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Help for assessors

Free for assessors, always. In the app, tap ? on any page (or press F1) for help with that page.

Videos

No sound: the steps are on screen and written under each video.

Post a test 1:02

Choose the site, plots and test, then set a fee or ask testers for prices.

  1. “Book tests”: choose the tests (several at once if you need them), then the site and the plots.
  2. Tick the plots. Any already passed or booked for this test say so and can’t be chosen.
  3. Times, notes, contact and fee start from your last booking here. Choose when it is needed.
  4. Choose how the tester attends: as your company (white label) or as themselves.
  5. Set a fee, or “Ask for prices” and testers send you one sealed price each.
  6. Tap “Post to marketplace”. Testers who fit are told straight away.
  7. Posted. One tap asks the site manager to confirm the plot will be ready.

Compare prices and accept 0:30

Sort the sealed prices, check route fit and carbon, and accept one.

  1. Testers have sent sealed prices for this job.
  2. Tap “Compare prices”.
  3. See each price with the dates, how it fits the tester’s route and the travel carbon.
  4. Sort by “Price”, “Lowest carbon” or “Distance”.
  5. Tap “Accept” on the one you want, and choose the day.
  6. The tester is booked. The others are told they weren’t chosen.

How to…

Add a development and import its plots

Sites

  1. Tap “New site”, enter the name and postcode (tap “Find”), and “Create site”.
  2. Open “More actions” → “Import plots” and download the CSV or Excel template.
  3. Fill in the plots, tap “Choose file”, check the preview and tap “Import”.

Post a test with a fixed fee

Book tests

  1. Choose the tests, then the site and the plots (plots already booked or passed say so), and the date.
  2. Under “Fees” keep “Set a fee” and enter the “Tester fee”.
  3. Choose “Who can take it” and tap “Post to marketplace”.

Ask testers for prices

New job

  1. Under “Fees” choose “Ask for prices” and set the closing date.
  2. Choose “Testers in the area” or “Only testers I invite”.
  3. Tap “Request prices”. Each tester sends one sealed price; only you see them.

Compare prices and accept one

The job → Compare prices

  1. Tap “Compare prices” in “Prices requested”.
  2. Sort by “Soonest”, “Price”, “Lowest carbon” or “Distance”.
  3. Tap “Accept”, choose the day and tap “Accept price”.

Choose how testers attend

Settings → Business details

  1. In “Testers you send” choose “Testers attend as us (white label)” or “as themselves”.
  2. Choose what to share with the site and the client, and “Save business details”.
  3. You can change it on any job under “How the tester attends”.

Star your usual testers

My testers

  1. Open “My testers”: everyone you have completed a job with in the last 12 months.
  2. Tap the star next to the testers you use most.
  3. On an open job, “Invite my usual testers” offers it to them first, even outside their area.
  4. “Offer a job” under a tester starts a booking with them offered it first.

When no one has taken a job yet

The job

  1. A job goes first to testers already working nearby that day, then to others nearby, then to everyone in the area.
  2. “Send to everyone now” skips the wait.
  3. Under “No one has taken this yet”, invite your usual testers, raise the fee, ask for prices, change the date or keep waiting.

Choose your usual tester for a site

Site → Access & preferences

  1. Tap “Add” in “Preferred testers”.
  2. Pick a tester you have worked with, and “First refusal” or “Book automatically”.
  3. Tap “Save”. New jobs at the site go to them first.

Get the certificates

The job

  1. Open the job and tap “Certificates”.
  2. Tap the certificate to open the PDF, or “Scheme record”.

Book a retest after a fail

Home, the plots table, the plot or the job

  1. Tap “Book retest” on the failure on your home page, in the plots table’s “Next action”, on the plot or on the job.
  2. The failed tests, the next working day and the same tester are already chosen. Check them and tap “Book retest”.

Ask the site to confirm ready

Jobs

  1. In the “Site ready?” column, tap the envelope (“Ask site to confirm”) on a test, or tick several and choose “Ask site to confirm”.
  2. The site contact gets an email (and a text) with a link to answer — no login. Their answer shows in the same column.

More: help for developers · all help. Stuck? Email support@testconnect.co.uk.