Surveys help you collect the information you need from customers and field teams. Setting them up correctly means better data, fewer follow-up calls, and a smoother overall experience for everyone involved.

Navigate to“Manage Database” and click the “Database” option from the main menu.

Go to “Installation” and select thejob type. From there, select “Site Survey Questions”.

Click“+Add”.

Add yourSite Survey Question.

Click on the “Select Photos” dropdown to select the photo that you want to show with the question.

Select the“Data Type”.

Select the “Dependent Field” and “Dependent Field Value”.Note:This field links one question to another. It ensures that the current question only appears when a specific condition is met in a previous question.

After adding the question and selecting the data type, you have the option to check the “Is required” checkbox. Note:Selecting the “Is Required” feature is optional. However, selecting it makes answering the site survey question mandatory for completing the “site survey photo package”.

Once complete, click the “+Add” button to finish adding the site survey question. Related ArticlesHow to Add Site Survey Label Based on Finance PartnerHow to Enable the Schedule Appointment for Site Survey Setting and How to Assign Users for Site Survey Appointment?Upload Site Survey PhotosHVAC Database WalkthroughHow to Add Installation Survey Questions

💡 A home services company sets up survey questions that automatically go out after each install, collecting feedback that helps them improve service quality and win more referrals.