Quick Guides for Getting Started
Quick Guides for Getting Started
Getting Started with Renovation Management and Our Estimating Features
Top Articles
Top Support Articles
- Billing: Update payment methods, see billing history, etc.
- Installing SiteCapture for iOS
- Installing SiteCapture for Android
- Forgot Password (Reset Password)
- User Roles & Permissions
- Web App: Creating New Work
Contactless Self-Inspections
Glossary of Terms
Mobile Guides
iOS Guide
- Blurry Photo Detection
- Sync Troubleshooting for iOS
- Installing SiteCapture for iOS
- iOS: How to Sync & Sync Status Settings
- Forgot Password? Reset or Change your Password
- Creating Projects on iOS
Android Guide
- Installing SiteCapture for Android
- Creating Projects on Android
- 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
- Account Settings: Mobile Projects and Mobile Photos
- Security Settings
- Notifications: Email & Dashboard Message
- Upload Company Logo
- Managing the From Email, Reply-To Email and Sender Name in Email Notifications
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 Cancelled
- 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
- Hiding Client Types Based on User Type Restrictions
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
- Adding & Reviewing Project Comments
Import & Export Guide
Activity Log
Integrations
Integration Features
Salesforce
Zapier
API
Webhook
LightReach
Aurora
SiteCapture AI (Beta)
- Adding Media Tags
- AI Workflows: Overview
- AI Workflow: Image Validation
- AI Workflow: Text Extraction
- AI Workflow: Timestamp Validation
- AI Workflow: Multi-field Validation
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