PASconcept User Guide
Part 1: Account Creation & Troubleshooting
Creating a New Account
- Open the PASconcept mobile app.
- Click on Sign Up.
- Enter your email, password, and other required details.
- Click Create Account.
- Check your email for a confirmation code.
- Enter the code in the app to verify your email.
- Once verified, log in to access the system.
Troubleshooting Sign-Up Issues
- Didn’t receive a confirmation email?
- Check your spam/junk folder.
- Wait up to 5 minutes (some mail providers delay emails).
- Try resending the confirmation email.
- Incorrect confirmation code?
- Ensure you entered the correct code from your email.
- Request a new confirmation code and try again.
Logging in After Sign-Up
- After verification, you’ll need to log in with your email and password.
- If you forget your password, use the password recovery option.
Part 2: Navigating PASconcept
Home Screen Overview
Once logged in, you will see the home screen with four icons:
- Activities
- Clients
- Inspections
- Jobs
Note: The three-line menu in the top-right corner opens a menu where you can access these same features and more.
Managing Clients
- Click the Clients icon on the home screen.
- You will see a list of clients (sample clients may appear for reference).
- You can:
- Filter the client list.
- Modify an existing client by selecting it.
- Add a new client:
- Enter client name, contact details, and any relevant information.
- Click Save to add the client.
Managing Jobs
- Click the Jobs icon on the home screen.
- You will see an empty list (initially) or a list of existing jobs.
- Available actions:
- Filter job listings (e.g., view jobs from all years).
- Add a new job:
- Select a client.
- Enter the job name.
- Define a budget.
- Enter the location (full address with city, state, ZIP).
- Provide a description.
- Click the Add Project button to create the job.
Note: Mock jobs are available to demonstrate how real jobs function.
Managing Inspections
- Click the Inspections icon on the home screen.
- You will see an inspections list.
- Available actions:
- Filter existing inspections.
- Add a new inspection:
- Select the project.
- Choose an inspection date.
- Select the trade and type.
- Assign an inspector.
- Choose the form type.
- Click Add Inspection.
Completing an Inspection
- Go to the Inspections List.
- Click on an inspection to open details.
- Fill out required fields:
- Area inspected.
- Actions required.
- Scroll down and click Complete.
- If any required fields are missing, a validation error will appear.
- Upon completion, the inspector will be prompted to sign the inspection.
Important: Some fields (e.g., Building) require selecting an existing entity or adding a new one using the + button next to the field.
Note: The system does not auto-save progress. Click Update often to avoid losing changes.
Managing Activities
- Click the Activities icon on the home screen.
- You will see an activities list.
- Available actions:
- Filter existing activities.
- Add a new activity:
- Enter a subject (short description).
- Select the event type.
- Assign the activity to an employee.
- Set the start and end dates.
- Click Save.
Settings Menu
Clicking Settings in the menu provides access to:
- Company Settings – Configure job types and inspection categories.
- Switch Company – If multiple companies exist, switch between them.
- Share This App – Share a download link for PASconcept.
- Delete Account – Permanently removes all user and company data.
Critical Note: Deleting an account removes all data and cannot be undone.
Frequently Asked Questions (FAQs)
1. Why can’t I see any jobs or clients?
- You may need to add a job or client manually.
- Mock data is available to demonstrate functionality.
- Check filters to ensure no restrictions are hiding the data.
2. My progress was lost—what happened?
- The system does not auto-save.
- Always click Update after making changes.
3. Why can’t I select a building in the inspection form?
- You may need to create the building first using the + button.
4. How do I complete an inspection?
- Ensure all required fields are filled.
- Click Complete at the bottom of the form.
- If fields are missing, a validation error will indicate what needs to be completed.
5. Can I recover a deleted account?
- No, deleting an account permanently removes all data.
Final Notes
- PASconcept offers a user-friendly interface with shortcuts for quick access.
- Three-line menu in the top-right corner provides access to all main features.
- Filters are available throughout the system to refine searches.
- Regularly update your entries to avoid data loss.
This guide provides an overview of PASconcept’s core features, including setup, navigation, and troubleshooting. Let me know if anything needs further refinement! 🚀