Tutorials & Demos

Back to OneSurvey

Logging in for the First Time

Accessing your Account

Tutorial 2 Adding New Users

Creating a New User

Expand your horizon as OneSurvey helps your business scale up by saving time!

Adding a New Client

Adding a Client

Create profiles for your clients and organize projects.

Creating a Project

Creating a New Project

Create a new project or opportunity so all of the clients sites are nicely organized. Admins only!

Upload & Scale Plan

Upload your drawings to OneSurvey and come up with a complete design in no time!

How to Add Quick Elements.mp4

How to Add Quick Elements

Speed up the process of finding elements while on site or designing from the office!

Drag & Drop and Icon Adjustments

Dragging and Dropping Icons

Start your project lifecycle off right. Learn how to customize your designs and move elements.

Tutorial 3 Taking a Picture

Taking a Picture

Visit sites with confidence. See how you can take OneSurvey anywhere and track data in real time!

Tutorial 11 Creating Albums and Reports in the Gallery

Adding Details to Elements

Easily document site data via customizable options including comment and fields.

I can't see any projects

I Can't See Any Projects

Here's what you need to do if you are not finding your projects!

OneSurvey User Roles Explained

The OneSurvey user roles ecosystem is designed to facilitate seamless collaboration and efficient management throughout the entire project lifecycle. It enables different team members to contribute their expertise at various stages, from initial site surveys, design creation, and take off to installation and maintenance. This structured approach ensures that tasks are completed accurately and efficiently, with clear handoffs and communication between stages. Clients can also monitor progress and submit service requests through the LiveBuilt feature, ensuring continuous engagement and satisfaction.

Changing Project Stages.mp4

Changing Project Stages

Change the stage of your project and ensure only the right people are collaborating.

Tutorial 13 Exporting Floor Plans

Exporting Floor Plans

Create a pdf of your floor plan to share with steakholders, all in high resolution!

Tutorial 14 Export with your Company Logo

Exporting with Company Logo

Automatically generate reports, including your company logo for professionalism.

Mobile Technician View

The OneSurvey app is accessible via mobile phone, offering technicians the convenience to document and take photos of their work quickly while on site. This drastically reduces time and makes it easy to capture photos of elements integrated into your designs. Watch the video to learn how the mobile technician view can streamline your site survey and deployment processes. All changes made in the mobile technician view are instantly visible to all collaborators across various devices, ensuring real-time accuracy of data.

Using OneSurvey Offline

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 from start to finish. The platform is built for IoT, physical security, building automation, telecom IT devices , conduit and facilities management. It allows users to work offline and synch to the cloud once internet is available.

Tutorial 16 Creating Custom Elements

Creating Custom Elements

See how you can add more specific device icons into your designs and edit presets.

Editing Site Data

View all project updates such as bill of materials in real time and generate reports.

More on the Way!

OneSurvey constantly evolves, and we are here to serve as your resourceful guide in saving time.

Client/Viewer Portal

1. Viewers and clients will see a limited version of the site menus. They can still see all the floor plans inside one site, but not be able to edit them. Attachments, gallery, tasks, and notes all function the same between different user roles.

2. Viewers and clients have a more limited view of OneSurvey. They can still access the projects they have been assigned to and view the floor plan elements, but they cannot move or modify information. There is a toggle switch called "OneSafe" that displays more confidential information for a brief period of time. They can also adjust filters if they only want to see specific element details. Viewers can also take pictures and leave comments but not change existing photos.

Standard User Portal

Standard users will have a portal similar to the image on the left. Surveyors, Designers, Estimators, and Collaborators will still all have access to viewing floor plans and can edit by default.

Standard User Portal

The task engine in OneSurvey is a tool designed to streamline task management by allowing project managers to create, delegate, and track tasks efficiently. It helps prioritize tasks based on urgency and importance, ensuring critical activities are addressed promptly. For example, a project manager can create a task, assign it to a technician, and set deadlines. The technician updates the task status as work progresses, providing real-time tracking and communication. This system ensures tasks are completed on time, improves collaboration, and enhances overall project efficiency.

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