A request assessment is a scheduled appointment connected to a request. Use assessments when your team needs to visit a client’s property, gather details, and prepare the next step in the workflow.
Overview
Assessments help teams qualify work before creating a quote or job. They are useful for estimates, inspections, site reviews, measurements, photos, and scope confirmation.
Open Requests to create or review requests, and open Schedule to review scheduled assessments.
Where assessments appear
Request assessments appear:
- On the schedule.
- In the request detail page.
- In the assigned team member’s schedule.
- In schedule views, filters, and status views.
Create an assessment
From a request:
- Open the request.
- Add or edit the assessment section.
- Choose date and time.
- Assign team members.
- Add instructions.
- Attach a checklist when needed.
- Save the request.
Assessment details
When you open an assessment from the schedule, Fieldified can show:
- Request title.
- Client name.
- Property address.
- Assigned team.
- Instructions.
- Start and end date/time.
- Line items.
- Notes.
- Checklists.
- Completion status.
Use View Details to open the full request.
Complete an assessment
Mark the assessment complete when the site visit is finished. Add notes, photos, measurements, line items, and checklist answers before completing.
Completed assessments help sales and admin users know when the request is ready for a quote or job.
Convert after assessment
After an assessment is complete, convert the request to:
- A quote when the client needs to review pricing.
- A job when work is approved and ready to schedule.