To create an additional audit

  1. Click the plus button to the right of the address dropdown to create a new audit
  2. If you are a member of multiple teams, you will need to select which team to create the audit under

To review your list of audits

  1. Navigate to the dashboard by clicking the 'list' icon on the top menu or by clicking the logo
  2. You will be sent to a new page with a list of all your audits
  3. You can edit the property rating, review / edit the property data, review the action plan, and generate reports using the buttons to the right of each listed audit
  4. You can also export a CSV report of your audits by clicking the link at the top of the list

the CRM Dashboard for Ecologic Pro

To generate a report

  1. Navigate to the Dashboard by clicking the 'Dashboard' link at the top of the screen or by clicking the logo
  2. Activate the relevant audit using the property dropdown
  3. Click the PDF icon next to the audit review button

To edit the report logo, standard text copy or styling:

  1. Navigate to your Team Admin console by clicking the 'profile' icon and then clicking your team from the dropdown menu
  2. Click 'Update report text' to provide standard content for the beginning or end of the generated PDF reports
  3. Click 'Update report images' to update the cover image, header or footer images

PDF reports

To edit your team navigate to the team console by clicking 'Profile' in the top navigation menu, then selecting your team and opening the 'Team Members' panel.

To add a team member:

  1. firstly make sure the team member has created an account using the user sign up form, ensuring they sign up using the email address option (not using social auth)
  2. click the 'plus' button within the member admin page (see above)
  3. provide the email address that your team member used to sign up
  4. specify the access level that you intend for the user, for a rough guide, members can only access and review the audits they have created or those that have been assigned to them, managers can access and review all audits across the team, and admins can add and remove team members

To remove a team member or change their access level:

  1. firstly ensure you are logged in using a team account with the 'admin' access level
  2. click the pencil next to the relevant team member to change their access level
  3. click the trash button to delete them

the Map control