Site Surveys
Create, assign, and complete photo-annotated site surveys.
Annotation Tools
How to use arrows, angles, text labels, and freeform drawing to annotate survey photos.
Answering Survey Questions
How contractors answer structured survey questions in the mobile app, with autosave, offline support, and a submit checklist.
Building Survey Questions
Author structured survey questions on a sign type so contractors answer them in the field.
Bulk Survey Actions
Select multiple surveys to convert them to signs or delete them, and track bulk operations on the Operations page.
Completing a Survey
How contractors view assigned surveys, annotate photos, take field photos, and submit completed work.
Conditional Survey Logic
Show or require survey questions based on earlier answers using show-when and required-when rules.
Construction-Site Inductions
Mark a job as a construction site so contractors must acknowledge a site induction before they can start any survey.
Converting a Survey to a Sign
How to convert a completed site survey into a sign record, and what data gets carried over.
Creating a Survey
How to create a site survey, upload reference photos, and assign it to a contractor.
Creating a Survey Job
Use the two-step New Job wizard to write a brief, schedule the work, and add the surveys that belong to a job.
Managing a Survey Job
Edit a job after creation, reassign it, cascade due dates to its surveys, and schedule a future release.
Managing Survey Passes
How to purchase, assign, and revoke Site Survey passes for your contractors.
Placing Surveys on a Map
Plot surveys onto an event's image or geo maps, move their pins, and use the layer and job-highlight controls.
Restoring Deleted Surveys
Deleted surveys are kept for 30 days — restore them from Recently deleted before they're permanently purged.
Reusing Survey Questions
Clone question sets between sign types, save reusable question blocks, import/export JSON, and restore earlier versions.
Reviewing Completed Surveys
How to review submitted surveys, view annotations, approve or reject work, and communicate with contractors.
Setting a Survey's Position on Site
As a contractor, move a survey's pin to its real location — by dragging it or using your current GPS position.
Survey Due Dates
Set an optional complete-by date on a site survey. Overdue surveys appear at the top of contractor lists.
What Are Site Surveys?
An overview of the Site Surveys add-on — photo-annotated measurement surveys completed by contractors in the field.
What Are Survey Jobs?
Group related surveys into a single job a contractor accepts — with a shared brief, due date, and on-site information.
Your Jobs On Site
For contractors — find your assigned survey jobs, read the brief, get directions, call the site contact, and start the work.