Top Articles
Quick Guides for Getting Started
Top Support Articles
- ★ SiteCapture Best Practices
- iOS: How to Sync & Check Sync Status
- Android: How to Sync & Check Sync Status
- Ensuring High-Quality Photos in SiteCapture
- Billing: Update payment methods, see billing history, etc.
- How to Create, Assign and Share Work
Mobile Guides
iOS Guide
- ★ iOS: How to Sync & Check Sync Status
- Getting Started on SiteCapture Mobile
- iOS: Sync Troubleshooting
- iOS: How to Create Work
- iOS: Find Work
- iOS: Changing a Project's Status
Android Guide
- Android: Project Info: Number of Photos, Unsynced fields/photos, Project ID
- Getting Started on SiteCapture Mobile
- Android: How to Sync & Check Sync Status
- Android: Sync Troubleshooting
- Android: How to Create Work
- Android: Find Work
Portal Admin Guide
Admin Settings
- API Key & Documentation
- Creating, Editing and Adding Tags
- Account Settings: Mobile Projects and Mobile Photos
- Security Settings
- Notifications: Email & Dashboard Message
- Upload Company Logo
Managing Types
Containers
Managing Templates
- How to Create and Manage Templates
- How to Add and Edit Fields
- Project Status and Workflow States
- Photo Resolution and Compression Settings
- How to Create and Use Field Groups
- Conditional Logic
Advanced Workflow
- Workflow Types
- Setting up Accept/Decline and Complete Workflow
- Email Notifications on Complete and/or Canceled
- Allow Reports only on Complete
- Auto generate a unique ID
- User cannot create from mobile
Managing Users
- How to Configure Single Sign-On (SSO)
- Select view to be used for mobile projects
- User Email Notifications
- Giving Access to Customers
- How to Create Users
- How to Edit Users
Vendor Management
Searches, Saved Views and Dashboard
Reports
Markets & Regions
Managing Estimates and Scopes
- Adding, Editing & Deleting Services
- How to populate the Services database using a csv spreadsheet
- Importing Services
- Adding Service Markets & Categories
- How to add Material and Labor Service Cost Fields
- Dynamically Generate Priced Line Items by Category
Tagging
Data Views
Archiving
Manager Guide
Creating and Assigning Work
Reviewing and Editing Work
- Videos: Viewing and Downloading
- Bulk Actions
- Required Fields and Photos
- Photo Manager: Edit, View High Resolution, Reorder, Flag, Download, & Delete Photos
- Web App: Photo Editor
- Web App: Project Information, Documents, Adding & Reviewing Project Comments
Import & Export Guide
Activity Log
Integrations
Integration Features
Salesforce
Zapier
Webhook
Palmetto LightReach
SiteCaptureAI
How To Get Started
Workflows & Triggers
Mobile Apps
AI Usage & Billing
Vendor Guide
Vendor Basic Admins
Contactless Self-Inspections
Contactless Self-Inspection Guide
- Contactless Self-Inspection Guide
- Contactless Self-Inspection Instructions for New Customer and Trial Users
- Contactless Self-Inspection Instructions for Existing Clients
- How to Create and Send a Contactless Inspection (for SiteCapture admin user)
- How to Complete a Contactless Inspection (for Resident/Mobile User)
- How to add example photos, a link, or embed an image in a self inspection template