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, descriptions, images, and soot levels.
⚙️ Steps to Add or Edit Rooms
Section titled “⚙️ Steps to Add or Edit Rooms”-
Open the job you want to update in the web portal.
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From any page within the job, click Job Settings.
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Select Rooms from the settings menu.
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Click Add Room.
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Enter a room name and, if needed, add a description for extra context.
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(Optional) Click Add Images/Videos to upload room images that visually document the space.
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Click the More tab to access additional details, such as the soot level.
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When finished, click Save Room.
Your new or edited room will now appear under the job’s room list.
You can also add a room from the job’s Documentation tab by clicking Add Room at the bottom of the room list.
💡 Best Practices
Section titled “💡 Best Practices”-
Use clear, consistent naming for rooms (e.g., Kitchen – Suite 2).
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For the same room on several floors, put the floor in the name (e.g., Upstairs Bathroom and Basement Bathroom). There’s no separate floor setting. If the name matches another room on the job, a note under Name points it out.
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Renaming a room is safe: its items stay in it and show the new name in reports.
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Add a description to note special conditions or materials.
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Upload room images whenever possible to aid field teams or reviewers.
