Decide what your firm records against each point on the map — a client, a status, a link to the project folder — before anyone starts adding them.

The Company Data tab of the Account page.

Figure 1. The Company Data tab of the Account page.

For account administrators

In this guide

  1. What company data is
  2. Who can set it up
  3. Plan your fields
  4. Set the fields up
  5. Loading the jobs you already have
  6. Getting the most from it
  7. Quick answers

1  What company data is

Company data is your firm’s own layer on the map: a point for each job, site or asset, with a label and up to ten fields of your choosing. Only people in your firm see it. Once your jobs are on the map, everything you have done near the site you are looking at is a click away, and every field is searchable from the search box.

A firm’s jobs on the map, each labelled with its job number.

Figure 2. A firm’s jobs on the map, each labelled with its job number.

2  Who can set it up

The fields are set by an account administrator, on the Account page. Everyone in the firm can then add and edit points. If Account is missing from your menu, you are not an administrator: ask whoever manages your firm’s GRIP account.

3  Plan your fields

Every point has a Label, which is what shows on the map — usually the job number. The fields are everything else you want to be able to read and search.

  • Up to ten fields, each with a name of your choosing: client, status, surveyor, phone, a link.
  • A Link field holds a web address, and is clickable from the map. Use it for the project folder, a document system or a client portal. Include the https://.
  • Only Active fields appear when people add or read a point.
  • Keep it short. Three or four fields that everyone fills in beat ten that nobody does.
Note  Renaming a field does not change what is already typed into it, and fields cannot be re-ordered without moving their contents. If you need to restructure, email support@grip.co.nz and we will do it for you with a copy of your data.

4  Set the fields up

  1. Open the menu at the top left and click Account.
  2. Click the Company Data tab.
  3. For each field you want, type a Field Name, tick Link if it will hold a web address, and tick Active.
  4. Click Apply.

The Company Data tab: the field names (1), Link (2), Active (3), and Apply (4).

Figure 3. The Company Data tab: the field names (1), Link (2), Active (3), and Apply (4).

The fields are available to everyone in the firm straight away, in Tools › Company Data on the map.

5  Loading the jobs you already have

Most firms have years of jobs in a spreadsheet, a CAD file or a job system. Email support@grip.co.nz and we will load them for you: CSV, shapefile, DXF and most other spatial formats are fine. We can also send you a full copy of your company data whenever you ask.

6  Getting the most from it

  • Load everything. The value is in seeing every past job near the one you are working on.
  • Agree a label convention — job number first — and keep to it, so searching stays predictable.
  • Use colour and symbol for status or type, so the map reads at a glance.
  • Link out to where the job’s documents live rather than typing detail into fields.
  • Pin current jobs to the search box: see Company Data - creating, adding, and searching for company data.

7  Quick answers

I cannot see Account in the menu.

Only account administrators can. Ask your firm’s GRIP administrator to make the change, or to make you one.

A field is not showing when we add a point.

It is not ticked Active, or Apply was not clicked.

Our link is not clickable.

Tick Link for that field, and include https:// in what is typed.

Can other firms see our data?

No. Company data is visible only to the people in your firm’s account.

Adding, editing and finding points on the map is in Company Data - creating, adding, and searching for company data.

configuring business information