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Knowledge base
General
FAQ
0
Getting Started
0
NEW Release Notes
WINTER 23' RELEASE NOTES
1
New Winter Release with a NEW SOFTWARE EDITION!
SPRING 23' RELEASE NOTES
1
A New (Spring) Release Full of Groundbreaking New Features!
WINTER 22' RELEASE NOTES
1
NEW WINTER 22' RELEASE - FULL OF GROUNDBREAKING FEATURES
FALL 22' RELEASE NOTES
1
NEW FALL RELEASE FULL OF GROUNDBREAKING FEATURES
PLANNER™
PLANNER™
6
PLANNER™ Overview
Manpower (RTLS Reason Change) & Daily Report
Add Journal Entry
Add Work Labor
Add Daily Impact
View all 6
For Admins
1
PLANNER™ - Navigation and Landing Console
For Trades
5
How to Add Work Tags to Boards
How to Update Tag Progress
How to Add Constraints & Issues
How to Add Journal Entries & Daily Photos
How to View your Daily Reports
For Superintendents
0
Planner Mode (Tablet)
4
Planner Mode - My Work Queue - Tablet
Planner Overview - Tablet
Planner Mode - Boards & Schedules - Tablet
Planner Mode - Daily Reports - Tablet
Plan & Dispatch Boards
20
How to Open a Board in a New Browser Tab
Create Rollups with Budget Line Items
How to Create a New Chain?
How to Add Tags to an Existing Chain?
How to View all Tags of Different Chains that a Tag is associated with?
View all 20
CPM Schedule
4
CPM Schedule Overview
Risks Overview
Resources Overview
Calendar Overview
Budget Manager
14
Budget Manager
How to Create Budget Line Item?
How to Use the Calculator Feature in Budget Manager?
How to Add a Vendor to Budget Manager?
How to Use the Right Pane in Budget Manager?
View all 14
Calendar Dispatch View
2
Planner Mode - Calendar View - Tablet
Dispatch View Overview
Daily Report Center
1
Daily Reports Overview
Tools & Equipment
0
FINANCE™
FINANCE™
11
Budget Manager
Bid Manager
Bid Response Manager
Vendor Contracts
Client Contracts
View all 11
FIELD™
For Architects
0
For Field Workers
0
Map Mode
18
Linking a Smart Item on the Map
Map Mode
Filtering Smart Items
Searching for an Address
Locate Yourself on the Map
View all 18
SKETCH™ Editor
29
Smartapp Sketch™ Editor
How to Open Files in Smartapp Sketch™ - Desktop?
How to Open Files in Smartapp Sketch™ - Mobile?
Sketch™ Menu Options Overview
Multi-Tabs in Sketch™ - Desktop
View all 29
For Admins
1
FIELD™ - Navigation and Landing Console
SAFETY™
For Admins
13
Muster, Hydra, and Sun Station Setup
How to Configure an Air Quality Alert in Safety Bulletin
Configuring 'Air Quality Index' List Values in the List Manager
Configuring Multiple 'Air Quality Alerts'
Send Safety Bulletin Alerts in the Safety Landing Console
View all 13
Safety Orientation & Worker Onboarding
23
Team Orientation View
How to Navigate Team Orientation view in Smartapp SAFETY™
Worker: How to Register in Safety Tracking with NO Preregister
Worker: How to Register in Safety Tracking (Preregistered)
How to Access and Set Up Team Safety Credentials
View all 23
Safety Permits
1
How to Request a Safety Permit
SAFETY™ Landing Console
1
Safety Evacuation Flyer
Bulletins, Alerts & SOS & SMS Notifications
7
Safety Bulletin Overview
SOS & Bulletin Notification
Safety Bulletin SMS Alert
Bulletin & SOS Notification to alert All Project Members/Trade/Role & Send SMS alert to Non- Registered Users
Bulletin : Alert to Non- Registered Users
View all 7
Visitor Log
4
Visitor: How to Register in Safety Tracking with NO Pre-Scheduled Visit
Visitor: How to Register in Safety Tracking with Visit Pre-Scheduled
Visitor Log additional Info in Tile
Visitor Log
Access & Attendance Areas
4
Hydra & Sun Shade Station Settings, Configuration, Alerts & Zone Check-In
Hydra Station Setup
Muster Station Setup
Sun Shade Station Settings, Configuration, Alerts & Zone Check-In
SAFETY™
0
Project Central
Project Central
17
Project Central
How to Start a Trial Project
How to Subscribe to a Project
Smartapp.com Overview
Hardware Bundle Options
View all 17
Org Console
0
Drive Mode
Drive Mode
48
Drive Folders
Quick View with Find and Thumbnail Swipe
Schedules Folder in Drive
360 Folder in Drive
BIM Folders in Drive
View all 48
PLANNER™ Folders
0
FIELD™ Folders
0
SAFETY™ Folders
0
Apps Mode
App Groups
0
Smart Items
0
Workflow
0
Apps Mode
47
How To Create AppGroups
How To Add Columns to the Grid & Create a Custom App Grid View
Bold Reports
How To Add a New Smartitem
How To Perform Workflow
View all 47
Map Mode
Web Map Service (WMS)
0
Geographic Information System (GIS)
0
Smart Items
0
Analytics Mode
Analytics Mode
5
Analytics Mode
How to Add a New Visualization in Analytics Mode
How to Edit a New Visualization in Analytics Mode
How to Add a New Visualization in SmartApp Grid
How to Edit a New Visualization in SmartApp Grid
App Studio™
Creating an App
0
Hardware
Jobsite BADGE™
1
How to Set Up your Badge Printers
Jobsite ACCESS™
0
Jobsite BOARD™
0
Jobsite RTLS™
0
Jobsite GPS™
0
Smart Gate
2
How to use Guard Attendant Mode & Access In Preferences
How to Allow Gate Access Based on Safety Status
Connectors & Add-ons
Hardware Add-ons
3
Smartapp™ Safety Kiosk Live Support
How to Manage your versions
How to Publish Timelapse Videos
Procore Connectors
5
From Procore - How to Install Smartapp Connector
From Smartapp - How to install Procore Connector
How to setup Procore Connector Sync Settings?
Procore - Direct Access to Smartapp PLANNER™
Procore - Direct access to Smartapp SAFETY™
Autodesk Add-ons
0
SAP Connectors
0
Built-ins
1
GIS Built-in Connectors
Autodesk Add-ons (Revit & ACAD)
2
Autocad Drive Connector
Revit Drive Connector
SAP PRO Connector
4
SAP - Sync Settings & Integration
How to Set Sync settings - SAP
How to set SAP settings from inside a Project
How to set Field settings for SAP
SmartGate Settings
2
How to Control Access to Sensitive Jobsite Areas
How to Set up a Locked Area
Project Navigation
Universal Navigator
0
My Workspace
0
Edition Landing Consoles
0
Project Navigation
0
Navigating a Smartapp Project
29
NEW Mode Bar & Edition Consoles UI
How to Navigate to Field - Bundle Subscription?
How to Navigate to Safety - Bundle Subscription?
How to Navigate to Pro - Bundle Subscription?
How to Navigate to Planner - Standalone Subscription?
View all 29
Install & Navigate Smartapp Mobile
0
Project Settings
Project Settings
19
Project Team
Project Info
Companies
Project Locations
How to Add Employees to a Company
View all 19
Location Manager
14
How to Set Up Locations
How to Set a Spatial Type: Polygon in Project Location
How to Add Level Spatial Type: Map Points in Project Location
How to Add Level Spatial Type: Drawing in Project Location
How to Add Level Spatial Type: On Drawing in Project Location
View all 14
Companies
3
How to Add a New Company
How To Edit a Company
Prime Companies & Sub Companies
Team Members
11
How to Add New Team Members
How to Edit a Team Member
How to Delete a Team Member
How to Activate/Deactivate a Team Member
How To Manage A Team Member's Permissions
View all 11
List Manager
0
Live Collaboration Features
LiveCollaboration
3
LiveLink & LiveNote
How to View Comments?
Live Collaboration Overview
PLANNER™ Settings
Planner Settings
21
Work Teams (Crews)
How to Add a Shift
Trades
Work Categories
Skills
View all 21
FIELD™ Settings
Field Settings
19
How to Set Up Drive Folder Security?
Create File Tags
Manage Templates
Manage Palettes
Drive Security
View all 19
FINANCE™ Settings
FINANCE™ Settings
1
Supplemental Contract Files
SAFETY™ Settings
Safety Settings
48
SmartGate - Deny Access
SmartGate Settings
Register SmartGate from Project Locations and Smart Gate Access In & Out
SmartGate - Live Attendant
Job Site In ,Out & Restricted Access Notifications
View all 48
ONE™ Settings
PRO Settings
4
App Studio
Report Manager
Connectors
Theme Settings
Admin Settings
Admin Settings
6
How To Use AnyConnect™ Device Manager
Admin Console
Permission Groups
AnyConnect Device Manager
How to Add Permission Groups
View all 6
AppStudio™
2
How to Manage App Groups in Apps Mode
How to Hide & Unhide Apps for Non-admin Users
ONE™
App Designer
26
App Designer
App Designer - Form App - Overview
How to Edit an App
Collection - Form Field Type
Auto Checkin - Form Field Type
View all 26
Marketplace Apps - Help
30
3-Way Tee
Accident Report
Adapter Coupling
Anode
Architecture, Engineering & Construction Apps
View all 30
App Studio
11
App Studio™ - PRO Settings
How to Create a New App?
How to Deactivate an App?
How to Delete an App?
How to Copy an App?
View all 11