Pro: Survey and installation record tasks

The survey task allows the surveyor to enter all information required to plan out the installation in one location. Surveyors can answer pre-set questions, upload and annotate images and add comments. Information is pulled through from the survey to a scaffolding request form and presented in a PDF report. The installation record allows you to similarly keep a consistent record of your installs should any issues arise in the future. 

Completing the Survey and Installation record

The Survey and Installation record tasks can be found from the Tasks drop-down menu or on the left-hand side of the project overview page. 

Both forms are divided into sections that can be viewed and navigated between using the right-hand menu. 

On the left, for each section you'll see each question to answer: 

Uploading and annotating an image

There are various places throughout the survey and installation record where pictures can be uploaded and annotated. Click on the Upload Images box and it will bring up the option to upload a picture from your files. If you are on a mobile or tablet device it will give you the option to take a photo. You can repeat this step to add multiple images.

Warning: HEIC files are not supported at this time. If your phone, tablet, or camera is set to save pictures in this file format, please change this to save .jpg files in settings.

Once the file has been uploaded, you can click on the image to bring up the annotation options.

• Use the bin button to delete annotations or the whole image.
• The cursor lets you select annotations you have added to the image.
• The pencil allows you to draw or write free-form.
• The T is used to create a text box.
• The arrow lets you draw an arrow.
• The colour box is where you can change the colour of annotations.
• The tick mark saves your annotations and exits the annotations editor.

The green bar at the left indicates which tool you are currently using.

Accessing your survey or installation record as a PDF report

After the form is complete, the report can be found in the Reports drop-down menu. 

You can then scroll through the document with all your inputs, save as a PDF or save to your project's document storage.

​Want to know more?

• Related article: Help your team work more efficiently
• Further guides: Take a look at our Document Management or Emailing guides 
• Live training: Book onto a live demo session to see this feature in action

Contact Support: If you've got further questions, get in touch with our support team at help@easy-pv.co.uk (UK) or help@easy-pv.ie (IE). If you are experiencing a bug, to help us look into your issue faster, please include the email address of your account, the name of the project and screenshots of any unexpected behaviour.