Create a Project on Web App
Steps and best practices for creating a new project on the Condoit Web App.
1Access Condoit Home
Log-in at https://app.condoit.io/.
2Click Add Project
3Enter Project Name & Key People
Project Name is a searchable identifier. This should be unique for each project. Subcontractor lists the companies associated with your account. The Owner is the person responsible for managing the project; this will only list people in your company. The Assigned To is the person conducting the Site Walk; this will include people in your company and the Subcontractor company (if selected).
4Enter the Address
This is the location of the Site Walk. This address populates the starting location for the Site Plan image.
5Select Project Type
6Click Save Project
7Success! Project Created
Your project has been created. On the Mobile App, it will be available under My Projects to the Owner and Assigned To people. It will also display under All Projects for everyone associated with your company and the subcontractor's company.
8Add More Details
You can pre-populate information for the Assigned and exported reports.
9Add Directions for Technician
Under Project Info, Directions for Technician is an important place for the project Owner to include instructions and recommendations for the Assigned.
10Add Site Walk Logistics
Enter the anticipated Site Walk date and on-site contact information for the person assigned to complete the Site Walk.
11Click Save Form Changes
Note: The Site Narrative will be completed by the Assigned.
12Add Supporting Photos
If you receive any site plans or photos related to existing equipment or locations, click the + in the appropriate section to improve the Assigned's site walk preparation.
