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Help Center
The Basics

Short Training Videos
The Basics
Editing Surveys
Collaborating
- Team Management
- Sharing Surveys
Reporting
Element Profiles
- Element Profiles
- Accessories
Tablet App
Training Opportunities
Billing
- Plans & Renewals
- Cancellations
Software API Integrations
FAQs

The Basics

Understanding the settings and customization within System Surveyor.

Getting Started [Web Editor 2.0]
How to Enable Web Editor 2.0?
Available Features in Web Editor 2.0
Web Editor 2.0 Webinar (~35 min)

Overview

Overview
Glossary of Common Terms
Accessing System Surveyor [Web & Tablet App]

Settings

Profile
Account
Users
Element Profiles
Budget Estimator
Settings

Adding Team Members

Invite Team Members
Enable/disable Team Members

Workbench

Creating a Site
Team Library
Site Options
Team Workbench
Delete Site

Site Dashboard

Site Dashboard
Organizing your Surveys
Creating Site Folders
Creating a Survey

Pro-Tips

Pro-tip: Renumber Elements based on Your Use Case
Pro-tip: Take Multiple Photos on Site Walks
Pro-tip: Make Mass Updates using Excel Bulk Export/Import
Pro-tip: Expedite design time with the Duplicate Button
Pro-tip: Understand how Sites and Surveys are Listed
Pro-Tip: Maximize the Installation Status Feature