{"_id":"5487257bb3441a1f00f20da0","version":"54870ea57810260b001c36ae","body":"Making 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 of reading this doc, here is a video that shows you how ArchiSnapper works:\n\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=02466f963b9b4bb8845a05b53d3235d7&type=text%2Fhtml&schema=youtube\\\" width=\\\"854\\\" height=\\\"480\\\" scrolling=\\\"no\\\" frameborder=\\\"0\\\" allowfullscreen></iframe>\",\n  \"url\": \"https://www.youtube.com/watch?v=92-kH7-UXVk\",\n  \"title\": \"ArchiSnapper - how it works\",\n  \"favicon\": \"https://s.ytimg.com/yts/img/favicon-vflz7uhzw.ico\",\n  \"image\": \"https://i.ytimg.com/vi/92-kH7-UXVk/hqdefault.jpg\"\n}\n[/block]\nBtw, 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.\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 at least one project with one linked contact, you're good to go.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/cx0GdzWQIGPTWCsMs0Ug_ArchiSnapper_Project.png\",\n        \"ArchiSnapper_Project.png\",\n        \"732\",\n        \"301\",\n        \"#8d5340\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n##2 - Install the ArchiSnapper app on your mobile device\nOn your mobile device, download “ArchiSnapper” from the Google Play or App Store. (ArchiSnapper is available on both iOS and Android devices.)\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 - Click “SYNC” to download your projects and contacts onto 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 - Press '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 - Create a new blank report\nSince this is probably the first field report for this project, select “New blank report.” (In the future, if you already have field reports for a project, you’ll also have the option to clone your last report.)\n\n\n##7 - Enter the project status. \nThis will appear in your 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/KpstishYSTGJ8w9ZZYaF_ArchiSnapper_project_status.png\",\n        \"ArchiSnapper_project_status.png\",\n        \"670\",\n        \"607\",\n        \"#ea6456\",\n        \"\"\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 “Add” to write an observation under one of the categories (which you can change in the online account). \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/QIe84XxYQ7yOHgx75Zrw_ArchiSnapper_Add_Category.png\",\n        \"ArchiSnapper_Add_Category.png\",\n        \"532\",\n        \"485\",\n        \"#f66455\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\nFor every observation you can:\n\n* **Change the status** to OK, NOT, or undefined.\n* **Add photos and sketches** directly from your camera, phone, photo roll, or SD card. \n* **Add notes** with more details. \n* **Indicate which contacts are responsible** for handling this part of the project.\n  \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/jB5GxlpyQ2Wgu73XJ7JO_ArchiSnapper_observation.png\",\n        \"ArchiSnapper_observation.png\",\n        \"549\",\n        \"223\",\n        \"#182e43\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n\n##10 - When you’re done adding observations, click “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\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 web platform and click '[reports](http://app3.archisnapper.com/account/visits?lang=en)'. From here, you can edit your report or send it out directly to your contacts.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/v0RqRsyFRlG6c6R3UY9w_Edit_Send_Report_ArchiSnapper.png\",\n        \"Edit_Send_Report_ArchiSnapper.png\",\n        \"963\",\n        \"228\",\n        \"#c8352a\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n\nWant to tweak your report layout? Add your logo, change fonts, etc? [Click here](http://archisnapper.readme.io/v1.0/docs/manage-report-layout)","excerpt":"","link_external":false,"parentDoc":null,"sync_unique":"","title":"How to create a simple field report (video)","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 (video)


Making 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 of reading this doc, here is a video that shows you how ArchiSnapper works: [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=02466f963b9b4bb8845a05b53d3235d7&type=text%2Fhtml&schema=youtube\" width=\"854\" height=\"480\" scrolling=\"no\" frameborder=\"0\" allowfullscreen></iframe>", "url": "https://www.youtube.com/watch?v=92-kH7-UXVk", "title": "ArchiSnapper - how it works", "favicon": "https://s.ytimg.com/yts/img/favicon-vflz7uhzw.ico", "image": "https://i.ytimg.com/vi/92-kH7-UXVk/hqdefault.jpg" } [/block] Btw, 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 at least one project with one linked contact, you're good to go. [block:image] { "images": [ { "image": [ "https://files.readme.io/cx0GdzWQIGPTWCsMs0Ug_ArchiSnapper_Project.png", "ArchiSnapper_Project.png", "732", "301", "#8d5340", "" ] } ] } [/block] ##2 - Install the ArchiSnapper app on your mobile device On your mobile device, download “ArchiSnapper” from the Google Play or App Store. (ArchiSnapper is available on both iOS and Android devices.) ##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 - Click “SYNC” to download your projects and contacts onto your mobile device [block:image] { "images": [ { "image": [ "https://files.readme.io/ieIrWVOyRmVTFCCr06zB_ArchiSnapper_Sync.png", "ArchiSnapper_Sync.png", "542", "164", "#fc6454", "" ] } ] } [/block] ##5 - Press '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 - Create a new blank report Since this is probably the first field report for this project, select “New blank report.” (In the future, if you already have field reports for a project, you’ll also have the option to clone your last report.) ##7 - Enter the project status. This will appear in your report and can be used to record anything from project progress to weather conditions. [block:image] { "images": [ { "image": [ "https://files.readme.io/KpstishYSTGJ8w9ZZYaF_ArchiSnapper_project_status.png", "ArchiSnapper_project_status.png", "670", "607", "#ea6456", "" ] } ] } [/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 “Add” to write an observation under one of the categories (which you can change in the online account). [block:image] { "images": [ { "image": [ "https://files.readme.io/QIe84XxYQ7yOHgx75Zrw_ArchiSnapper_Add_Category.png", "ArchiSnapper_Add_Category.png", "532", "485", "#f66455", "" ] } ] } [/block] For every observation you can: * **Change the status** to OK, NOT, or undefined. * **Add photos and sketches** directly from your camera, phone, photo roll, or SD card. * **Add notes** with more details. * **Indicate which contacts are responsible** for handling this part of the project. [block:image] { "images": [ { "image": [ "https://files.readme.io/jB5GxlpyQ2Wgu73XJ7JO_ArchiSnapper_observation.png", "ArchiSnapper_observation.png", "549", "223", "#182e43", "" ] } ] } [/block] ##10 - When you’re done adding observations, click “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 web platform and click '[reports](http://app3.archisnapper.com/account/visits?lang=en)'. From here, you can edit your report or send it out directly to your contacts. [block:image] { "images": [ { "image": [ "https://files.readme.io/v0RqRsyFRlG6c6R3UY9w_Edit_Send_Report_ArchiSnapper.png", "Edit_Send_Report_ArchiSnapper.png", "963", "228", "#c8352a", "" ] } ] } [/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)