Creating a property and new work

This video pertains to customers who use container projects which is a special set up. Please contact support@fotonotes.com if you have questions or would like to use this set up in your web portal.

1. From the dashboard, click on the Properties type at the top left.

 

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2. Click on the green "Properties" button.

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3. Select the "Property" template and then click "Create".

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4. Fill out the property information fields.

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5. On the left side you can add new work that is attached to the Property. For example, click on "Inspections".

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6. Click on "+ New Inspection".

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7. Choose a template and then click "Create".

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8. The new inspection work order has been created and you can fill out the information, assign, add a due date, etc. Information in fields with matching field keys will copy down from the property to the new work order. Learn more about field keys and editing templates.

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