Guide for client admins
Your company sends foundation repair jobs to an engineering firm that works in Structra. This guide is for the office: the Client Admin who runs the account and the Office users who submit and follow projects.
How a project flows
Every project moves through the same tabs on your Projects page: Intake, Triage, Design, Inspection and Finished. You do the first step. The engineering firm does most of the rest and comes back to you when it needs something.
- Start the project. Press New Project on Projects, or have a field inspector start it on site from the inspector portal. Either way it lands in Intake as Project Intake Initiated. See Submit a new project.
- Complete the intake. Six short steps: project info, customer, personnel, property and scope, attachments, then review. Press Submit Intake.
- The firm reviews it. The project moves to Triage as Ready for Triage Review. The firm approves it, or pushes it back to you with a reason. See After you submit.
- The firm designs it. The project sits in Design while the drawing and the engineering are done. Questions come to you as comments on the project.
- You get the report. The sealed report is emailed to your Client Admins as a PDF and is kept on the project. See Getting your report.
- Inspection, if the job needs one. If the project was marked Engineer Inspection Required, it moves to Inspection and you add the construction dates and the foreman. The firm verifies them and issues an inspection report. See Inspection details.
- Finished. The project moves to Finished. Its files stay available.
Who can do what
Your engineering firm, or your own Client Admin, gives each person a role. The role decides what they see.
| Role | Works in | Can do |
|---|---|---|
| Client Admin | The main app | Everything in this guide: projects, your company page, your people, and approving field inspectors. Receives the project emails. |
| Office | The main app | Create, submit and follow projects, comment, add inspection details and download reports. No company or people pages, and no automatic project emails. |
| CFI (field inspector) | The inspector portal | Start an intake on site and submit it to the office. See the guide for field inspectors. |
You never see the engineering firm’s internal notes. What you can and cannot see is listed in Getting started.
Topics
- Getting startedSign in, find your way around Projects, and see what you can and cannot see.
- Submit a new projectThe intake wizard, step by step: due date, customer, address, measurements, scope and documents.
- After you submitTriage, push-backs, statuses, comments, change requests, cancellations and the emails you get.
- Inspection detailsTell the firm when construction is scheduled and who the foreman is, and know when it locks.
- Getting your reportWhat is delivered, how it reaches you, and where to find it later.
- Your company and field inspectorsYour company page, adding people, and approving field inspectors who register.
Can’t find what you need? Email support@structra.tech and tell us what you were trying to do.