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.
Snagging list overview
Before we add an action point to the list, here is a brief overview of everything you can find on the Aftercare page.
New snagging List: As the name suggests, you can add an action point to the list here. More on that shortly.
In the snagging list, you see the overview of the various action points.
Under Units, you see how many units are involved in this project; you can adjust this when you create an action point.
Under Start Date, you can read what the start date will be for the agreed action points.
Under Status, you can see whether completed action points within a specific project have already been checked off.
Tip: You can also check the option that customers can report new action points themselves within Project settings.
You decide how the lists are structured. You choose: a title, description, and deadline. Let’s go!
Step 1: type
What type of action points does this list concern? What will the list be called? You can, for example, create a subdivision by space, or by period (provisional completion, final completion, …).
For single unit projects, it would like this:
For multiple unit projects:
Tip: Only the title of the list is mandatory. Description and deadline are supplementary information.
Units overview
After saving, you will see the overview of the units you have linked to this action point list, whether the action points have been published for customers and/or partners, which status has been assigned, and which team member is responsible for the action point list.
From the units overview, you can:
Edit the list
Add additional units to the action point list
Publish the list (for customers and partners)
Editing the list
Would you like to add a description or a deadline, or have you made a typo in the name and want to adjust it? No problem.
Adding additional units to the action point list
On the overview screen, you will find a white button at the top right. This gives you the option to add other units.
Publishing the list
Are you finished creating the list and wish to make it visible to customers and partners? Click the green ‘Publish’ button. With the help of the checkboxes, you can choose to make the list visible only for a limited number of units.
Snags
When you click on a snag for a specific apartment, you see the following components:
The resident of the apartment
The responsible party
Here you can add an action point.
The (agreed) deadline for repairing or executing the action point
Which partner will take care of this
The location of the reported defect
Here you can start a conversation directly with the responsible party, you can add photos or links
When you click the ‘Created’ button, you can choose from a drop-down menu whether this reported action point has already been executed, whether it is in progress, or whether it will not be accepted.
When you click on the three dots, you get the selection list above. Here you can approve or reject the reported defect yourself on behalf of the customer, request specific customer approval, or even just delete it.
Adding snags
Via the ‘Create snag button, you open the input window.
You give the snag a name, optionally a description, and a responsible party. You can categorize snags as you wish by creating a category under 'Category', e.g., doors, windows, or plasterwork. You can then filter by this in the overview screen. Handy!
Tip: Add a deadline if there is one and clarify what you mean with a photo or document. A picture sometimes says more than a thousand words.
Adjusting snags
Change the status from the overview or click on the three dots in the upper right corner of the action point to adjust or delete it. You can also do this by selecting the snag and choosing one of the options that appear.
Overview of all snags
Provides an overview of all action points on this list. You can expand the list using the arrows so you can see all the details, or collapse it so that only the basic information is visible.
You can set a filter based on status, responsible party, category, or search for the name of the action point.
Allowing customers to report action points
To allow customers to report action points themselves, first turn on the ‘The customer can report new action points’ switch.
From now on, the customer can report a new action point. For them, an ‘Report defect’ button appears under Aftercare.
The screenshot below is from the customer's perspective:
With this, customers can report a new action point. Once they have done so, the new action point will arrive in your inbox. To add that action point to an action point list, first click on ‘Check’. Then choose an action point list in the dropdown. To save and add the action point to the chosen action point list, click on ‘Assign action point’.
From now on, you will find the action point in the action point list and you can adjust the responsible party, deadline, etc.