Infobric Field Support

Account owner

How do I create a new project?
1. Click on the gear in the upper right corner. 2. Click on Create project at the top right. 2. Fill in the project details. 3. Fill in the invoice de...
Tags
Tags are used in inspection templates and in your report flows to organize your data produced during the rounds which connected to that template.  If yo...
How do I add a new company to my company account?
Click on the cogwheel icon at the top right. Click on Companies. Click on Add company. Fill in the Company name. Click on add a new company if...
How do I create an inspection template for my account?
Inspection templates can be setup using multiple components: Checklist - list of items which can be checked during inspection Form - combination of di...
How do I create a checklist for my account?
Checklist (previously known as “Template”) is a list of items which can be checked during inspection. NOTE! The checklist must be included in an inspect...
How do I create a form for my account?
Form is a combination of different form fields which can be filled out during an inspection. You can build different forms using the form builder and later ...
How do I invite new users to my company account?
Click on the cogwheel icon at the top right. Click on Users. Click on Invite Contact. Fill in the requested information. Click on Invite.
Change personal information of an existing user
Click on the cogwheel icon at the top right corner Click on Users. Click on the pen to the right of the name of the user that you want to edit. H...
Set default deviation due times on account level
Press the the cog wheel icon at the top right to access the settings for the account. . Click on Deviation due time. Edit the risk levels default ti...
Project tags
Add Project tags Click on the gear icon located next to your name at the top right. Click on Tags and then proceed to Project Tags. Click on Add a new t...