To determine what clients are in need of inspection you must use the Web portal. To do this please take the following steps.
- Log in to https://yourcompanyname.coreinspection.com
- Go to “Forecast” - > “Overdue Clients” in the menu.
This page will now show you every client that has overdue equipment in the selected month that you have not visited.
The search options on this page are as follows
Search Option | Definition |
Month | Specifies the month you want to view overdue clients for. |
Branch | Specifies which branch you want to view overdue clients for. |
Selected Month Only / Include Previous Months | -Selected month only will only show you clients with equipment falling due in the selected month -Include previous months will show you clients with equipment that was due in previous months as well as the selected month. |
Exclude Missed Items / Include Missed Items | -Exclude Missed items will not include items that have been marked as missed. Items are marked as missed when a job is performed at that client and the item is due but not found. |
Geographic Zone | Use this to filter the results by Geographic Zone. |
The columns on this page are as follows.
Column | Description |
Client Name | The name of the client |
Next Scheduled | The date that the first item for this client site in this month is due. |
Site Name | The name of the client site |
# of Equipment Due | The number of equipment due for this client as determined by the filters above. |
Last Email Sent | Shows a record of the last email sent from this page |
Last Notes | The last notes added against a client site from this page |
The “options” button on each row has the follow options
Option | Description |
View Overdue Equipment | Takes you to the equipment page and shows you all the equipment for this client that is overdue according to the selected filters |
More Information | Opens a popup that contains the client sites contact information and a summary of the equipment due in the selected month |
Postpone | Postpones this reminder until the selected date |
Assign to another branch | Assigns this client site to the selected branch. |
Email Client | Opens a popup which allows you to email the select client site. |
Add Notes | Opens a popup for you to add scheduling notes to this record. |