Assessment

Parcel

The Parcel tab allows the user to view and edit parcel info for this assessment. The user can switch between different tabs highlighted in red below to view and modify different aspects of the assessment.

In the Structures section the user will find info pertaining to the property's different structures like sheds, secondary etc.

Click on Edit on one of the records to modify structure info -

Some other parameters that can be reviewed on this tab are

• Address (Click on Allow Edit to modify)
• HOA info (Can be used for internal tracking purposes)
• Specify Structure Type Click on Update Parcel Data to save any changes.

Contacts

In the Contacts tab, the user can specify a primary contact for this property. Additional users related to this property can also be added in this section. Please note - all users in this section will receive the report related notifications.

Job

The Job tab allows the user to schedule this assessment. This feature can be used if automatic assignments of jobs to assessors has not been configured in the system.

The timezone, service provider (assessor), date and time can be set using this dialog box -

Click Schedule to submit this selection.

The status of the appointment will change to Pending Acceptance. The assessor will receive an email with the job details and a link to accept the job.

Some other fields on this tab are -

• Property Access - Specify details for accessing this property and whether the assessment can be conducted without the customer present
• Terms of Service - Check this box if terms have been accepted
• External Details - Could specify policy number, etc
• Incentives - Any incentives configured in the system will appear here
• Report Access Code - The Report Access Code is auto-generated upon assessment creation and cannot be edited. It allows for a user to access their report and is primarily used by organizations that conduct bulk assessments of entire neighborhoods.
• Private Notes - Any additional notes can be added here

Map

The Map tab can be used to view and update structures associated with a property.

Users can click on the Map layers icon (first icon) on the top right corner of the map view to enable or disable more map layers. For example the "Fires" layer can be turned on to show fire history data.

Additionally, the opacity of a layer can be adjusted with the slider highlighted here -

The second icon can be used to modify various map features like parcel, structure and zones -

Click on Edit Structures to modify a structure directly on the map. Users can move it around and adjust its boundaries - this is useful to add a patio for example that might be missing.

Use the Create Polygon icon on the top right corner of the map to add a custom structure.

Once the structure has been updated, the system will reevaluate the structure info. Once this process is completed, the assessment will be ready for further work.

The Structure dialog box appears when a structure is selected (not in edit view) and it displays detailed information about that specific structure and allows administrators to review and update its attributes.

For example the classification of a structure on the property could be updated to be either -

• Primary — The main building on the parcel, typically the residence
• Secondary — An additional structure on the property such as a garage, shed or guest house

Observations

The Observations tab displays all field observations recorded during the assessment. Each observation represents a specific item or condition captured by the assessor on site — such as a bridge, signage, an accessory structure or a combustible item.

Data

The Data tab provides access to the underlying geographic and map data associated with the assessment. This is primarily used for technical review, data exports and verifying the map layers used during the assessment.