Smartapp.com

WINTER 2024 Release 1

• Winter 2024 Release Notice

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!

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

SUMMER 23' RELEASE NOTES 0

FAQ 0

Getting Started 0

PLANNER™ 9

• Schedule
• PLANNER™ Overview
• Manpower (RTLS Reason Change) & Daily Report
• Add Journal Entry
• Add Work Labor

View all 9

PLANNER™ Settings 24

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

View all 24

CPM Schedule 4

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

For Admins 1

• PLANNER™ - Navigation and Landing Console

For Trades 6

• 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

View all 6

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 21

• 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 21

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

Tools & Equipment 0

Resource View 2

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

Daily Reports 1

• Daily Reports Overview

Materials 0

FINANCE™ 12

• Budget Manager
• Bid Manager
• Bid Response Manager
• Vendor Contracts
• Client Contracts

View all 12

FINANCE™ Settings 2

• Supplemental Contract Files
• Using Blockchain Authentication in FINANCE™

Budgets 18

• Budget Manager Overview
• How to Add a new Budget Line Item
• How to add Vendors to a budget line item
• How to Lock & Unlock budget
• Customize Cost Codes and Cost Types in Budget Manager

View all 18

Bid Manager 10

• Bid Manager Overview
• How to Award Bids
• How to create a New Bid
• How to modify Bid Details & Budget Line Items in a bid
• How to add Reference Files to a bid

View all 10

Bid Response Manager 6

• Bid Response Manager Overview
• How to acknowledge Intent to Bid or Decline a Bid
• Bid Details and Reference Files
• How to Post a Bid Query
• How to respond to a Bid / Submit a Bid Response

View all 6

Estimates 1

• How to Use Estimates

Vendor Contracts 17

• Vendor Contracts Overview
• How to Create a New Vendor Contract
• How to Verify a system created Vendor Contract from a Bid Package
• Contract Details of a Vendor Contract
• How to set Schedule of Values for Vendor Contracts

View all 17

Vendor Pay Applications 11

• Vendor Pay Applications Overview
• How to Create a new Vendor Pay Application?
• How is Vendor Pay App auto-generated by System
• Navigate to Pay Application Details for Vendor Pay App
• Schedule of Values for Vendor Pay Application

View all 11

Client Contracts 19

• Client Contracts Overview
• How to Create a new Client Contract
• How to modify Contract Details of a Client Contract
• How to set Schedule of Values for Client Contracts
• How to Add Contract Files to Client Contracts

View all 19

Client Pay Applications 10

• Client Pay Applications Overview
• How to Create Client Pay Application?
• Pay Application Details for Client Pay App
• Billing Schedule for Client Pay App
• Adding Lien Waiver to a Client Pay Application

View all 10

Change Events 12

• Change Events Overview
• Create Change Event
• Modify Change Event Details, Budget Line Items, Reference Files
• Submit Change Event
• Managing Change Event Requests as Client

View all 12

Forecasts 1

• How to Add Forecasts

Time 0

FIELD™ 1

• FIELD™ - Navigation and Landing Console

FIELD™ Settings 19

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

View all 19

For Architects 0

For Field Workers 0

For Admins 1

• FIELD™ - Navigation and Landing Console

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™ 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

Drawing Log 0

Analytics 0

Smart Submittals 1

• Extract & Publish Specs & Submittals

SAFETY™ 13

• SAFETY™ - Navigation and Landing Console
• Muster, Hydra, and Sun Station Setup
• Muster Station Setup
• Muster Station Configuration
• Hydra Station Setup

View all 13

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

SAFETY™ Landing Console 1

• Safety Evacuation Flyer

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

Team Orientation 17

• How to Navigate Team Orientation view in Smartapp SAFETY™
• How to Access and Set Up Team Safety Credentials
• How to View Safety Status from the Project Team Settings
• How to Use the Safety Credentials Tab in Project Team Settings
• Bulk Print User Badges from Project Team

View all 17

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

Safety Bulletins 12

• 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 12

Safety Permits 1

• How to Request a Safety Permit

Safety Evacuation 1

• Safety Evacuation Flyer

SOS Tracker 0

Safety Onboarding Flyer 7

• Safety Onboarding Flyer
• How to Access the Safety Onboarding Flyer
• How to Register using the Safety Onboarding Flyer?
• Worker Onboarding Steps
• Worker: How to Register in Safety Tracking with NO Preregister

View all 7

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

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

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

ONE™ Settings 4

• App Studio
• Report Manager
• Connectors
• Theme Settings

Marketplace Apps - Help 30

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

View all 30

Org Settings 5

• Pay Calendar at Org and Project Level
• Staff Onboarding in Org Central™
• Reserve Staff - From ORG
• Creating a Project Template
• Org Roles & Permissions

App Studio 18

• How to Create a New App?
• How to Deactivate an App?
• How to Delete an App?
• How to Copy an App?
• How to Import an App from Another Project?

View all 18

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

Drive 50

• Drive Folders
• Quick View with Find and Thumbnail Swipe
• Schedules Folder in Drive
• 360 Folder in Drive
• BIM Folders in Drive

View all 50

App Groups 0

Smart Items 0

Workflow 0

Apps Mode 57

• 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 57

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

Time Tracking 3

• Time Tracking
• Time Log: Summary View
• Add Time from Work Queue

Brena 2

• Brena - Save Chart - Publish to Analytics & Report
• Live Link - Meeting Highlights & Brena as Note Taker

Universal Navigator 0

My Workspace 0

Edition Landing Consoles 0

Project Navigation 0

Navigating a Smartapp Project 17

• Edition & Mode Bar UI
• How to Navigate to Planner - Standalone Subscription?
• How to Navigate to Field - Standalone Subscription?
• How to Navigate to Safety - Standalone Subscription?
• How to Navigate to Apps Mode?

View all 17

Install & Navigate Smartapp Mobile 0

Project Settings 25

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

View all 25

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 4

• How to Add a New Company
• How To Edit a Company
• Prime Companies & Sub Companies
• Manage Companies - Activating & Deactivating 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

LiveCollaboration 3

• LiveLink & LiveNote
• How to View Comments?
• Live Collaboration Overview

Jobsite BADGE™ 1

• How to Set Up your Badge Printers

Jobsite ACCESS™ 3

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

Jobsite BOARD™ 0

Jobsite RTLS™ 0

Jobsite GPS™ 0

Smart Gate 0

Hardware Add-ons 3

• Smartapp™ Safety Kiosk Live Support
• How to Manage your versions
• How to Publish Timelapse Videos

SAP Connectors 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

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

Built-ins 1

• GIS Built-in Connectors

Autodesk Add-ons (Revit & ACAD) 2

• Autocad Drive Connector
• Revit Drive Connector

SmartGate Settings 2

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