We've released several new features that work together for a streamlined and standardized way to schedule and manage Site Visits. You can find all of these features under the Site Walk tab on the web app.

Dispatch email invitations to internal or external assessors

Anyone can now complete a site visit using the Monterra mobile app, without requiring a log-in. Simply create a Dispatch using the assessor's email, and they'll receive an invitation to the project.

Orientation Checklist

Add notes, attach files, and customize a TODO checklist to orient the assessor.

Status & Logs

View a history of status changes, such as when the site visit was marked Complete by the assessor.