Get started with Restorize¶

NOTE

This is a step by step guide on setting up and running Restorize at your restorations business.

Register your organization¶

Step 1: Select CREATE NEW ACCOUNT or REGISTER HERE.
Step 2: Enter the USER NAME, ORGANIZATION NAME, EMAIL and PASSWORD.
Step 3: Select CREATE ACCOUNT.

Access Control

NOTE THAT THIS SECTION CAN BE ACCESSED ONLY BY ADMINS.

Step 1: Go to the APP STORE

Step 2: Search RESTORIZE

Step 3: Select download.

Step 1: Go to the GOOGLE PLAY STORE

Step 2: Search RESTORIZE

Step 3: Select download.

Access Control

NOTE THAT THIS SECTION CAN BE ACCESSED BY ADMINS, PROJECT COORDINATORS AND TECHNICIANS.

Step 1: Select USERS under ADMINISTRATION.
Step 2: Select ADD NEW USER and enter the details required.
Step 3: Select the role of the user from ADMIN, PROJECT CO-ORDINATOR and TECHNICIAN. Note that the level of access to certain features and settings may vary based on the type of role.
Step 4: This will email the new users a link to their account.
Step 5: New users are required to click on the link and create a password.

Access Control

NOTE THAT THIS SECTION CAN BE ACCESSED ONLY BY ADMINS.

Step 1: Go to ADMINISTRATION.
Step 2: Select LETTERHEADS.
Step 3: Select ADD NEW LETTERHEAD.
Step 4: Type the name of the leterhead.
Step 5: Select ADD HEADER IMAGE FILE to add the header.
Step 6: Select ADD FOOTER IMAGE FILE to add the footer.
Step 7: If you would like this letterhead to be the default letterhead, select the SET AS DEFAULT LETTERHEAD toggle.
Step 8: Select upload file.

Access Control

NOTE THAT THIS SECTION CAN BE ACCESSED ONLY BY ADMINS.

Access Control

NOTE THAT THIS SECTION CAN BE ACCESSED ONLY BY ADMINS.

Step 1: Click on the EQUIPMENT CATAGORY.
Step 2: Click on the ADD NEW ITEM.
Step 3: Enter the BRAND NAME, MODEL and SERIAL/REFERENCE NUMBER.

Access Control

NOTE THAT THIS SECTION CAN BE ACCESSED ONLY BY ADMINS.

Step 1: Select JOBS on the side panel.
Step 2: Select ADD NEW JOB.
Step 3: Select the client and contact under the drop down menu under CLIENT and CONTACT respectively.
Step 4: Select the JOB TYPE and enter the JOB DESCRIPTION. The JOB TYPE has predetermined options but you may type a custom project type as well.
Step 5: Enter the CLAIM NUMBER and WORK ORDER NUMBER, which maybe unique to the client.
Step 6: Enter the SITE/PROPERTY DETAILS as required. Note that the number and email are optional.
Step 7: Assign a PROJECT CO-ORDINATOR and SUPERVISOR. Note that this is optional and can later be added inside the project.

Access Control

NOTE THAT THIS SECTION CAN BE ACCESSED BY ADMINS, PROJECT COORDINATORS AND TECHNICIANS.