Table of Contents
In this article, we'll be talking about using Site Audits, specifically setting up Site Audits in Administration. Here, we will understand the concepts of building Site Audits and how to build them.
Understanding Site Audit Types and Categories
Site Audit Types
Site Audit Types are the different reasons or ways that your company may do inspections at a customer's job site. Reasons can include:
Checking the quality of a site based on a customer issue
Reviewing work done by a new hire as part of their training program
Pointing out additional issues on the property, beyond current services, as a way to upsell enhancements
They can also be split by types of work:
Categories are the individual considerations that are scored within the overall site audit. For instance, if a Site Audit Type of General Landscape was created, then a few categories that could be audited are Turf, Shrubs, Hardscape, and Edging.
Bringing It Together
The relationship between Site Audit Types and Categories is shown below: