How to Add Site Survey Label Based on Finance Partner

Step 1: Go to “Manage Database” in the main menu and click “Database”.

Step 2: Click “Installation”.

Step 3: Click “Solar System” and select “Site Survey Photos”.

Note: Similarly, you can add new site survey photo labels for all the other job types added to your organization including Roofing, Battery, and HVAC.

Step 4: Click “+Add”.

Step 5: Add “Name” to the “Site Survey” label.

Step 6: Choose the “Finance Partner” from the dropdown.

Step 7: Add “Description”.

Step 8: Click “+Add”.

Note: You can find a separate “Site Survey” photo label in your project under the “Photos” section.