Quick Guides for Getting Started
Quick Guides for Getting Started
Getting Started with Renovation Management and Our Estimating Features
Top Articles
Top Support Articles
- Ensuring High-Quality Photos in SiteCapture
- Billing: Update payment methods, see billing history, etc.
- Forgot Password (Reset Password)
- User Roles & Permissions
- Web App: Creating New Work
- iOS: Creating New Work
Contactless Self-Inspections
Glossary of Terms
Mobile Guides
iOS Guide
- iOS: Blurry Photo Detection
- iOS: Sync Troubleshooting
- iOS: How to Sync & Sync Status Settings
- iOS: Forgot Password
- iOS: Creating Projects
- iOS: Creating work and attaching it to a container
Android Guide
- Android: In App Messaging (Beta)
- Android: Creating Projects
- Android: Taking Photos, Adding Captions, and Download Photos
- Android: Required Fields
- Android: Changing a project's Status
- Android: How to Sync & Check Sync Status
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
- Auto-Create Field Group Items
- Creating Templates
- Managing Templates
- Editing Template Settings: Display Lines, Status Options, Default Reports, etc.
- Importing and Exporting Templates
- Adding Sections to Templates
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
- Select view to be used for mobile projects
- User Email Notifications
- Giving Access to Customers
- Creating Users, User Roles, Tags, & Viewing User History
- Edit Users: Limit Access to Types and/or Saved Views, Change Password
- Disabling and Deleting 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
Sharing 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
Configuring Tasks
- Using the Field Selector
- AI Task: Image Analysis
- Add and Manage Media Tags During Image Analysis Setup
- AI Task: Location Validation
- AI Task: Timestamp Validation
- AI Task: Text Extraction
Video Tasks
Workflows & Triggers
Viewing AI Results & Feedback
- Viewing AI Validation Failures & Provide Feedback
- AI-Generated Metadata on Images & Videos
- Project Show Page Image Modal
- Get Notified When AI Analysis Is Complete
- Resolve a Failed Validation
- Viewing AI Feedback and AI Image Task Failures
Mobile Apps
AI Usage & Billing
Vendor Guide
Vendor Basic Admins
Contactless Self-Inspections
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 a link or embed an image in a self inspection template
- Adding Signatures to Contactless Self-Inspections