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.
- 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
iOS Guide
- Sync Troubleshooting for iOS
- Installing SiteCapture for iOS
- How to Sync & Sync Status Settings
- Reset or Change your Password
- Creating Projects on iOS
- Creating work and attaching it to a container on mobile
Android Guide
- Installing SiteCapture for Android
- GPS and Map View
- Creating Projects on Android
- Taking Photos, Adding Captions, and Download Photos
- Required Questions, Photos & Comments
- Deleting Photos
Portal Admin Guide
Admin Settings
Managing Types
Containers
- Containers Overview Video: Efficiently organize your work
- Creating a container and new work
- Create new work and attach to containers (Properties or Projects)
- Importing Container and Contained Projects
- Creating Saved Views with Containers
- Bulk Create Work Under Multiple Containers
Managing Templates
- Adding Cost Items
- Display Lines
- Creating Templates
- Managing Templates
- Clone a Template to Create a New Template
- Editing Template Settings: Display Lines, Status Options, Default Reports, etc.
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
Managing Users
- Select view to be used for mobile projects
- Forgot Password (Reset Password)
- User Email Notifications
- User Roles & Permissions
- Giving Access to Customers
- Creating Users, User Roles, Tags, & Viewing User History
Vendor Management
- Adding and Connecting Vendors
- Custom Email on Vendor Invitation
- Editing Vendors
- Editing Company Information
- Copying Views to a New Vendor
- Advanced Search: Saving a View & Exporting
Searches, Saved Views and Dashboard
- Dashboard
- Simple Search
- Creating, Deleting, & Refreshing Views
- Advanced Search: Saving a View with Roles
- Editing Views & Changing the Role
- Create Views for your Different Managers
Reports
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
Tagging
Data Views
Archiving
Manager Guide
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
Reviewing and Editing Work
- Videos: Viewing and Downloading
- Bulk Actions
- Required Fields and Photos
- Changing Statuses
- Photo Manager: Edit, View High Resolution, Reorder, Flag, Download, & Delete Photos
- Photo Editor
Import & Export Guide
Activity Log
Integrations
Integration Features
Salesforce
Zapier
API
Webhook
LightReach
Aurora
Vendor Guide
Vendor Basic Admins
- Getting Started as a Vendor
- Create a Field User
- 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
- 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