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How to review a survey: Managed

Steps to review a Managed survey

Jeffrey Altamirano avatar
Written by Jeffrey Altamirano
Updated this week

After requesting a Managed Survey, our team will conduct a Smart Consult survey with the shipper, carefully reviewing their inventory. You can easily access the survey results and make necessary adjustments by following these steps:

1. View Photos and Videos

  • Go to the "Rooms" tab in the customer record.

  • Select the room you'd like to review.

2. In each room, you can view the photos, video, and any notes left by the team:

3. Follow the self-survey review steps to make any necessary inventory adjustments.

4. Click "Generate Visual Inventory" to create an organized inventory report.

5. Select it from the "Exports" list:

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