Smartapp.com

FALL 22' RELEASE NOTES 1

• NEW FALL RELEASE FULL OF GROUNDBREAKING FEATURES

WINTER 22' RELEASE NOTES 1

• NEW WINTER 22' RELEASE - FULL OF GROUNDBREAKING FEATURES

SPRING 23' RELEASE NOTES 1

• A New (Spring) Release Full of Groundbreaking New Features!

SUMMER 23' RELEASE NOTES 0

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

Project Settings 18

• Project Team
• Project Info
• Companies
• Project Locations
• How to Add Employees to a Company

View all 18

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 10

• 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 10

Navigating a Smartapp Project 28

• 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 28

Install & Navigate Smartapp Mobile 0

Planner Mode 2

• For Admins/GCs
• For All or Multiple PLANNER™ Roles

Plan & Dispatch Boards 20

• For All or Multiple PLANNER™ Roles
• 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?

View all 20

Budget Manager 15

• 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 15

Calendar Dispatch View 2

• Planner Mode - Calendar View - Tablet
• Dispatch View Overview

Daily Report Center 1

• Daily Reports Overview

Tools & Equipment 0

CPM Schedule 4

• CPM Schedule Overview
• Risks Overview
• Resources Overview
• Calendar Overview

Bids 0

Budget 0

Contracts 0

Payments 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 28

• 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 28

SAFETY™ Landing Console 1

• Safety Evacuation Flyer

Safety Orientation & Worker Onboarding 21

• 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
• How to Access the Safety Onboarding Flyer

View all 21

Safety Permits 1

• How to Request a Safety Permit

Bulletins, Alerts & SOS & SMS Notifications 8

• Safety Bulletin
• SOS & Bulletin Notification
• Safety Bulletin SMS Alert
• Bulletin & SOS Notification to alert All Project Members/Trade/Role & Send SMS alert to Non- Registered Users
• Safety Bulletin SMS Alert

View all 8

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

App Designer 54

• App Designer
• App Designer - Form App - Overview
• How to Edit an App
• Collection - Form Field Type
• Auto Checkin - Form Field Type

View all 54

Marketplace Apps - Help 113

• 3-Way Tee
• Accident Report
• Adapter Coupling
• Anode
• Architecture, Engineering & Construction Apps

View all 113

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

Drive Mode 45

• Schedules Folder in Drive
• 360 Folder in Drive
• BIM Folders in Drive
• Photos Folder In Drive
• Videos Folder in Drive

View all 45

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

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

LiveCollaboration 6

• LiveLink & LiveNote
• Streams
• LiveChat
• LiveBar
• How to View Comments?

View all 6

Planner Settings 21

• Work Teams (Crews)
• How to Add a Shift
• Trades
• Work Categories
• Skills

View all 21

Field Settings 18

• How to Set Up Drive Folder Security?
• Create File Tags
• Manage Templates
• Manage Palettes
• Drive Security

View all 18

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

PRO Settings 4

• App Studio
• Report Manager
• Connectors
• Theme 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

Hardware Add-ons 4

• 360 Camera
• 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 (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

Built-ins 1

• GIS Built-in Connectors

SmartGate Settings 2

• How to Control Access to Sensitive Jobsite Areas
• How to Set up a Locked Area

Smart Gate 2

• How to use Guard Attendant Mode & Access In Preferences
• How to Allow Gate Access Based on Safety Status