{"_id":"5487257bb3441a1f00f20da0","version":"54870ea57810260b001c36ae","body":"Creating a field report with ArchiSnapper is easy. Follow the 12 steps below and you'll have your first report ready in 5 minutes. \n\nIf you prefer to watch a video instead:\n[block:embed]\n{\n  \"html\": \"<iframe class=\\\"embedly-embed\\\" src=\\\"//cdn.embedly.com/widgets/media.html?src=https%3A%2F%2Fwww.youtube.com%2Fembed%2F92-kH7-UXVk%3Ffeature%3Doembed&url=http%3A%2F%2Fwww.youtube.com%2Fwatch%3Fv%3D92-kH7-UXVk&image=https%3A%2F%2Fi.ytimg.com%2Fvi%2F92-kH7-UXVk%2Fhqdefault.jpg&key=f2aa6fc3595946d0afc3d76cbbd25dc3&type=text%2Fhtml&schema=youtube\\\" width=\\\"854\\\" height=\\\"480\\\" scrolling=\\\"no\\\" frameborder=\\\"0\\\" allow=\\\"autoplay; fullscreen\\\" allowfullscreen=\\\"true\\\"></iframe>\",\n  \"url\": \"https://www.youtube.com/watch?v=92-kH7-UXVk&feature=youtu.be\",\n  \"title\": \"ArchiSnapper - how it works\",\n  \"favicon\": \"https://s.ytimg.com/yts/img/favicon-vfl8qSV2F.ico\",\n  \"image\": \"https://i.ytimg.com/vi/92-kH7-UXVk/hqdefault.jpg\"\n}\n[/block]\nIf you are interested in a more detailed instruction video, you can click [here](https://archisnapper.readme.io/docs/product-demo-recording) to watch a recording of one of our ArchiSnapper product webinars.\n\n------------------\n\nFollow these 12 easy steps to get started with ArchiSnapper:\n\n##1 - Projects\nGo to [http://app3.archisnapper.com/](http://app3.archisnapper.com/) on your computer and click on “Projects.” If you have a project with at least one contact linked to it, you're good to go.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/ec95a9e-archisnapper_field_report_app_contractors_and_architects.png\",\n        \"archisnapper field report app contractors and architects.png\",\n        623,\n        292,\n        \"#e9eaec\"\n      ]\n    }\n  ]\n}\n[/block]\n##2 - Install the ArchiSnapper app on your mobile device (phone or tablet)\nOn your mobile device, download “ArchiSnapper” from Google Play or the App Store. \n\n##3 - Log on to the app using your email and password\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/0UPUfP1mSkSyHO6thXJm_ArchiSnapper_Login.png\",\n        \"ArchiSnapper_Login.png\",\n        \"355\",\n        \"200\",\n        \"#0daec4\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n##4 - Tap “SYNC” to download your projects, contacts and other data to your mobile device\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/ieIrWVOyRmVTFCCr06zB_ArchiSnapper_Sync.png\",\n        \"ArchiSnapper_Sync.png\",\n        \"542\",\n        \"164\",\n        \"#fc6454\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n##5 - Tap 'New Report' for any of your projects.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/rZA4O2fQbqxTWh8KWsXs_ArchiSnapper_new_report.png\",\n        \"ArchiSnapper_new_report.png\",\n        \"544\",\n        \"149\",\n        \"#fb6454\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n##6 - Start from categories\nSince this is probably the first field report for this project, select “Start from categories.” When you already have field reports for a project, you’ll also have the option to [clone your last report](https://archisnapper.readme.io/docs/how-to-clone-your-previous-report). Tip: this clone functionality is very useful as it allows you to create a new field report starting from the previous one, almost all our users use this.\n\n\n##7 - Enter the project status and status photos. \nThis will appear in your field report and can be used to record anything from project progress to weather conditions.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/63df07b-simple_field_report_and_punch_list_app.png\",\n        \"simple field report and punch list app.png\",\n        626,\n        271,\n        \"#e3e2e2\"\n      ]\n    }\n  ]\n}\n[/block]\n##8 - Indicate which contacts are present on the job site\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/fPaRCPjdS8GojzlLGmxh_ArchiSnapper_people_present.png\",\n        \"ArchiSnapper_people_present.png\",\n        \"673\",\n        \"647\",\n        \"#1c3348\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n##9 - Add an observation\nClick “+” to add an observation to any of the categories.\n\nNote: instead of working from the category list, you can also add observations directly from your PDF documents (floor plans, drawings). Tap 'PDF plan' at the top of the category list and then select a PDF document and tap on the plan to add an observation on that location.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/0924fd6-archisnapper_app_for_construction_site_visits.png\",\n        \"archisnapper app for construction site visits.png\",\n        657,\n        673,\n        \"#e6ece4\"\n      ]\n    }\n  ]\n}\n[/block]\nNote: you can manage the observation categories [online](https://app3.archisnapper.com/categories?lang=en), or use the [checklist functionality](https://archisnapper.readme.io/docs/working-with-checklists).  \n\nFor every observation you can:\n\n* **Change the status** (OK, NOT OK, or undefined).\n* **Add photos and sketches**: you can take photos from your camera or insert photos from your roll, or annotate/sketch on a PDF document. \n* **Add descriptions** with more details. Tip: try the ['voice to text' functionality](https://archisnapper.readme.io/docs/voice-to-text). \n* **Assign** the item to any of the contacts available for this project.\n* **Locate** the item on a PDF floor plan\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/1f2a8b9-archisnapper_simple_field_report_app_for_architects_and_contractors.png\",\n        \"archisnapper simple field report app for architects and contractors.png\",\n        622,\n        550,\n        \"#385270\"\n      ]\n    }\n  ]\n}\n[/block]\n##10 - When you’re done documenting observations, tap “Save and exit” \n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/I2KDUOVARhC6NMnaAqtI_ArchiSnapper_save.png\",\n        \"ArchiSnapper_save.png\",\n        \"551\",\n        \"559\",\n        \"#1b344a\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n##11 - Click “SYNC” to upload your report to your online account\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/H02vFRTjTrqSqdarofa9_ArchiSnapper_upload_report.png\",\n        \"ArchiSnapper_upload_report.png\",\n        \"547\",\n        \"130\",\n        \"#f42825\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n\n##12 - Edit and send the report from your online account\nAll set! The report you just created is now available in your online account. On your computer, log on to the online ArchiSnapper account and click '[reports](http://app3.archisnapper.com/account/visits?lang=en)'. From here, you can edit your report, download it as a PDF or send it out directly to your contacts.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/ecc21a5-archisnapper_simple_site_inspection_app_for_contractors_and_architects.png\",\n        \"archisnapper simple site inspection app for contractors and architects.png\",\n        1061,\n        440,\n        \"#f2f2f2\"\n      ]\n    }\n  ]\n}\n[/block]\nWant to tweak your report layout? Add your logo, change fonts, etc? [Click here](http://archisnapper.readme.io/v1.0/docs/manage-report-layout)\n\nWant to sign off the field report on site? See[ here](https://archisnapper.readme.io/docs/sign-off-field-report-or-punch-list-from-archisnapper-app) how that works.\n\nGo to you [all observations table (online)](https://app3.archisnapper.com/account/checklist_items?lang=en) if you want to filter, group and share lists of observations. \n\nWant assignees to give feedback on the items assigned to them? You can invite them to collaborate. See [here](https://archisnapper.readme.io/docs/use-archisnapper-to-collaborate-with-other-parties) how this works. \n\nLooking for more features? Brows through the help docs in the left column of this page.\n\nQuestions? support:::at:::archisnapper.com. Don't hesitate to reach out, we love to help our users.","excerpt":"","link_external":false,"parentDoc":null,"sync_unique":"","title":"How to create a simple Field Report with ArchiSnapper","type":"basic","api":{"auth":"never","basic_auth":false,"params":[],"results":{"codes":[]},"settings":"","try":true,"url":""},"createdAt":"2014-12-09T16:38:19.053Z","githubsync":"","isReference":false,"next":{"description":"","pages":[]},"user":"54870d54f907080b00fc49cd","category":"548713127810260b001c36bd","hidden":false,"link_url":"","order":0,"__v":52,"project":"54870ea47810260b001c36ab","slug":"first-steps-with-archisnapper","updates":[],"childrenPages":[]}

How to create a simple Field Report with ArchiSnapper


Creating a field report with ArchiSnapper is easy. Follow the 12 steps below and you'll have your first report ready in 5 minutes. If you prefer to watch a video instead: [block:embed] { "html": "<iframe class=\"embedly-embed\" src=\"//cdn.embedly.com/widgets/media.html?src=https%3A%2F%2Fwww.youtube.com%2Fembed%2F92-kH7-UXVk%3Ffeature%3Doembed&url=http%3A%2F%2Fwww.youtube.com%2Fwatch%3Fv%3D92-kH7-UXVk&image=https%3A%2F%2Fi.ytimg.com%2Fvi%2F92-kH7-UXVk%2Fhqdefault.jpg&key=f2aa6fc3595946d0afc3d76cbbd25dc3&type=text%2Fhtml&schema=youtube\" width=\"854\" height=\"480\" scrolling=\"no\" frameborder=\"0\" allow=\"autoplay; fullscreen\" allowfullscreen=\"true\"></iframe>", "url": "https://www.youtube.com/watch?v=92-kH7-UXVk&feature=youtu.be", "title": "ArchiSnapper - how it works", "favicon": "https://s.ytimg.com/yts/img/favicon-vfl8qSV2F.ico", "image": "https://i.ytimg.com/vi/92-kH7-UXVk/hqdefault.jpg" } [/block] If you are interested in a more detailed instruction video, you can click [here](https://archisnapper.readme.io/docs/product-demo-recording) to watch a recording of one of our ArchiSnapper product webinars. ------------------ Follow these 12 easy steps to get started with ArchiSnapper: ##1 - Projects Go to [http://app3.archisnapper.com/](http://app3.archisnapper.com/) on your computer and click on “Projects.” If you have a project with at least one contact linked to it, you're good to go. [block:image] { "images": [ { "image": [ "https://files.readme.io/ec95a9e-archisnapper_field_report_app_contractors_and_architects.png", "archisnapper field report app contractors and architects.png", 623, 292, "#e9eaec" ] } ] } [/block] ##2 - Install the ArchiSnapper app on your mobile device (phone or tablet) On your mobile device, download “ArchiSnapper” from Google Play or the App Store. ##3 - Log on to the app using your email and password [block:image] { "images": [ { "image": [ "https://files.readme.io/0UPUfP1mSkSyHO6thXJm_ArchiSnapper_Login.png", "ArchiSnapper_Login.png", "355", "200", "#0daec4", "" ] } ] } [/block] ##4 - Tap “SYNC” to download your projects, contacts and other data to your mobile device [block:image] { "images": [ { "image": [ "https://files.readme.io/ieIrWVOyRmVTFCCr06zB_ArchiSnapper_Sync.png", "ArchiSnapper_Sync.png", "542", "164", "#fc6454", "" ] } ] } [/block] ##5 - Tap 'New Report' for any of your projects. [block:image] { "images": [ { "image": [ "https://files.readme.io/rZA4O2fQbqxTWh8KWsXs_ArchiSnapper_new_report.png", "ArchiSnapper_new_report.png", "544", "149", "#fb6454", "" ] } ] } [/block] ##6 - Start from categories Since this is probably the first field report for this project, select “Start from categories.” When you already have field reports for a project, you’ll also have the option to [clone your last report](https://archisnapper.readme.io/docs/how-to-clone-your-previous-report). Tip: this clone functionality is very useful as it allows you to create a new field report starting from the previous one, almost all our users use this. ##7 - Enter the project status and status photos. This will appear in your field report and can be used to record anything from project progress to weather conditions. [block:image] { "images": [ { "image": [ "https://files.readme.io/63df07b-simple_field_report_and_punch_list_app.png", "simple field report and punch list app.png", 626, 271, "#e3e2e2" ] } ] } [/block] ##8 - Indicate which contacts are present on the job site [block:image] { "images": [ { "image": [ "https://files.readme.io/fPaRCPjdS8GojzlLGmxh_ArchiSnapper_people_present.png", "ArchiSnapper_people_present.png", "673", "647", "#1c3348", "" ] } ] } [/block] ##9 - Add an observation Click “+” to add an observation to any of the categories. Note: instead of working from the category list, you can also add observations directly from your PDF documents (floor plans, drawings). Tap 'PDF plan' at the top of the category list and then select a PDF document and tap on the plan to add an observation on that location. [block:image] { "images": [ { "image": [ "https://files.readme.io/0924fd6-archisnapper_app_for_construction_site_visits.png", "archisnapper app for construction site visits.png", 657, 673, "#e6ece4" ] } ] } [/block] Note: you can manage the observation categories [online](https://app3.archisnapper.com/categories?lang=en), or use the [checklist functionality](https://archisnapper.readme.io/docs/working-with-checklists). For every observation you can: * **Change the status** (OK, NOT OK, or undefined). * **Add photos and sketches**: you can take photos from your camera or insert photos from your roll, or annotate/sketch on a PDF document. * **Add descriptions** with more details. Tip: try the ['voice to text' functionality](https://archisnapper.readme.io/docs/voice-to-text). * **Assign** the item to any of the contacts available for this project. * **Locate** the item on a PDF floor plan [block:image] { "images": [ { "image": [ "https://files.readme.io/1f2a8b9-archisnapper_simple_field_report_app_for_architects_and_contractors.png", "archisnapper simple field report app for architects and contractors.png", 622, 550, "#385270" ] } ] } [/block] ##10 - When you’re done documenting observations, tap “Save and exit” [block:image] { "images": [ { "image": [ "https://files.readme.io/I2KDUOVARhC6NMnaAqtI_ArchiSnapper_save.png", "ArchiSnapper_save.png", "551", "559", "#1b344a", "" ] } ] } [/block] ##11 - Click “SYNC” to upload your report to your online account [block:image] { "images": [ { "image": [ "https://files.readme.io/H02vFRTjTrqSqdarofa9_ArchiSnapper_upload_report.png", "ArchiSnapper_upload_report.png", "547", "130", "#f42825", "" ] } ] } [/block] ##12 - Edit and send the report from your online account All set! The report you just created is now available in your online account. On your computer, log on to the online ArchiSnapper account and click '[reports](http://app3.archisnapper.com/account/visits?lang=en)'. From here, you can edit your report, download it as a PDF or send it out directly to your contacts. [block:image] { "images": [ { "image": [ "https://files.readme.io/ecc21a5-archisnapper_simple_site_inspection_app_for_contractors_and_architects.png", "archisnapper simple site inspection app for contractors and architects.png", 1061, 440, "#f2f2f2" ] } ] } [/block] Want to tweak your report layout? Add your logo, change fonts, etc? [Click here](http://archisnapper.readme.io/v1.0/docs/manage-report-layout) Want to sign off the field report on site? See[ here](https://archisnapper.readme.io/docs/sign-off-field-report-or-punch-list-from-archisnapper-app) how that works. Go to you [all observations table (online)](https://app3.archisnapper.com/account/checklist_items?lang=en) if you want to filter, group and share lists of observations. Want assignees to give feedback on the items assigned to them? You can invite them to collaborate. See [here](https://archisnapper.readme.io/docs/use-archisnapper-to-collaborate-with-other-parties) how this works. Looking for more features? Brows through the help docs in the left column of this page. Questions? support@archisnapper.com. Don't hesitate to reach out, we love to help our users.