Using the Survey Manager for Office Staff

Derek Torres
Derek Torres
  • Updated

Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create proposals, manage your sales funnel, win and retain top customers. To read more about this exciting change, click here.

 

The Survey Manager allows your office staff to review and create maintenance proposals from Asset Surveys recorded in the field using the Survey Mobile App.

 

Video Walkthrough of Survey Manager

Below is a video that shows you how to use the Survey Manager:

Managing Surveys

Surveys are typically created in the Survey Mobile App. However, you can create, review, and turn existing surveys into Maintenance Proposals.

  1. On the Navigation Bar, click on Survey Manager. Here you will see the Survey Manager List page where you can search and filter all existing surveys.
  2. Click on a Survey Name to open the Survey.
  3. Clicking the Assets tab allows you to edit or add additional asset rows.
  4. Clicking the Job Setup Info tab allows you to edit information about the Customer and Job Name.

Creating a Maintenance Proposal From an Asset Survey

  1. On the Navigation Bar, click on Survey Manager. Here you will see the Survey Manager List page where you can search and filter all existing surveys.
  2. Click on a Survey Name to open the Survey.
  3. Click the + New Maintenance Job button.
  4. This will take you to the Maintenance Proposal Creating Menu. Follow the normal steps of Creating and Managing Maintenance Proposals.
  5. You will need to select or create a Customer or Work Location. This will not autofill from the Survey.

Importing a Survey on an Existing Maintenance Proposal

If you have already created a Maintenance Proposal and want to import one or more survey(s) from the Survey Manager, follow the instructions below.

  1. On the Navigation Bar, click Maintenance Mgmt.
  2. Click to open the relevant Maintenance Proposal.
  3. Click the Assets Tab.
  4. On the Asset Inventory Menu, click the Actions button.
  5. Click Import Survey.
    Screenshot-2023-12-29-at-3-26-39-PM.jpeg
  6. Search and then click to select the Survey Job Name you want to import.
  7. Click Import.
    Screenshot 2023-12-29 at 3.28.02 PM.png
  8. The assets will be imported into the 'Assets' Asset Group.
  9. Repeat the steps for as many surveys as you would like.

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