01
Log in with username & password
Dashboard loads — your branch’s projects only
02

Pre-Production

In Situ

Desk Review

Permit PDF / Photos

No

Yes

Scheduler / GOA

Admin / Owner

Approve

Reject

Login at unlikely.works

Dashboard

Click 'New Intake'

Select Intake Type

Pre-Production Path

In Situ Path

Desk Review Path

Upload Documents

AI Parses Documents

Review Parsed Fields

All Required Fields?

Select Calendar Slot

Confirm & Submit

Pending Approval Queue

Auto-Approved

Owner / Admin Reviews

Project Created in SmartSuite

Submitter Notified

Status: Scheduled

Site Visit Created

Calendar Event Created

Visible on Calendar

New project needs inspection
Open intake form in portal
Enter project details: address, permit #, customer #, property owner, scope of work, requested inspection date
Upload documents: permits, approved plans, photos
Submit for approval
UP reviews submission
Approved?
Approved
Project created → appears in your project list
Inspection scheduled on calendar
Needs More Info
You receive an RFI — check notifications
Provide requested items → resubmit
03
Need to change an inspection
Select the project → choose request type:
Request TypeWhat It Does
RescheduleMove an existing inspection to a new date/time
Cancel InspectionCancel a single scheduled inspection
Add InspectionSchedule an additional inspection date
HoldPause the project (e.g., waiting on crew)
Cancel ProjectCancel the entire project (requires UP approval)
Fill out change request with reason
Request sent to UP for approval
UP decision: Approve / Deny / Modify
You receive notification with result
Rush fee: Schedule changes made less than 24 hours before an inspection are automatically flagged with a rush fee. Plan ahead when possible.
04

UP will send you RFIs when they need something — documents, photos, drive logs, or clarifications.

You receive notification: “New RFI on Project X”
Open the RFI — see what’s requested
Upload requested items or provide clarification
Submit response
UP reviews your response
Sufficient?
Yes
RFI resolved → work continues
No
Follow-up RFI sent with specifics
Escalation: Unfulfilled RFIs escalate automatically — Day 1, Day 3, Day 5, Day 7+. Respond promptly to avoid escalation to your GOA or branch management.
05
You have a question or request for UP
Select a project → Create Client RFI
Describe your question/request
UP receives and responds
You receive notification when answered
06
Project reaches “Certified” status
Cert appears as a clickable link in project detail
(e.g., “123 Main St — P#2024-0456”)
Click to view live HTML certification
Print or save as PDF from your browser
Note Certs are delivered as live HTML links, not PDF attachments. Print/save from any browser.

Document Upload

Select a project → Upload Documents
Upload: permits, plans, photos, drive logs (as required by SOW)
Documents attached to project → visible to UP
07
What happens at 45 days: If a project has not been certified within 45 days of its last inspection, it automatically transfers to the JES/Groundworks Triage Team. You and your Scheduler Assistant will lose portal access to that project. Your GOA (GM/OM/AP) will still see it and only the Triage team can act or respond on the project.
Inspection completed
Clock starts: 45-day window
Certified within 45 days?
Yes
Normal flow → cert delivered
No (45+ days)
Project transfers to Triage Team
You lose access to this project
Only Triage team can act on the project
Prevention To prevent triage transfer: respond to RFIs promptly, upload drive logs quickly, schedule follow-ups without delay.
08
Submit new project via intake form
UP approves → project created
Inspection scheduled on calendar
UP inspector visits site
Missing items? (drive logs, photos)
RFI Sent to You
Respond with requested items
All Complete
UP drafts cert + invoice
Cert delivered (HTML link in portal)
Project certified & closed
09

You Can

  • Submit new projects
  • Upload documents (permits, plans, photos, drive logs)
  • Request schedule changes
  • Add inspection dates
  • View & download certifications
  • Respond to UP’s RFIs
  • Create your own RFIs to UP
  • View project status & history
  • Search projects (your branch only)

You Cannot

  • Approve schedule changes (UP must approve)
  • Cancel projects without UP approval
  • Access projects after 45-day triage transfer
  • See other branches’ projects