In Basementgrid, every job requires a clear separation between administration (Management) and fieldwork (Technician). If you are a one-man team, you will effectively fulfill both roles to maintain the digital audit trail.
Important: Current Workflow vs. Upcoming Feature
Coming Soon: We are currently developing a "Self-Assignment" feature that will allow solo vendors to manage both roles seamlessly from a single view.
Current Workaround: In the meantime, to complete a work order from start to finish, you will need to log out and log back in to switch between your Manager and Technician profiles.
Your Step-by-Step Solo Workflow
Step 1: Accept & Assign (Manager Role)
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Log in to your account as a Vendor Manager.
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Go to the dashboard and Assign Technician to the new work order.
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Assign the task to your technician profile.
- Search and Invite new technician
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Log out of the Manager account.
Step 2: On-Site Execution (Technician Role)
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Log in to the app using your Technician credentials.
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Locate the Action Card for the assigned job.
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Clock In (GPS verified) and perform the work.
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Complete all required fields, upload your photos/videos, and tap Submit.
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Log out of the Technician account once the work is finished.
Step 3: SUBMIT INVOICE IF REQUIRED (Manager Role)
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Log back in as the Vendor Manager.
- Locate the Action Card for the submission of invoice job.
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Upload the invoice, enter the invoice #, and check the declaration.
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Confirm the submission to move the status to Completed.
Why This Matters
Even as a one-man team, this process ensures that your "Proof of Work" is verified by GPS and timestamps. This provides the building manager (MCST) with the "Golden Thread" of evidence needed to approve your payments quickly and without dispute.
