From customer to project
Create the customer first, then a site with a clear name, address, and time zone. A project links that site to responsibilities and the later inspection and report history.
- Use stable internal codes for customers, sites, and projects.
- Complete the address so it appears correctly in reports.
- Assign only active team members who may work on the case.
Prepare the inspection
Create the inspection in the project and review its workflow. Before capture, document the installation, scope, and conditions needed for the later professional assessment.
Run the field visit
Open the prepared project on the capture device. Assign every image clearly and verify on site that thermal and RGB media are complete and readable.
Hand over for review
Finish capture only after the completeness check. Synchronize the current state and hand open tasks to the reviewer with clear notes.