Buildings: Setup & Management
- How to edit an existing building
- How to create a building & add inspection items (Best Practice Guide)
- How to assign a default technician to a building
- How to adjust the position of a building's systems and assets
- How to add a sales person to a building inside of your instance
- How to replicate (copy) an existing building
Inspection Settings
- How to setup Inspection Types within your instance
- How to set tag colors in your instance
- How to set the tag color of a system in the backend
- How to mass change the resolution status of deficiencies
- How to create deficiency resolution statuses
- How to setup default deficiency notes
Inspection Item Settings
- How to create an alarm device catalog in the backend
- Can I decide when hose valves and fire hoses are sent to the iPad?
- How to import alarm devices
- How to add Fire Exit Sign Types & Manufacturers in the backend
- How to record sprinkler head type in the backend
- How to set custom EP Codes per Equipment type
Custom / User-Added Inspections
Service Settings
Proposal Settings
General Settings
- How to setup and edit your Company Settings
- How to Use Custom Fields
- How to Use & Set-up Time Entry Rates
- Backend Settings
- How to use Company Holidays
- How to use Technician Time Off
Notifications
User Management
- How to set up technicians
- How to invite backend users
- How to create and manage Technician Teams
- Resetting Technician Password on iOS
- How to edit an existing backend user's user role
- Approving backend users