
ViewPoint Knowledge Base
ViewPoint Log-In Guide
This guide provides a clear, step-by-step process to help you log-in to the platform quickly and easily.
Signing In & Verification
In this quick tutorial, we'll guide you through four simple steps to sign in and verify your viewpoint account.
Okta & Jamf Trust Installation
This guide walks you through logging in with Okta, installing the Jamf Trust mobile device manager with two-factor authentication, and getting the ViewPoint Photo Capture app on your mobile device.
Scheduling Appointments for Prospects
Assessment & Qualification for Leads
ViewPoint Audit Creation User Guide
This guide is here to help you with the entering of audits into ViewPoint. It provides an overview of key features along with step-by-step instructions to improve your experience and efficiency.
ViewPoint Audit Creation & Submittal User Guide
ViewPoint auditing will simplify audit management and tracking. You can search for jobs and monitor their progress using categories like: Ready to Audit, Scheduled, In Progress and Submitted, keeping you organized and connected with your Willdan Program Team.
Photo Capture Claim Site Process
In this quick walk through, you'll see how to claim sites, so you can start capturing required photos for the jobs that your team has assigned.
Audit Time Log
This video offers a step-by-step guide on how an auditor logs time using the audit time log feature.
Submitting Audit Time Invoices
In this tutorial, we'll walk through how subcontractors should prepare and upload their audit invoice.
ViewPoint QA/QC Process User Guide
This guide is here to help you with the QA/QC process in ViewPoint. It provides an overview of key features along with step-by-step instructions to improve your experience and efficiency.
Trade Pro Portal User Guide
This guide is here to help you get the most out of the Trade Pro Portal. It provides an overview of key features along with step-by-step instructions to improve your experience and efficiency.
Supporting Documents
Audits — How to Accept & Assign
This tutorial covers how a contractor customer service representative accepts and assigns audits in viewpoint.
ViewPoint Utility Eligibility Review User Guide
ViewPoint Utility Eligibilty Review user guide streamlines eligibility reviews, helping you stay organizedand connected with your Willdan Program Team.
Customer Eligibility
