Creating a container and new work

This video pertains to customers who use container projects which is a special set up. Please note that FotoNotes is now SiteCapture. Please contact [e-mail] if you have questions or would like to use this set up in your web portal.

1. From the dashboard, click on the Properties/Job Site type at the top left.

2. Click on the green "Properties/Job Site" button.

3. Select the "Property" or "Job Site" template and then click "Create".

4. Fill out the property/job site information fields.

5. On the left side you can add new work that is attached to the Property/Job Site. For example, click on "Inspections".

6. Click on "+ New Inspection".

7. Choose a template and then click "Create".

8. The new inspection work order has been created and you can fill out the information, assign, add a due date, etc. Information in fields with matching field keys will copy down from the property to the new work order. Learn more about field keys and editing templates.