Scopesey Web

Registration

• SCOPESEY DEMO AND WEBLINK
• How Do I Register as a Vendor Administrator? (Web Only)
• As a Vendor Admin how do I Register my Employee/Contractor? (Creating an employee is only available through web at this time)
• How do I Reset my Password?

Overview of Icons/Sections

• Review of Job List, Sections, Notifications, Search, Technician Management, and My Profile.

Scoping

• How to Accept, Schedule, and Assign a Scope (Vendor Administrators)?
• How do I Reschedule and Reassign a Scope?
• How do I Complete the Scope Walk?
• How do I submit overall condition photos of the home during a Scope?

Work Orders

• How to Accept, Schedule, and Assign a Work Order (Vendor Administrators)?
• How do I view the details of a Work Order?
• How do I batch assign Work Orders?
• How do I Export a Work Order to Print?
• How do I Add a Maintenance item in a Work Order?
• How do I Update a Work Order for Completion?

Pre-acquisition Inspection Work Order

• How to Accept, Schedule, and Assign an Inspection (Vendor Administrators)?
• How do I complete a Pre Acquisition Inspection?

Invoicing

• How do I Generate an Invoice for completed and (cancelled - trip fee for Rekeys/PAI) WOs