ViewPoint Knowledge Base

General

ViewPoint Log-In Guide

Calendar Icon 07/01/2025

This guide provides a clear, step-by-step process to help you log-in to the platform quickly and easily.


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Signing In & Verification

Calendar Icon 12/04/2025

In this quick tutorial, we'll guide you through four simple steps to sign in and verify your viewpoint account.


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Okta & Jamf Trust Installation

Calendar Icon 02/01/2026

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.


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ESR

Scheduling Appointments for Prospects

Calendar Icon 07/31/2025

In this tutorial, we’ll walk you through how to schedule an appointment.


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Assessment & Qualification for Leads

Calendar Icon 08/06/2025

In this tutorial, we'll move through how an ESR creates an assessment for a lead.


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Auditor

ViewPoint Audit Creation User Guide

Calendar Icon 07/01/2025

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.


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ViewPoint Audit Creation & Submittal User Guide

Calendar Icon 10/01/2025

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.


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Photo Capture Claim Site Process

Calendar Icon 10/11/2025

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.


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Audit Time Log

Calendar Icon 11/11/2025

This video offers a step-by-step guide on how an auditor logs time using the audit time log feature.


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Submitting Audit Time Invoices

Calendar Icon 12/09/2025

In this tutorial, we'll walk through how subcontractors should prepare and upload their audit invoice.


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CSR

ViewPoint QA/QC Process User Guide

Calendar Icon 08/01/2025

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.


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CCSR

Trade Pro Portal User Guide

Calendar Icon 03/06/2025

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.


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Supporting Documents

Calendar Icon 08/18/2025

How to upload supporting documents with a focus on submitting contractor audit invoices.


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Audits — How to Accept & Assign

Calendar Icon 09/16/2025

This tutorial covers how a contractor customer service representative accepts and assigns audits in viewpoint.


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Utility

ViewPoint Utility Eligibility Review User Guide

Calendar Icon 09/01/2025

ViewPoint Utility Eligibilty Review user guide streamlines eligibility reviews, helping you stay organizedand connected with your Willdan Program Team.


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Customer Eligibility

Calendar Icon 09/04/2025

Overview of the utility customer eligibility process in Viewpoint.


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