Land Surveyors

Project Workflow 

request 

 Request

Assigned staff gets WorkFlow notification via notification screen and email once the WorkFlow has started. Work is assigned to staff with appropriate skills.

Project request is taken in via email or phone call, project manager is assigned to the job.

Request project details, gather plans, requirements from the client

Record project details into Latitude. Enter timesheets in Latitude to record time worked.

Close the current WorkFlow step when done to start the next step.

 

 research

 Research

Assigned staff gets WorkFlow notification via notification screen and email

Project discovery and investigation. Preform preliminary research and abstract of data

Use filter in Latitude to search the project and get the required project details

Record research details in Latitude. Enter timesheets in Latitude to record the time worked.

Close the current WorkFlow step when done to start the next step

 

 proposal

 Proposal

Assigned staff gets WorkFlow notification via notification screen and email

Create project proposal and send to your client

Open the project in Latitude to get the project details

Enter the quote details in Latitude, produce quotations using Word templates of your own design and send to your client

Close the current WorkFlow step when done to start the next step

 

 followup

 Proposal followup

Followup proposal to clients

Use the register screen to record followup notes and reminders

Open the project in Latitude to get the project details

Enter the quote details in Latitude, produce quotations using Word templates of your own design and send to your client

Close the current WorkFlow step when done to start the next step

 

 files

 File preparation

Assigned staff gets WorkFlow notification via notification screen and email

Prepare construction files, drawings, sketch plan. The project manager,  ensures that all of the proper documentation is in place and the field crew is assigned.  Custodial is given to the field staff crew chief

Open the project to get project details. Generate Job PackSheet in Latitude

Close the current WorkFlow step when done to start the next step

 

 schedulke

 Schedule field crews

Assigned staff gets WorkFlow notification via notification screen and email

Schedule field crews or individual staff on jobs and automatically notify them by email

Assign crews schedule in the Latitude scheduler screen

Close the current WorkFlow step when done to start the next step

 

 safety

 Safety meeting, vehicle inspection & evacuation plan

Staff received WorkFlow notification via notification screen and email

Safety is a responsibility shared between owners, management, employees, subcontractors, clients and various regulatory agencies. The company is responsible and accountable for maintaining and complying with the Health and Safety Program.

Fill-in the safety sheet form attach them into Latitude register

 

 drafting2

 Field work

Field staff gets WorkFlow notification via notification screen and email

Perform field work. Field staff completes the task assigned. If the job requires more than one day, custodial will remain with the field staff until the job is complete. Once the job is complete, custodial is given back to the project manager

Generate job packetsheet documents from Latitude to use in the field. Enter time in the timesheet to record time of work done

Close the current WorkFlow step when done to start the next step

 

 worklog

 Work log of time, mileage, equipment, materials, meals, accommodation & customer signature

Assigned staff gets WorkFlow notification via notification screen and email

Work logs to conveniently record and track all field employees' work hours, expenses, equipment usage, and other job details on a single screen. At the end of a work day, the crew chief can enter the log of work for all crew members and print a copy for the client to sign. Work & expenses can then be reviewed and authorized by managers before timesheets are generated and automatically fed into the Latitude billing system

Use the Field Ticket screen to enter time remotely. Latitude allow customers to electronically sign a log of work on an iPad or Android tablet to confirm that the work was done

Close the current WorkFlow step when done to start the next step

 

 calculations

 Calculations

Assigned staff gets WorkFlow notification via notification screen and email

Perform survey calculations. Project manager assigns the precalc, custodial goes to the geotech assigned. Geotech completes the  precalc, assigns the custodial back to the project manager

Use the job screen to enter job site address, lat/long coordinates and other measurements

Close the current WorkFlow step when done to start the next step

 

 drafting

 Drafting & revisions

CAD person gets the WorkFlow notification via notification screen and email

Drafter drafts the plan. Once complete, custodial is given to the geotech that completed the pre-calc, with an alert given to the project manager and the drafting manager that this stage is complete. Custodial is transferred back and forth from drafting to geotech until all corrections have been completed. Once this has occurred, custodial is transferred back to the project manager

Use register to hold the files to client

 

 checking

 Checking

Plan checker gets the WorkFlow notification via notification screen and email

Final product checks. Any changes due to aesthetics or client approval issues will be evaluated here. Custodial will be given back to the project manager, who in turn will give custodial rights to the dfafting manager and stage 6 will be repeated.

Use Notification to check survey calculations

Close the current WorkFlow step when done to start the next step

 

 report

 Report writing

Assigned staff gets WorkFlow notification via notification screen and email

Get report summary, save report into your filesystem and attach into Latitude

Close the current WorkFlow step when done to start the next step

 

 plan

 Plan registration

Assigned staff gets WorkFlow notification via notification screen and email

Register Plans with the state land title office

Office registration of plan

Enter plan in the register to track them

Close the current WorkFlow step when done to start the next step

 

 deliver

 Delivery to customer

Assigned staff gets WorkFlow notification via notification screen and email

Finalize, print, compile and send plans to customer by mail or email

Use the register screen to email & attachments sent by clients

Close the current WorkFlow step when done to start the next step

 

 billing

 Billing

Assigned staff gets WorkFlow notification via notification screen and email

Invoice your clients

Reduced delay in invoicing as all data is available to immediately invoice at any time rather than having to wait until the end of the month

Close the current WorkFlow step when done to start the next step

 

 collection

 Collection

Assigned staff gets WorkFlow notification via notification screen and email

Do a followup call after sending the invoice to make sure the invoice is received and record details in register.

Set notification when someone is overdue, call them or send email

Run Latitude statements and collect the money

Use the register screen to record and track collection information

Close the current WorkFlow step when done to start the next step

 

 project review

 Post project review & analysis

Assigned staff gets WorkFlow notification via notification screen and email

Run reports in Latitude to see any problems with job, check mistakes during the site visit

 

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