Requesters
Ask for survey work and keep track of the result.
- Create a mapped request
- Reply when more information is needed
- Follow comments and completion
Help centre
What do you need to do?
Choose your role or start with the five-minute setup. These guides use the same names and buttons you will see in SurveyFlow.
New to SurveyFlow?
Get comfortable in five minutes.
Sign in, find your workspace, switch between map and list, open a request, and check Inbox.
Choose your role
Only read the guide that matches your work.
You will not see every SurveyFlow screen. Your account shows the tools appropriate to your role.
Surveyors and leads
Find assigned work and keep the team updated from the field.
- Use My Map and the available work queue
- Start, comment, hold, and resume
- Close out with a deliverable link
Managers and admins
Triage requests, allocate work, and look after the team.
- Use Operations to review demand
- Assign dates, people, and hours
- Manage access when authorised
Demo coordinators
Run one request through the whole team from start to finish.
- Use separate role accounts
- Check grouped Inbox updates
- Capture useful issue reports
Use safe demo information
Use realistic examples, but do not enter personal, commercially sensitive, or live project information.
Check Inbox first
Inbox is the clearest record of workflow updates. Email availability depends on the pilot configuration.