How do I build out custom milestones?
Milestones are predefined requirements and to-do items for specific job types. They allow your company to specify precisely which components need to be uploaded or documented within a given job. These milestones will then appear within the job profile when it is created, providing clear guidelines and expectations for the job.
To build and edit a milestone requirement, navigate to your company profile and go into the 'Milestone' tab. Choose the specific job classification you wish to modify and select the desired requirements. You can customize various aspects, such as specifying the necessary files, determining if photo documents are required and the quantity, setting dates, and identifying the personnel needed to meet these milestones.