Support category

Getting started

Set up your SiteSurvey workspace, create your first project and get your field team ready to capture complete site records from day one.

Create your account and first project

Set up a SiteSurvey workspace and create the project that will hold your spaces, products, forms and site records from the first site visit.

Use the SiteSurvey dashboard to review active work, project stages, recent changes, today’s bookings and workspace setup.

Learn how SiteSurvey connects the project, its physical spaces and every product installed or surveyed within them into one organised site record.

Invite team members to SiteSurvey, assign the right roles and help them install the iOS or Android app so field capture starts on day one.

Create customer records in the SiteSurvey web portal and keep their contact, site and project details up to date.

Tell us what you are trying to do and where you became stuck.