You can create different lists of actions and share them with customers, partners or team members. You can track progress through the various overview screens. You can focus on the points of one or more units or you can call up a list of all registered points.
Creating a point list
You decide how the lists are structured. You choose: a title, description and deadline. Let's go!
Step 1: type
What is this list about? Will you add issues about the bathroom, the kitchen, the structural work? The choice is yours.
Tip: Only the title of the list is mandatory, description and deadline are additional, but very useful!
Step 2: units (Only for Projects with multiple Units)
For which units is this list applicable? You can always add or remove units later on if needed.
Step 3: summary and save
This final step gives you an overview of the details. At this point you can still return to previous steps to make modifications, but no worries, you can edit everything later as well!
Step 4: make the list
Do you want to make the list visible right away or do you want to add the issues first and publish later? Use the toggles to change the settings. You can publish the list later or even unpublish.
Overview units
After saving the settings, you’ll be redirected to the overview of all units you’ve added to this issue list. You can see whether the list has been published for clients and/or partners, the status, and which team member is responsible for the list.
From this overview you can:
Edit the issue list
Add additional units to the list
Publish the list
Edit the issue list
Do you want to add a description or a deadline? You’ve made a typo and want to correct it? No problem.
Select additional units
In the upper right corner you’ll find a blue button to add more units. You can select units, a building, up to a full lot or phase if needed.
Publish the list
You’re ready to publish the list for clients and partners? Click the blue button ‘Publish’. Use the check boxes to publish in bulk!
Issues
Clicking on a unit gives you an overview of all the issues registered for this unit. You can easily change the status here or edit the issue in general.
Adding issues
The button ‘create issue’ guides you through the process of adding a new issue.
Enter a name for the issue, a description and the person who's responsible for the issue. This could be a team member or a partner. You can categorize the issue by adding categories under category. e.g doors, windows, plaster.
In the overview you can use these categories as a filter. How convenient!
Tip: Clarify the issue with a picture or a document. A picture is worth a thousand words.
Click ‘create issue’ and you’re all set!
Edit the issue
Change the status from the overview or click the dots in the upper right corner to edit or delete the issue.
Overview all issues
Shows an overview of all issues on the list. This overview works the same as the issues per unit. Using the arrows you can easily switch between detailed overview or just the basics.
Just as in the unit specific issue list, you can change the status on the overview, or use the three dots to edit or delete the issue.
Let customers report issues
To let customers report issues themselves, first turn on the ‘Customer can create snag' switch.
From now on, customers can report a new snag. On their platform, a button "+ Report Defect" will appear in Aftercare.
The screenshot below is from the customer's perspective:
This allows customers to report a new point. When they have done so, the new point will show up in your inbox. To add that point to a points list, first click ‘Check’. In the dropdown, you then choose a point list. To save and add the point to the chosen points list, click ‘Process 1 point’.
From now on, you will find the snag in the snagging list and can adjust the person responsible, deadline, etc. Simple as that!