1. The first thing you need to do within the app is fill out the MY INFO section.
This information is all about the person actually doing the assessment of the homeowner. It will help to inform the assessment report as well. Simply fill out the MY INFO information and tap save. From there, you are ready to create your first assessment! Please note, even though you fill out the MY INFO section, you can always choose to have it NOT show in an assessment report if you prefer.
2. Now that you have filled out the MY INFO section of the app, you are ready to start the assessment process!
Go ahead an tap on NEW ASSESSMENT on the MAIN SCREEN. Every assessment starts with information about the homeowner. In fact, we have even provided you with a Resident Questionnaire which can be used to help you understand the emotional, financial and overall goals of the homeowner. This questionnaire can be found on the MAIN screen under “Getting Started”.
3. Once you have filled out the information about the homeowner, you are ready to start the assessment of the home.
You will notice that there is a list of rooms available for you to select from. We have taken the time to assess the most common rooms for most homes. However, you can always ADD A ROOM. Adding a room is limited common rooms duplicated such as bedrooms and bathrooms. Please note, you do NOT have to fill out the entire list of room. You can choose to do one room or all! You can start an assessment, save it, and pick up where you left off later.