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How to create rooms from the web portal?

You can easily add or edit rooms for any job directly from the web portal. This guide walks you through how to access job settings, create new rooms, and customize room details including names, comments, images, and suite levels.

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Written by David Shapiro
Updated over a week ago

⚙️ Steps to Add or Edit Rooms

  1. Open the job you want to update in the web portal.

  2. From any page within the job, click Job Settings.

  3. Select Rooms from the settings menu.

  4. Click Add a Room.

  5. Enter a room name and, if needed, add comments for extra context.

  6. (Optional) Upload room images to visually document the space.

  7. Click More to access additional details, such as the suite level.

  8. When finished, click Save Room.

Your new or edited room will now appear under the job’s room list.

💡 Best Practices

  • Use clear, consistent naming for rooms (e.g., Kitchen – Suite 2).

  • Add comments to note special conditions or materials.

  • Upload room images whenever possible to aid field teams or reviewers.

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