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Quick Tour

A guided walkthrough of SiteWhiz's main features.

Planning View

Welcome to SiteWhiz

This tour covers the essential features to get you productive quickly:

  1. Navigating projects
  2. Creating and managing items
  3. Working with documents
  4. Using the AI Assistant
  5. Generating reports

Step 1: Your Projects

Finding Projects

After logging in, you'll see the project list:

  1. Projects appear in the left sidebar.
  2. Click a project name to open it.
  3. Use the search bar to find specific projects.

Project Overview

Each project has a main dashboard showing:

  • Active item counts
  • Recent activity
  • Quick action buttons
  • Team members

Step 2: Working with Items

Creating Your First Item

  1. Navigate to Items in your project.

  2. Click + New Item.

  3. Choose the item type:

  4. Action - A task to complete
  5. Decision - A choice to make
  6. Issue - A problem to resolve

  7. Question - Information needed

  8. Fill in the details:

  9. Title (required)
  10. Description
  11. Assignee

  12. Due date

  13. Click Save.

Managing Items

  • Edit: Click an item, then click Edit
  • Change Status: Use the status dropdown
  • Add Evidence: Attach photos or documents
  • Close: Mark as complete when done

Step 3: Documents

Viewing Documents

  1. Go to Documents in your project.

  2. Browse the file list or use search.

  3. Click a document to open the viewer.

  4. Navigate pages, zoom, and search within documents.

Connecting Cloud Storage

  1. Go to Project Settings > Integrations.

  2. Click Connect next to Dropbox or OneDrive.

  3. Sign in and select a folder.

  4. Files sync automatically.

Step 4: AI Assistant

Asking Questions

  1. Click the chat button (bottom-right corner).

  2. Type your question, for example:

  3. "What are the concrete specifications?"
  4. "Show all open items assigned to me"

  5. "Summarize the latest inspection report"

  6. Press Enter.

  7. Read the AI response with source references.

Tips for Good Questions

  • Be specific about what you're looking for
  • Mention document names if you know them
  • Ask follow-up questions for more detail

Step 5: Reports

Viewing Reports

  1. Navigate to Reports in your project.

  2. Browse the list of generated reports.

  3. Click a report to view details.

  4. Download or share as needed.

Creating Reports (Mobile)

  1. Open the mobile app.

  2. Start a new voice session.

  3. Describe what you observed.

  4. End the session to generate a report.

Mobile App Basics

Installing the App

SiteWhiz is a Progressive Web App (PWA):

  1. Visit the mobile URL in Safari (iOS) or Chrome (Android).

  2. Add to your home screen.

  3. Open the app and log in.

Quick Actions on Mobile

  • Voice Capture: Record observations by speaking
  • Photo Evidence: Take photos and attach to items
  • Offline Mode: Work without internet, sync later

Next Steps

You're now ready to use SiteWhiz! Here's what to explore next:

Task Guide
Create your first project Creating Project
Add team members Managing Team
Upload documents Uploading Documents
Use AI on mobile Mobile App

Getting Help

If you need assistance:

  • AI Assistant: Ask questions anytime
  • Documentation: Browse these guides
  • Support: Email support@sitewhiz.eu