23 Useful ArchiSnapper Features
Here are 21 cool features (along with info on how to implement them) that will help you get the most value from ArchiSnapper and save even more time. Adopt any you love; ignore any you don’t.
We split the features into 4 categories:
- Easy field reports and To Do lists
- ArchiSnapper-hacks on the app
- Effective team collaboration
- Simplified administrative processes
As always, don’t hesitate to reach out with questions, doubts or suggestions: firstname.lastname@example.org. We’re here to help!
And now the list of features. Ta-dam!
Easy field reports and To Do lists
1. Edit (or even create) reports from your online account
2. Merge reports
3. Checklist based inspections
4. Punch lists with checklists
5. Make accurate reports with your own brand and layout settings
6. Manage observations tags
7. To Do list of observations
8. Manage units on project level
ArchiSnapper-hacks on the App
Effective team collaboration in construction projects
14. Share observations with non-ArchiSnapper users
15. Schedule weekly emails to assignees, with their pending items
16. Manage users and work in the same account
17. Invite assignees to give feedback on open items
Simplified administrative processes
18. Export reports and photos to Dropbox, Google Drive, FTP or CSV
19. Request documents from other parties
20. Integrate with our integration partners
21. Import contacts from Gmail, Yahoo or Outlook
22. Manage and import project photos
23. Email project contacts and keep track of sent emails
While it is possible to draft and send field reports with the ArchiSnapper app, lots of our customers stick with short notes, pictures and location pointers on-site, and complete the report with more text when they are back in the office – using the web platform.
Did you know you can merge field reports? You can merge them into one report containing all items.
You can also copy items from the To Do list of a project into a report and vice versa. Some of our users start the punch list process with the To Do list and then copy all items into a punch list report at the end, for example.
A list of predefined checklist items helps you keep on overview of what you still need to review, without consuming your mental RAM. When doing checklist based site visits with ArchiSnapper, you can review the predefined items or add new ones.
You can setup and manage your checklists with the online account, and then use them with the app on-site.
Some ArchiSnapper users use the checklist functionality for punch lists. They set up project-specific checklists, using the categories in the checklist for the different units or areas of the project and the checklist items for things to review per unit/area.
Choose one of our templates, and add your own logo, header, titles and footer. Play with font type, font color, labels, picture size and more.
Make a good impression with professional reports that have all the necessary details: project data, number and date of the report, contacts table with people present on site, general conditions, standard text blocks, and of course the observations with photos, text, numbering, sketches, location pointers, date, and assignees.
You can manage observations tags from your online account. You can then tag observations with these labels.
Example: you could make a tag called ‘urgent’ and give it a red color. If you then label an observation as urgent it will show the red tag in the PDF reports.
You can also filter on these tags from the ‘all observations‘ table.
If you’re a contractor and you want to document observations (complete with pictures, assignees, and location on floor plans) and then share these observations with the project team – then To Do lists are what you need.
You can set up different areas within a project from the online account, eg for every room or floor in the project. You can then assign these sections to observations and filter on them.
For any observation, you can open up a floor plan, zoom in, annotate it, and then save a snapshot that will be inserted as an accompanying photo.
When working in a field report or To Do list with the app, you can open a floor plan and tap on a certain location to add an observation with photos, assignees, status, sections and more.
Talking goes faster than typing. The voice dictation features embedded in iOS and Android are better than most people think, and we see ever more of our customers using this.
From the ArchiSnapper app on your phone or tablet, you can tap on the project name and then go to the field reports for this project. From there you open, clone, sign or send any report.
In the app, there are clone settings (see ‘settings’ button in the left top). You can select whether or not you want to clone the report status, people present, report pictures and the OK items.
Some of our users don’t clone the OK items from the previous report (because they make the report longer and don’t add a lot of value).
Want to share observations with a subcontractor or owner? No problem — this help doc shows you how.
If you have admin rights, you can invite new users and assign users to projects.
You can invite contacts that are assigned to items, so they can give feedback on their pending items. They’ll get a free ArchiSnapper account in which they’ll see all their pending items. They’ll be able to add pictures or notes to these items, and send them for approval when they are fixed. Here is a help doc with more info.
After you connect ArchiSnapper to your Dropbox/Drive/FTP/…, your PDF reports and pictures will automatically sync every four hours.
If you have an FTP server you can even set it up like this that ArchiSnapper reports and pictures are exported into the already existing project folders on your server. You can set this up from here in your online account.
If you want to analyze your ArchiSnapper data, you can do an export to CSV and use pivot tables (to see how many reports have been created per user or project for example).
With ArchiSnapper you can manage a list of documents to receive from other parties. Examples could be energy modeling docs, the technical drawings that an engineer or contractor needs to provide, or as-built plans.
Are you using any of these software tools to manage your projects and administration? By connecting ArchiSnapper to any of these, projects, contacts, and documents will be imported automatically into your ArcihSnapper account. No more double data input!
Easy as pie.
With the ArchiSnapper app you can also just take project pictures – without any text or anything. You can do this by tapping on the project name and then on ‘internal pictures’.
These pictures will be stored and available on project level in the online account. And you can easily insert these pictures to observations. Here is a help doc with more info.
In ArchiSnapper you typically have all project related contacts available, together with email address and other details. Did you know that you can use ArchiSnapper to send your contacts simple emails (without field reports or punch lists)? These sent emails are logged in your online ArchiSnapper account. Need an overview all emails sent to a certain contact or for a specific project? Go to the emails logs, filter on the project, and kaboom … here you have’em. Here is a help doc with more info.
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