Stages of the Project Lifecycle

Q: What are the different team roles in OneSurvey?

A: Common roles include Surveyor, Designer, Estimator, Technician, Organization Admin, Account Manager and Client.

Q: What does a Surveyor do?

A: The Surveyor conducts site surveys, documents existing conditions, and collects site data during the Profile and Pre-Design stages.

Q: What is the Designer responsible for?

A:The Designer finalizes the system design based on site survey data during the Design stage.

Q: What does an Estimator do?

A: The Estimator creates a detailed project estimate and proposal during the Take Off stage.

Q: What does the Account Manager handle?

A: The Account Manager is the primary client interface handling sales, contracts, approvals and payments, and they have access in all stages of the project lifecycle. They have access to all project sites, and user assignment is not required.

Q: What is the Client's role?

A: The Client is the end customer who commissions the project and approves milestones from scoping to completion.

Q: How are user permissions set for each role?

A: Access permissions are configured by the organization admin to align with each role's responsibilities in the project workflow stages.

Q: How can I see the assigned employees for my project?

A: In each stage of the project, there is an 'Opportunity Team' dropdown. This dropdown displays the assigned employees for your project, including the Account Manager, Surveyor, Designer, Proposal, and Technicians.

Q: How can I delete a project?

A: Only an admin can delete a project. This can be done from the 'Admin Control' dropdown in each stage of the project. Please note that this dropdown is not visible from the employee portals.