How do I Complete the Scope Walk?

Checking into a Scope

Once the scope walk task is scheduled, whether by your Vendor Administrator or by you, you can find the task in your  "In Progress Tab"

1. To start the scope walk, select “Check In”. This step requires you to take a photo of the outside of the home.

Complete Task 1-4

The Scope Task Board contains four sections you must complete to finish the scope walk.

Complete Task 1: Check Remediation ( Adding line items for repairs) 

Check Remediation

1. Tap on "To - Do"

2. Answer question: "Is there remediation or build back that needs to be completed?" 

• If "Yes" is selected proceed in selecting "Add New Item" (These items will be for repairs) 
• Each item has required details to fill out. See the full list of requirements in the screenshot below. For both location detail and description, be descriptive as possible. The Resource Manager needs as much information as possible when reviewing. It's important to note that the user can only upload    60 photos per line item.
• Moisture and / or Organic Growth items shouldn't be combined all into one entry, each item that needs to be repaired should have its own entry. This will help our team review the scope in a more efficient way.
• If the line item that you're adding needs a permit go ahead and toggle to yes. Uploading the permit will happen during the work order process.

• Estimated Price is not final, the Resource Manager will manage pricing on the backend.

• If you didn't find the bathroom or bedroom in the location list, please enter the number of the bathroom or bedroom, it would show after the correct number is entered. Tap on "Location" and on the bottom right hand corner tap "Not Found?". 

3. Once you're done adding the items select "Save"

4. If "No" is selected no further information is needed.

• Tap "No" and "Save" 

Complete Task 2: Complete the Scope ( Adding line items for repairs)

Scoping

     1.     Select "Scoping", then the (+) to add your recommended repair items.

• Each item has required details to fill out. See the full list of requirements in the screenshot to below  For both location detail and description be descriptive as possible, the Resource Manager needs as  much information as possible when reviewing. It's important to note that the user can only upload    60 photos per line item. Maintenance items shouldn't be combined all into one entry, each item that needs to be repaired should have its own entry. This will help our team review the scope in a more efficient way.
• If the line item that you're adding needs a permit go ahead and toggle to yes. Uploading the permit will happen during the work order process.

• Estimated Price is not final, the Resource Manager will manage pricing on the backend.

    2. Tap "Save"

1. If you didn't find the bathroom or bedroom in the location list, please enter the number of the bathroom or bedroom, it would show after the correct number is entered. Tap on "Location" and on the bottom right hand corner tap "Not Found?". 

How do I submit overall condition photos of the home during a Scope.

When scoping, please include a separate General Information line item for Interior and Exterior pictures detailing the overall condition of the home (these lines are pre-populated on the work order). Please upload as many pictures (400 Max) as possible including but not limited to: exterior areas, landscaping, carpet condition, paint condition, general cleanliness, appliances, mechanical systems, roof and gutter condition, outbuildings, and any other applicable items particular to the home. Pictures should be taken to show both the overall condition of a room, as well as close-up photos where necessary to show details. You will be compensated $100 for this line item for your time and efforts, please ensure the photos are clear and are given time to upload appropriately. 

Find the home you would like to add condition photos and tab "Continue" or "Check In". The user will be taken to the task board page.

1. Fill in required details

• Location: General Information
• Location Details: Condition Photos
• Description: Condition of the home. 

2. Tab "Add Photos"

3. Tab "Save"

Photo Uploading Process

1. The app will automatically upload photos in the background and will pause the upload process when needed. For example, the app will pause the upload process when a user is adding an item. In this way, the upload process does not affect the user's operation.
2. If you would like to view the status of each photo upload, tap on the "Red" or "Blue" icons.
3. You will then be taken to the "Photo Pending Sync" page, as the photos uploads they will disappear from your view.

Please note that you must be in the app for the photos to download while you're working.

Check Utilities

Confirm the status of the utilities, the meter number, and take a photo of the meter. Sometimes the meter number will prepopulate from our database. If this is the case, please confirm the meter number is correct, take a photo, and continue to update us on the status of the utility.

1. Select “To Do” under Check Utilities to add utility information.
2. To indicate the utility is on, tap the toggle. It will turn blue.
3. To indicate the utility is off, do not tap the toggle. It will remain
4. Gas information is optional as not all of our homes have gas connections.
5. When all information is input, select “Save”

Record HVAC Filter Size

Please enter all HVAC filter sizes used in the home.

1. Select “Add new” to input the filter size.
2. Use the format LxWxH, being sure to include the “x” between each measurement.
3. Continue to “Add N until all filter sizes are entered, then select “Confirm”.

Note: If there are several air filters needed for the home that are the same size, please enter the size more than once. For example, if the home needs two 16x20x1 you will need to add this filter size twice.

Conversations (Still in Development)

The app allows you to communicate with the Pathlight Resource Manager about a Scope via the conversation tool. Please note: This is not an instant messaging system. For urgent questions and updates, please call or email the Resource Manager.

1. In the Task Board tab, select the Message Icon
2. Select the “Item” icon, and choose the scope item which you’d like to discuss with the Resource Manager.
3. Check the conversation tool for updates from the Resource Manager. (notifications are in progress for this feature)

Completing the Scope Walk

Once all three task board items are complete, select check out. Take a photo of the outside of the home and confirm. Congrats, you completed your scope walk!