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Help Center › Admin screens, field by field › Quick add forms, door-to-door hints and the homeowner property capture
Quick add forms, door-to-door hints and the homeowner property capture
The + menu forms (expense, task, clock in), the door-to-door house hints, and the homeowner property capture steps.
On this page
These are small forms with short labels. They send exactly what the phone app sends, and the server checks your rights again; a refusal is shown in the form and nothing is saved.
Where to find them: the + menu in the Hub (New expense, New task, Clock in); Contractor Hub → Door-to-door; and, for homeowners, the property steps in Find a contractor.
Fields
+ menu: New expense
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Amount ($) (amount) |
Money spent. Must be above 0 (“Type the amount.”). | e.g. 42.50. | Default: Empty |
Category (category) |
Files the expense. | Pick one. Choices: Materials; Fuel; Equipment & repairs; Dump / disposal; Subcontractor; Supplies; Meals; Other. | Default: Other if the list cannot load |
Vendor (vendor) |
Who got the money. Up to 80 characters. | e.g. Home Depot. | Default: Empty (placeholder “Who you paid”) |
Note (note) |
Up to 300 characters. | e.g. Mulch for the Smith job. | Default: Empty (placeholder “What it was for”) |
+ menu: New task and Clock in
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Task (title) |
Task title, 160 characters. At least 2 characters. | e.g. Order pavers. | Default: Empty (placeholder “What needs doing?”) |
Due (optional) (due) |
Date picker. | Pick a date. | Default: Empty |
Notes (body) |
Up to 1,000 characters. | Default: Empty (placeholder “Notes (optional)”) | |
What are you doing? (activity) |
Starts a time clock for that activity. To clock into a job open the job. | Pick one. Choices: Your clock-in activities (the job and break choices are left out). | If none exist it says clock in is not set up (Field work → Settings → activities). |
Door-to-door house sheet hints
Other boxes of this sheet are in door-to-door-and-measure-forms.
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Address (address) |
House address, looked up when you tap the map. | Fix if wrong. | Default: Empty (placeholder “Address (looked up from the map)”) |
| Name / Phone / Email | Contact details; shown for talked, interested, quote, call back, not interested, customer and competitor statuses. | Type what they told you. | A “Wants a quote” visit needs a name and a phone or email to become a lead. |
Notes (notes) |
Visit notes. | Default: Empty (placeholder “What did they say? What does the yard need? Best time to come back?”) | |
What happened at this door? (status group) (status) |
Radio group of result buttons. Choosing one may set a follow-up date. | Tap one. | Do not come back and No soliciting clear the follow-up date. |
Homeowner property capture
Opened from “Let’s build your property plan”.
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Step 1 – Your address (address) |
Creates a property record. Needs at least 6 characters. | Street, town, state. | Press Create my property. |
| Take photo / Upload / Load my aerial view | One per step: bird’s-eye view, front, left side, right side, backyard, important structures, existing landscape. | Click. | Aerial covers US addresses; skip if not found. |
| Back / Next / Skip | Move between steps; Skip appears when the step has no picture. | Click. |
Steps
- Tap +, choose the form, fill the boxes and press the save button.
- For door-to-door, tap a house on the map, tap what happened, add notes and press Save.
- Homeowners: open the property steps, enter the address and add photos for each step.
If something goes wrong
- “Type the amount.” means the amount is empty or 0.
- “Give the task a short title.” means fewer than 2 characters.