What Are Survey Jobs?
Group related surveys into a single job a contractor accepts — with a shared brief, due date, and on-site information.
A survey job bundles related surveys into one piece of work a contractor picks up as a single visit. Instead of assigning ten separate surveys for the same site, you create one job, attach the surveys to it, and the contractor sees it as a single thing to go and do — with all the site information in one place.
What a job carries
Every job has a brief that travels with it:
- Customer — inherited from the event, or overridden per job
- Site address, site contact, and requestor details
- Scope of works and free-form general information
- A due date that can cascade to the surveys inside it
- An assigned contractor
It also has a kind — Survey or Audit — and an overall status and progress ("3 of 9 done") that roll up automatically from the surveys it contains. You never set a job's status by hand; it's derived from its surveys.
Where jobs live
Jobs belong to an event. Open an event and go to Jobs to see the list, create new ones, and open any job's detail. Contractors see the jobs assigned to them under My Jobs in the app.
What jobs are good for
- One visit, many surveys — a contractor accepts a whole site's work at once.
- A shared brief — site address, contact, scope, and safety notes captured once and shown to whoever is on site.
- Scheduling — hold a job back until a future release date, so it only appears to the contractor when the work is ready.
- Construction sites — require an induction acknowledgement before any survey can start.
Survey jobs are part of the Site Surveys add-on. Any contractor working a job needs an active survey pass. See Managing survey passes.