Site Visits & Punch Lists

Pass is 80%. This is open-book — use the academy, not hope.

1. How do you sign in to the site visit app?

Your Zoho username and passwordYour @mavtechsol.com email, then the six-digit code that is emailed to youAny email address you useA PIN from the office

2. True or false: a field crew sign-in can open the Completion Form to look at an invoice.

TrueFalse

3. Where does the "Scope on file" on the Job screen come from?

You type it inThe job's Work Order in Zoho — or its Order Brief if there is no Work Order yetThe company websiteThe last site visit

4. You have twenty items to log. The fastest way is:

Go back to the list and tap New item for each oneSave + next — it saves the item and opens the camera again, carrying the area, category, owner and priorityTake all the photos in the phone's camera first and type everything up at the officeOne item with all twenty problems in the note

5. The electrician's trench cut damaged the coating. Who owns the item?

Maverick — it is our floorOther trade, with the trade named (Electrician)Leave it off the reportOwner

6. An open Maverick item marked Safety does what to the CRM follow-up task?

NothingMakes it Highest priorityDeletes itSends it to the customer

7. When you tap Save & sync to CRM, what lands in CRM?

A new Opportunity and a quoteThe report PDF, the visit data, a note and one follow-up task — all on the job's existing OpportunityAn email to the customerNothing until the office approves it

8. The signal drops halfway through the sync. What do you do?

Start a new visit and log everything againTap sync again when you have signal — each step was saved as it landed and nothing is sent twiceCall the office to delete what went throughNothing — it fixes itself overnight

9. True or false: the conditions screen can be skipped — it is just weather.

TrueFalse

10. You go back to check the repairs. The right way is:

A new visit with every item typed in againStart follow-up walk — every item and photo carries forward; mark what is fixed, add after photos, syncEdit the old report and sync it as the same dateText the GC photos

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