This covers the basics of interacting with OneSurvey. Topics include how it is used when conducting and/or managing site surveys, and utilizing the cloud-based platform to improve your security system designs.

This will kickstart you, or future users so that you can start off strong.

This video will cover uploading floor plans. Typically, this is completed in the Profile and/or Design Stages. However, users have the option to upload in any stage, depending on their assigned role. Profile Stage is where you will upload a floor plan if it is a new opportunity, unlike if it is an already signed-off project in the design stage or later.

This will guide Organization Admins and Account Managers in the right direction for creating new licensed users.

This template can be effectively used in the Pre-Design Stage (when site surveys are conducted). This is useful for project managers or anyone who is overseeing a site survey for access control systems.

Like the "Door Access" task template, this template can be effectively used in the Pre-Design Stage (when site surveys are conducted). This is useful for project managers or anyone who is overseeing a site survey for CCTV security camera systems.

OneSurvey can be used without internet connectivity during your site surveys. Whether you are conducting an initial site survey (Pre-Design Stage) or installing (Deployment Stage), you can use OneSurvey without an internet connect. The platform is built for IoT, physical security, building automation, Telecom IT devices , Conduit and facilities management. It allows users to work offline and sync later through the cloud, share projects and designs with teams and stakeholders, and generate detailed bills of materials quickly

The OneSurvey app's Gallery feature represents a significant advancement in the management and documentation of field activities for security system projects. This feature allows systems integrators, consultants, Managed Service Providers (MSPs), and clients to view daily albums showcasing the progress of installation and deployment activities within a specified date range. Here are the key advantages and cost-saving aspects of this function:

• Real-Time Visibility: Stakeholders gain immediate access to visual documentation of project progress, enhancing transparency and trust between clients and service providers.

• Efficient Project Management: By providing a visual record of daily activities, the Gallery feature helps in identifying potential issues early, allowing for timely interventions and reducing the need for costly corrections later.

• Enhanced Communication: The feature facilitates better communication among team members and with clients by providing a shared visual reference for discussions, updates, and planning.

• Cost Savings: The ability to monitor project progress in real-time and address issues promptly can lead to significant cost savings by avoiding delays, reducing the need for rework, and optimizing resource allocation.

• Client , Installers management , or MSP's  Engagement and Satisfaction: Offering the stakeholders access to a visual diary of their project not only keeps them engaged but also increases their satisfaction by demonstrating progress and accountability.

They built App , We built Comprehensive Business Solution" "Crafting Success: How OneSurvey's Innovative Tool and Network Empower Your Business". 

Empowering Small Businesses Through AsOneForce Community OneSurvey is not just a SaaS application; it's a platform built on the principle of empowering small businesses. By leveraging the AsOneForce community, OneSurvey connects small businesses with a global network of installation companies and professionals. This network provides a collaborative environment where businesses can share resources, expertise, and opportunities, fostering a supportive ecosystem that enhances their capabilities and reach. Join Us www.AsOneForce.com

• Automated List Creation: The BOM generator automatically compile a list of all items used in a project, including quantities, specifications, and part numbers.

• Integration with Design Tools: It integrate with the app's design or project management tools to pull data directly from project files or drawings.

• Export and Sharing Options: Options to export the BOM in various formats (e.g., CSV, PDF) and share it with team members, suppliers, or clients.

• Real-Time Updates: As changes are made within the project, the BOM generator would update the materials list in real-time to reflect the current project status.

• Cost Estimation: Allowing users to get an overview of the financial implications of the materials required for the project.

The OneSurvey ecosystem is designed to streamline the system lifecycle management process, facilitating collaboration among all stakeholders involved in a project. This ecosystem supports projects from initiation through quality assurance, ensuring efficiency and quality at every step. Here's a detailed look at each phase of the OneSurvey Community Lifecycle, including the roles of clients and manufacturers:

1. Initiation

   • Organization Admin: Sets up the company profile, configures account settings, and grants role access to team members.

   • Account Management: Adds project details, inputs client contacts, and sets early project expectations.

2. Pre-Design

   • Surveyor: Conducts on-site assessments, captures infrastructure details, takes photos, and identifies potential challenges and opportunities.

   • Manufacturer Participation: Manufacturers can engage at this stage, providing input on product specifications and integration possibilities based on the initial survey data.

3. Take-Off

   • Estimators: Review the design to determine the necessary resources, provide a cost estimate, and outline the project timeline.

4. Design

   • Designers: Utilize survey data to create detailed designs, including equipment placement and integration points, while consulting with surveyors for accuracy.

   • Client Engagement: Clients have the opportunity to review preliminary designs, offering feedback and suggestions to ensure the project aligns with their vision and requirements.

5. Approval & Planning

   • Project Managers: Following estimate approval, they create a detailed deployment plan, set project timelines, and maintain ongoing communication with the client to ensure alignment.

6. Deployment

   • Field Technicians: Execute the deployment plan on-site, install equipment according to the design blueprint, and make adjustments as necessary.

7. Quality Assurance

   • QA Staff: Conduct post-deployment inspections to ensure the project meets all quality standards and specifications. Feedback is gathered from all stakeholders, including clients, for potential improvements.

8. Client Project Progress Viewing

   • Clients: Throughout the project lifecycle, clients can view real-time progress, access updates, and communicate with the project team directly within the OneSurvey platform, enhancing transparency and satisfaction.

9. Service Ticket Module

   • Client initiate a service ticket or a request for a MAC ( Move , add or chnages ) 

   • All Users: Any stakeholder, including clients and manufacturers, can effortlessly submit service tickets through OneSurvey for issues or maintenance requests, ensuring prompt attention and resolution.

   • Empowered with the ability to monitor their project's progress in real-time, clients gain access to updates, photos, and service histories directly within the OneSurvey platform. This feature enhances transparency, allowing clients to stay informed and engaged throughout the project lifecycle. Clients can communicate with the project team, request changes, and approve designs, ensuring their vision is accurately realized.

Project and Field real time communication is essential to success of project .

The chat room feature in the OneSurvey app is designed to enhance team collaboration and streamline communication within the context of managing projects. It serves as a centralized platform for administrators, surveyors, designers, estimators, technicians, and other stakeholders involved in a project to communicate in real-time. This feature is particularly useful for coordinating assigned tasks, sharing updates, and making decisions quickly and efficiently, thereby improving project outcomes and ensuring that all team members are aligned with the project's goals and progress.

Key Features of the Chat Room in OneSurvey App:

• Accessibility: Users can easily locate and open the chat room from within a task, ensuring that communication is always relevant and accessible and select specific or all project stakeholders 

• User Interface Overview: The chat interface includes a message input area, chat history, and notifications for task updates, creating a user-friendly environment for team interactions.

• Customizing Notifications: Users have the option to customize chat notifications according to their preferences, ensuring they receive important alerts without being overwhelmed.

• Initiating Conversations: The chat room allows users to start new conversations or join ongoing discussions related to specific tasks, facilitating focused and productive communication.

• Message Features: Users can enhance their messages with formatting, attach files, and incorporate multimedia elements, making the communication more comprehensive and informative.

• Mentioning Team Members: The ability to tag or mention team members ensures that relevant individuals are notified and can respond promptly to messages that require their attention.

• Managing Task Updates via Chat: Users can update a task’s status, priority, and progress directly from the chat, with changes immediately reflected in the task management system, promoting efficiency and transparency.

• Advanced Chat Room Features: Includes search functionality to find specific messages or topics, chat filters to display messages related to certain tasks or dates, and access to historical chat logs for reference and audit purposes.

• Best Practices for Chat Room Usage: Guidelines on communication etiquette, organizational tips for keeping conversations structured, and reminders of security practices to ensure sensitive information is protected.

Service Contract Module

The Service Contract Module is a comprehensive feature within OneSurveyApp designed to streamline the management and execution of service contracts for physical security systems, such as security cameras, door access systems, IoT sensors, and wiring in businesses and commercial buildings. This module is integral for service providers looking to offer structured, recurring revenue models through maintenance and support contracts. Here's how it works:

1. Contract Creation and Management:

   • Service managers can easily create and customize service contracts directly within OneSurveyApp. This includes defining the scope of services, contract duration, pricing, and specific terms and conditions tailored to each client's needs.

   • The module allows for the management of multiple contracts, providing a dashboard view of all active, pending, and expired contracts. This helps service managers keep track of contract statuses and renewal dates.

2. Integration with Service Ticket Module:

   • The Service Contract Module is seamlessly integrated with the Real-Time Service Module, enabling any service tickets or requests for Move/Add/Change (MAC) to be automatically linked to the relevant service contract.

   • This integration ensures that all service activities are documented and accounted for under the appropriate contract, facilitating accurate billing and service tracking.

3. Automated Alerts and Reminders:

   • Automated alerts notify service managers and clients about upcoming maintenance schedules, contract renewals, or expirations. This proactive approach ensures continuous service coverage and helps maintain strong client relationships.

   • Reminders can be set for preventive maintenance visits, ensuring that service teams perform regular checks and updates as stipulated in the service contracts.

4. Reporting and Analytics:

   • The module generates detailed reports on contract performance, including services rendered, client satisfaction, and revenue generated. These insights help service providers assess the profitability and effectiveness of their service contracts.

   • Analytics tools within the module can identify trends, such as common issues resolved under contracts, enabling service providers to improve their offerings and address recurring challenges proactively.

5. Client Access and Transparency:

   • Clients are granted access to view their service contract details, including the scope of services, maintenance schedules, and service history. This transparency builds trust and ensures clients are informed about the services they receive.

   • The module allows clients to request additional services or modifications to their contracts directly through OneSurveyApp, enhancing client engagement and satisfaction.