Q: How do I navigate OneSurvey?

A: The main navigation bar at the left of the main screen contains buttons that allow you to access the different sections of OneSurvey. These include buttons for Dashboard, Clients, Tickets, Quality Assurance, Admin, and more. Clicking on these buttons will take you to those sections of the app.

Q: What are the main sections I can access in OneSurvey?

A:

- Dashboard - See an overview of your projects and their stages.

- Clients - View and manage client companies and users.

- Tickets - Open and track tickets for issues/requests.

- Quality Assurance - Review quality assurance submissions.

- Admin - Manage users, roles, settings (for admins).

- Resources - Access tutorials, FAQs and other learning material.

Q: How do I find my projects?

A: Click on the "Dashboard" button in the main navigation bar on the left. Here you will see a list of all the projects you have access to. You can click on a project name to open it.

Q: How do I change settings or access admin features?

A: Click the "Admin" button in the main navigation bar. If you have admin privileges, this will let you access settings and admin features like managing users. Non-admin users will not see the Admin button.

Q: How do I contact my clients in OneSurvey?

A: Click on "Clients" in the main navigation bar. Here you can view details of your client companies and users. You can contact them directly using the contact information provided here.

Q: Where can I see my surveys and floor plans?

A: Surveys and floor plans are contained within your projects. Go to "Projects", open a project and you will be able to access the surveys and floor plans associated with that project.

Q: How do I move between sections in OneSurvey?

A:

- Use the main navigation bar at the left of the screen.

- It contains buttons for the key sections - Dashboard, Projects, Clients etc.

- Click any button to go directly to that section.

Q: What's in the Admin section?

A:

- The Admin section is accessed by clicking the "Admin" button.

- Here admins can manage users, organizations, settings, roles, and permissions.

- Non-admin users won't have access to the Admin section.

Q: What is the LiveBuilt section for?

A:

- LiveBuilt lets clients access project documentation after completion.

- Clients can view final results and submit tickets from LiveBuilt.

Q: What is the main navigation bar and how do I use it?

A: The main navigation bar is the main menu found when first logging in to OneSurvey. It provides the main categories or options that users are using. By clicking on the different options in the main navigation bar, you can navigate through the various sections of OneSurvey. This includes the 'Projects' section where you can view, edit, and add new projects, and the 'Resources' section where you can access a comprehensive resource hub for the OneSurvey app.

Q: How do I change the visibility settings of certain icons for easier visibility of the desired elements?

A: In the settings button in the left navigation bar, there is a 'Visibility settings' option. This provides an option to filter certain icons for easier visibility of the desired elements. This can be particularly useful when your floor plan has many different types of icons and you want to focus on a specific type.

Q: How do I share a survey via email?

A: In the settings button in the left navigation bar, there is a 'Share via email' function. This allows you to share a survey via email and an image file can be viewed by the recipient. This can be particularly useful when you need to share your work with colleagues or clients.

Q: How do I go back to the main dashboard from a project?

A: In the left toolbar, there is a 'Back button'. This button returns the user to the dashboard from a project or any other section of the app. This is particularly useful when you want to switch between different projects or access other features of the app from the main dashboard.

Q: How do I revert back to a previously saved version of my project?

A: In the left toolbar, there is a 'Saved versions' function. This grants you the option to revert back to a previously saved option, much like a backup. This can be particularly useful when you want to undo recent changes and go back to a previous state of your project.

Q: How do I change the size of the icons on my floor plan?

A: In the settings button in the left navigation bar, there is an 'Icon size' function. This allows you to shrink or enlarge the size of the elements on a drawing for easiest or most practical visibility of the icons/elements. This can be particularly useful when your floor plan is crowded with icons and you want to make them more distinguishable.

Q: How do I view various information for the installation element and survey?

A: In the settings button in the left navigation bar, there is an 'Element data' function. This displays various information for the installation element, and survey, including a menu with labels of the element, quantity of elements, height, installation area, and more.

For support, contact us via email at support@onesurveyapp.com

To speak with a sale associate, email sales@onesurveyapp.com

For accounting, contact us via email at accounting@onesurveyapp.com

For legal concerns, contact us via email at legal@onesurveyapp.com

To provide suggestions, contact us via email at suggestions@onesurveyapp.com

You may also contact us directly via phone at (949)594-5959