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How to Add Site Survey Label Based on Finance Partner

Updated over a week ago

Step 1: Go to “Manage Database” in the main menu and click “Database”.


Step 2: Click “Installation”.


Step 3: Click “Solar System” and select “Site Survey Photos”.

Note: Similarly, you can add new site survey photo labels for all the other job types added to your organization including Roofing, Battery, and HVAC.


Step 4: Click “+ Add”.


Step 5: Add “Name” to the “Site Survey” label.


Step 6: Choose the “Finance Partner” from the dropdown.

Step 7: Add “Description”.

Step 8: Click “+ Add”.

Note: You can find a separate “Site Survey” photo label in your project under the “Photos” section.

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