Knowledge Base

Are you using Flow Mobile Surveying for the first time?

We recommend carrying out a dummy survey of your home or office to understand how the app works before starting a real job.

Follow these steps to create your first reports:

Step 1 - Schedule a job

1. Log in to the Dashboard.

2. Create a Job.

3. Set When to 'today'.

4. Select your user in the 'Assigned To' field.

5. Click Save.

6. Add a Report.

Step 2 - Collect data using the Mobile App

How you collect data on the Mobile App will depend on your template.

Check out our Walkthrough Guides to see how to collect data on your template type.

Step 3 - Preview and print your first report

1. Log into the Dashboard.

2. Preview your Report.

3. Download Your Report as a PDF.

Great work, you've created your first report using Flow Mobile Surveying!

To continue learning about Flow, check out other guides in our knowledge Base.