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
- Getting Started: Standard & Premium Subscription
- Getting Started: Starter Subscription
- Installing SiteCapture for iOS
- Installing SiteCapture for Android
- Forgot Password (Reset Password)
Contactless Self-Inspections
Best Use Practices & Helpful Tips
Glossary of Terms
Mobile Guides
Android Guide
- Set the Manager on a project
- Sync Troubleshooting for Android
- Android 4.1 Updates
- Installing SiteCapture for Android
- GPS and Map View
- Creating Projects on Android
iOS Guide
- Viewing the Market and Region
- Sync Troubleshooting for iOS
- Installing SiteCapture for iOS
- How to Sync & Sync Status
- Reset or Change your Password
- Creating Projects on iOS
Portal Admin Guide
Managing Users
- Select view to be used for mobile projects
- Forgot Password (Reset Password)
- User Email Notifications
- User Roles & Permissions
- Creating Users, User Roles, Tags, & Viewing User History
- Edit Users & Limit Access to Types and/or Saved Views
Managing Types
Admin Settings
- API Key & Documentation
- Account Settings: Mobile Projects and Mobile Photos
- Salesforce Setup (Lightning UI)
- Managing the From Email, Reply-To Email and Sender Name in Email Notifications
- Upload Company Logo
- Giving Access to Customers
Managing Templates
- Move the location of a field group
- Example Photos
- Creating Templates
- Managing Templates
- Clone a Template to Create a New Template
- Editing Template Settings: Display Lines, Status Options, Default Reports, etc.
Searches, Saved Views and Dashboard
- Copy View configuration from one user to another
- Dashboard
- Simple Search
- Creating, Deleting, & Refreshing Views
- Creating Saved Views with Containers
- Advanced Search: Saving a View with Roles
Markets & Regions
Managing Estimates and Scopes
- Adding, Editing & Deleting Services
- How to populate the Services database using a csv spreadsheet
- Importing Services
- Updating Services via Import
- Adding Service Markets & Categories
- How to add Material and Labor Service Cost Fields
Advanced Workflow
- Workflow Types
- Workflow states to filter projects on mobile
- Setting up Accept/Decline and Complete Workflow
- Email Notifications on Complete and/or Cancelled
- Read only before a certain date
- Allow Reports only on Complete
Vendor Management
- Allow Vendors to create projects
- Adding and Connecting Vendors
- Custom Email on Vendor Invitation
- Editing Vendors
- Editing Company Information
- Copying Views to a New Vendor
Tagging
Data Views
Manager Guide
Import & Export Guide
Archiving
Reports
Reviewing and Editing Work
- Bulk Actions
- Required Fields and Photos
- Changing Statuses
- Photo Manager
- Photo Editor
- Viewing Azimuth, Elevation, and Elevation Angle
Creating and Assigning Work
- Setting a Priority
- Web App: Creating New Work
- Assign Work
- Sharing projects/work with multiple users & permissions levels
- How to Copy a Project
- Setting Customers & Managers
Activity Log
Vendor Guide
Vendor Basic Admins
- Getting Started as a Vendor
- Create a Field User
- Sub-Assigning Work to a Field User
- Changing Your Password
- Users can control email notifications
- Vendors: Dashboard, Search, and Views
Contactless Self-Inspections
Contactless Self-Inspection Guide
- Adding Example Photos
- How to add a link or embed an image in a self inspection template
- Adding Signatures to Contactless Self-Inspections
- Creating Saved Views for Sent and Not Sent Contactless Self Inspections
- Contactless Self-Inspection Instructions for Existing Clients
- Contactless Self-Inspection Instructions for New Customer and Trial Users