Mobile App¶

The SiteWhiz mobile app brings construction management to the field - capture issues, record observations, and document progress without typing.

What is the Mobile App?¶

The mobile app transforms site visits:

Session Recording - Walk the site, speak observations, take photos - AI organizes everything
Quick Capture - Create tasks fast with text, voice, or photo input modes
Swipe Review - Review AI-extracted tasks with swipe cards (approve/reject)
Photo Evidence - Attach photos with automatic context (project, location, timestamp)
Offline Mode - Full PWA with service worker caching, works without internet
Plan Viewer - Pin tasks to specific locations on floor plans

Installation¶

Get the app on your phone in 2 minutes.

The SiteWhiz app is a Progressive Web App (PWA) - install directly from your browser, no app store required.

Installing on iPhone (iOS)¶

Quick steps: 1. Open Safari and go to app.sitewhiz.eu 2. Tap the Share button (square with arrow up) 3. Scroll down and tap Add to Home Screen 4. Tap Add

Detailed iOS Installation

Step-by-Step for iPhone¶

1. Open Safari - The app must be installed via Safari (not Chrome or other browsers) - Navigate to app.sitewhiz.eu

2. Access Share Menu - Look for the Share button at the bottom (square with up arrow) - Tap it to open the share sheet

3. Add to Home Screen - Scroll down in the share menu - Find "Add to Home Screen" option - Tap it

4. Confirm Installation - App icon and name appear - Tap Add in the top-right - SiteWhiz icon appears on your home screen

5. First Launch - Tap the SiteWhiz icon - App opens in full-screen mode - Sign in with your account

Permissions¶

On first use, the app will request: - Camera - For taking photos of site conditions - Microphone - For voice capture and session recording - Location (optional) - For automatic location tagging

Tap Allow for each to enable full functionality.

Installing on Android¶

Quick steps: 1. Open Chrome and go to app.sitewhiz.eu 2. Tap the three dots (menu) in top-right 3. Tap Install app or Add to Home Screen 4. Tap Install

Detailed Android Installation

Step-by-Step for Android¶

1. Open Chrome - The app works best with Chrome browser - Navigate to app.sitewhiz.eu

2. Install Prompt - Chrome may show automatic install banner at bottom - If so, tap Install directly

3. Manual Installation - If no banner appears, tap three dots (⋮) in top-right - Select Install app or Add to Home Screen - Tap Install in confirmation dialog

4. App Appears - SiteWhiz icon added to home screen - Also appears in app drawer - Works like a native app

5. First Launch - Tap the SiteWhiz icon - Sign in with your account - Grant permissions when requested

Permissions¶

Android will request: - Camera - For photo capture - Microphone - For voice recording - Storage - For saving photos locally - Location (optional) - For automatic tagging

Grant permissions as needed for features you'll use.

Supported Devices¶

Platform	Minimum Version	Recommended
iOS	14.0 or later	iOS 15+
Android	10.0 or later	Android 12+

Session Recording¶

Capture an entire site visit with voice, photos, and automatic task extraction.

What are sessions? Sessions bundle multiple observations from one site visit into organized, linked tasks. Walk around, speak what you see, take photos, and let AI separate it into individual action tasks.

Path: Reports → + → New Session → Start Recording

Quick steps:

Tap Reports → + button
Select New Session (optionally name it)
Tap Start Recording
Walk around, speak observations, take photos
Tap Generate report
Review AI-extracted tasks on swipe cards — edit title, type, priority, or description inline before approving or rejecting

Detailed Instructions

For complete step-by-step instructions on session recording, including how to start a session, work during the session, review tasks, and manage drafts, see the Creating Tasks Guide →.

Session Reports

After completing a session, a session report is automatically generated. For detailed information about report content, customization options, and sharing, see the Reports Guide →.

Voice Capture¶

Create tasks by speaking - hands-free and fast.

When to use: Single observations during site work when typing is inconvenient.

Two ways to use voice:

In a session - Tap Start Recording during a session, speak observations, tap stop
Quick Capture - Open Quick Capture page → select Voice mode → tap microphone → speak → save

Quick steps:

Speak the observation naturally
AI transcribes and extracts title, type, and details
Review the transcription (on-demand alternatives available if AI misheard)
Save

Detailed Instructions

For complete step-by-step instructions on voice capture, including effective speaking, AI understanding, and tips for clear recording, see the Creating Tasks Guide →.

Swipe Review¶

Review AI-extracted tasks using swipe cards - fast and intuitive.

When to use: After a voice session or document extraction produces tasks for review.

How it works:

Tasks appear as cards with a color-coded left border by type
Each card shows: type badge, title, priority, description, confidence score (0-100%), and source evidence
Swipe right or tap the green checkmark to approve
Swipe left or tap the red X to reject
Photos from the session are shown as thumbnails on the card
Edit inline — tap the title, type, priority, or description to edit directly on the card before approving
Add a note — tap the note button in the card footer to add a comment before saving
Link photos — use the photo button to attach or link photos to the task
Pin location — use the location button to pin the task to a floor plan

Card footer actions: Each card has a footer bar with quick-access buttons for location pinning, photo attachment, and adding notes — no need to open a context menu.

Multi-project flow: When reviewing tasks across multiple projects, the review groups tasks by project automatically.

Photo Capture¶

Attach photos with automatic context and timestamp.

When to use: Document site conditions, progress, or issues visually.

Where to take photos: - From Task Detail: Open task → Add Photo - From Tasks Page: Camera button → Take photo → Link to task - During Sessions: Tap camera icon while recording

Quick steps:

Open or create a task
Tap Add Photo
Take photo or choose from gallery
Photo attaches with timestamp and location

Photo Capture Details

Three Ways to Add Photos¶

Method 1: From Existing Task 1. Open the task in app 2. Tap Add Photo button 3. Take new photo or select from gallery 4. Photo appears in task detail immediately 5. Syncs to server and cloud storage

Method 2: From Tasks Page 1. Tasks tab → Tap camera button 2. Take photo 3. App shows recently created tasks 4. Select task to link photo 5. Or create new task on the spot

Method 3: During Session 1. While recording session 2. Tap camera icon 3. Take photo 4. Photo links to nearby voice content automatically 5. Continue recording

What Gets Added Automatically¶

Every photo captured in SiteWhiz includes: - Project - Linked to current project - Task - Linked to specific task - Timestamp - Exact date and time - Device info - For verification

This creates irrefutable evidence of conditions at specific times.

Photo Management¶

Viewing Photos: - Open task to see all attached photos - Tap photo to view full-screen - Swipe to navigate between photos - Pinch to zoom

Adding More Photos: - No limit on photos per task - Recommended: Take multiple angles - Wide shot for context + close-up for details

Deleting Photos: - Open task → View photos - Long-press photo to select - Tap delete icon - Confirm deletion

Tips for Best Photo Evidence¶

Include Reference Objects: - Place ruler, pen, or hand near defect - Shows scale clearly - Avoids "how big is it?" questions

Take Context + Detail: 1. First photo: Wide shot of entire room/area 2. Second photo: Medium shot of problem area 3. Third photo: Close-up of specific issue

This sequence answers "where" and "what" completely.

Lighting: - Use flashlight for dark areas - Avoid direct sunlight causing glare - Take multiple exposures if needed

Clarity: - Hold phone steady (use both hands) - Wait for autofocus to lock - Take multiple if first is blurry

Cloud Sync¶

Automatic Upload: Photos sync to: - SiteWhiz server (accessible on all devices) - Your connected cloud storage (Dropbox/OneDrive)

Folder Structure: Photos organized by:

/SiteWhiz
  /[Project Name]
    /Photos
      /[Item ID] - [Item Title]
        photo-2024-01-15-14-23.jpg

Ownership: Even if you stop using SiteWhiz, you retain all photos in your Dropbox/OneDrive.

Professional Documentation

At project completion, generate report with all photos, timestamps, and locations. This level of documentation impresses clients and avoids disputes.

Plan Viewer and Location Pinning¶

Pin tasks to specific locations on floor plans - no GPS needed.

When to use: You have uploaded floor plans and need to mark exact locations of tasks.

Quick steps:

Open task or create new task
Tap View Plans or Pin Location
Navigate to correct floor/drawing (use arrows to switch between plans — shows "1 / 3" etc.)
Tap location on plan — a blue marker appears
Optionally draw annotations on the plan (or tap Save pin only to skip)
Task pins to that spot with a blue pin indicator

Plan Viewer Details

Accessing Plan Viewer¶

From Task: 1. Open existing task 2. Tap View Plans tab or Pin Location button 3. Plan viewer opens

Navigating Plans¶

Zoom and Pan: - Pinch to zoom in/out - Drag with finger to pan - Double-tap to zoom to that area

Switch Floors/Drawings: - Dropdown shows all available plans - Select different floor or section - Recently viewed plans at top

Search: - Search bar finds rooms, areas, or grid references - Tap result to navigate directly

Pinning Tasks¶

Two-step workflow: 1. Navigate to location on plan 2. Tap specific spot — blue marker appears with crosshair 3. Optionally draw or annotate on the plan (circle a defect, draw an arrow, etc.) 4. Tap Save to confirm, or Save pin only to skip annotation 5. Tap pin to view task details

Pin indicator: Tasks with a pinned location show a blue pin badge in the task card.

Moving Pins: - Long-press existing pin - Drag to new location - Release to update position

Viewing All Pins¶

Filter by Type: - Toggle filters to show/hide types - Example: Show only Issues - Helps focus on specific concerns

Filter by Status: - Show only Open tasks - Show Closed tasks - Hide Closed (default)

Pin Clusters: - Many pins in same area cluster together - Number shows count - Tap cluster to zoom in and separate

Why Manual Pinning (Not GPS)?

Construction sites are often indoors where GPS is inaccurate. Manual pinning on floor plans provides precise, reliable location marking that GPS cannot match.

Offline Mode¶

Work without internet - sync when connection returns.

Status: ✅ Available now

What works offline: - Create tasks - Take photos - Record sessions - View recently opened documents

What requires internet: - AI processing - Syncing tasks to team - Uploading photos - Chat with AI Assistant

Offline Mode Details

How It Works¶

1. Automatic Detection - App detects when internet disconnects - Offline indicator appears at the top of the screen - Stale data badge shows when displayed data may be outdated - Failed sync banner appears if previous sync attempts failed - You can continue working normally

2. Local Storage - Tasks saved to device storage - Photos saved locally - Sessions recorded and saved as drafts

3. Automatic Sync - When connection restored, app detects automatically - Starts uploading audio, photos, and tasks - AI processes queued recordings - Team sees updates appear

What You Can Do Offline¶

Feature	Offline Status	Notes
Create Tasks	✅ Available	Saved locally, synced when online
Take Photos	✅ Available	Stored locally, uploaded later
Record Sessions	✅ Available	Audio saved, processed when online
View Documents	⚠️ Limited	Only recently opened docs (cached)
AI Chat	❌ Unavailable	Requires cloud connection
Edit Tasks	✅ Available	Changes sync when online

Preparing for Offline Work¶

Before Site Visit: 1. Open app while connected to WiFi 2. Navigate to active projects (caches data) 3. Open important floor plans (caches plans) 4. Check battery is charged (offline mode uses more power)

Cache Duration: - Recently opened plans: 7 days - Recently viewed tasks: 30 days - App updates cache automatically when online

Quick Capture¶

Create a single task fast - no session needed. Quick Capture has its own dedicated page with multiple input modes.

When to use: You spot one issue and need to capture it immediately.

Path: Tasks → + button, or use the Quick Capture shortcut

Quick steps:

Open Quick Capture (via Tasks → + or shortcut)
Choose input mode: Text, Voice, or Photo
Set type (or leave "Auto" for AI classification), priority, due date
Tap Save or Save Another to keep capturing

Input modes:

Text - Type a title and optional description
Voice - Tap microphone, speak naturally, AI transcribes
Photo - Take one or more photos, attach to the task

Detailed Instructions

For complete step-by-step instructions on quick task creation, including filling the form, adding photos, pinning locations, and offline use, see the Creating Tasks Guide →.

Comparing Mobile Workflows¶

Choose the right method for your situation:

Workflow	Best For	Time	Hands-Free	Multiple Tasks
Session Recording	Site visits, meetings, walkthroughs	Continuous	✅ Yes	✅ Many (swipe review)
Quick Capture: Voice	Single observations while working	30 sec	✅ Yes	One at a time
Quick Capture: Photo	Visual documentation of conditions	10 sec	❌ No	One task
Quick Capture: Text	Simple text entry, office environment	15 sec	❌ No	One task
Chatbot	Tasks needing info from documents	30 sec	✅ Yes	One task

Mobile App Features Summary¶

Session Recording¶

Walk site and speak observations
AI extracts multiple tasks automatically
Photos link to voice content
Generate reports from sessions

Quick Capture¶

Dedicated page with Text, Voice, and Photo input modes
Hands-free voice task creation with AI transcription
Auto-type detection (Action, Issue, etc.) or manual selection
Priority and due date selection
"Save Another" mode for rapid consecutive captures

Swipe Review¶

Review AI-extracted tasks as swipe cards
Approve (swipe right) or reject (swipe left)
Inline editing of title, type, priority, and description before approving
Add notes/comments directly on cards
Confidence scores and source evidence
Photo thumbnails on cards
Quick-access footer buttons for location, photos, and notes
Multi-project grouping

Photo Documentation¶

Link photos to specific tasks
Automatic timestamp and location
Sync to cloud storage
Professional reports with photos

Plan Viewer¶

View floor plans and drawings
Two-step pinning: place marker, then optionally annotate
Pin tasks to exact locations with blue pin indicator
Navigate between plans with arrow buttons
Offline plan caching for field use

Offline Mode (PWA)¶

Full Progressive Web App with service worker caching
Create tasks without internet
Record sessions and take photos offline
Audio and photos queue for upload when connection returns
Auto-sync when online - no data loss
Status indicators: offline badge, stale data warning, failed sync banner

Device Requirements¶

iOS (iPhone)¶

Minimum: iOS 14.0 or later
Recommended: iOS 15 or later
Installation: Via Safari browser
Permissions needed: Camera, Microphone, Location (optional)

Android¶

Minimum: Android 10.0 or later
Recommended: Android 12 or later
Installation: Via Chrome browser
Permissions needed: Camera, Microphone, Storage, Location (optional)

Storage Requirements¶

App: ~5 MB
Per session: 10-50 MB (depends on audio length and photos)
Recommended free space: 1-2 GB for active use

Network Requirements¶

Voice capture: Works offline (audio queued, AI processes when online)
Photo upload: Works offline (photos queued, uploaded when online)
Offline mode: Full functionality, syncs automatically when connection returns

Troubleshooting¶

For detailed troubleshooting for mobile app issues, including installation, voice capture, photos, sync and more, see the Troubleshooting Guide →.

Best Practices¶

For Session Recording¶

Name sessions descriptively ("Building A Week 3", "Foundation Inspection")
Speak clearly with location context
Pause between separate observations
Take wide + close-up photos
Review tasks before bulk saving
Keep sessions under 20 minutes (easier to process)

For Voice Capture¶

Include "who, what, where, when" in description
Mention urgency explicitly if high priority
State discipline if applicable
Complete your thought before stopping
Review AI suggestion before saving

For Photo Documentation¶

Include reference objects for scale
Take context shot then detail shot
Ensure good lighting
Hold steady for clarity
Link photos to tasks immediately
Caption photos with brief description

For Team Collaboration¶

Assign tasks during capture when possible
Use consistent discipline names
Pin tasks to plans for clarity
Generate session reports for meetings
Sync before leaving site

For Data Quality¶

Edit AI suggestions before accepting
Use proper task types (Action vs Issue)
Set realistic due dates
Add descriptions with context
Link related tasks together

Mobile App¶

What is the Mobile App?¶

Installation¶

Installing on iPhone (iOS)¶

Step-by-Step for iPhone¶

Permissions¶

Installing on Android¶

Step-by-Step for Android¶

Permissions¶

Supported Devices¶

Session Recording¶

Voice Capture¶

Swipe Review¶

Photo Capture¶

Three Ways to Add Photos¶

What Gets Added Automatically¶

Photo Management¶

Tips for Best Photo Evidence¶

Cloud Sync¶

Plan Viewer and Location Pinning¶

Accessing Plan Viewer¶

Navigating Plans¶

Pinning Tasks¶

Viewing All Pins¶

Offline Mode¶

How It Works¶

What You Can Do Offline¶

Preparing for Offline Work¶

Quick Capture¶

Comparing Mobile Workflows¶

Mobile App Features Summary¶

Session Recording¶

Quick Capture¶

Swipe Review¶

Photo Documentation¶

Plan Viewer¶

Offline Mode (PWA)¶

Device Requirements¶

iOS (iPhone)¶

Android¶

Storage Requirements¶

Network Requirements¶

Troubleshooting¶

Best Practices¶

For Session Recording¶

For Voice Capture¶

For Photo Documentation¶

For Team Collaboration¶

For Data Quality¶

Next Steps¶