The Basics

Understanding the settings and customization within System Surveyor.

• Starting a Survey [Video ~2 min]
• 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
• Delete Site
• Team Workbench

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