Getting Started

9 questions

What is SiteOrbit?

How do I get started with SiteOrbit?

How long is the free trial?

What happens when my free trial ends?

What is the onboarding process?

What browsers and devices are supported?

Is there a minimum contract period?

What is the organisation ID format?

How do I log in to the mobile app or web portal?

Platforms & Systems

9 questions

What is the Admin Web Portal?

What is the Team Web Portal?

Is there a Mobile App available?

Can one person have both admin and team access?

Can I have multiple admin users?

Can I be logged in on multiple devices at the same time?

Can I use SiteOrbit offline?

How does GPS tracking work on the Team mobile app?

How do push notifications work?

Account & Billing

10 questions

Can I switch plans later?

What payment methods do you accept?

How do I cancel my subscription?

Can I get a refund?

Can I Download Invoices / Credit notes for my Transactions?

What are Neo AI credits and how do they work?

Can I purchase additional Neo Credits?

How do site and team member limits work?

Can team members edit their profile information?

What is CIS registration?

Admin Web Portal

6 questions

What is the Admin Web Portal?

Can I access the Admin Web Portal on my phone?

What does the Admin Web Portal Dashboard show?

What is the Recent Activity feed on the Admin Web Portal Dashboard Page?

What is the Clock-In Status section on the Admin Web Portal Dashboard Page?

What's in the Requests & Approvals menu?

Admin Mobile App

6 questions

What does the Admin App Dashboard show?

What is the Recent Activity feed on the Dashboard Screen?

What is the "Take a Break" feature?

What is Neo AI in the mobile app?

What is the Explore tab for?

Is selfie verification required for clock-in?

Team Web Portal

1 question

What is the Team Web Portal?

Team Mobile App

7 questions

Where can team members view their profile in the Team App?

Can team members use their personal phones for the Team Mobile App?

What happens if a team member's phone runs out of battery before the end of their shift or they forget to clock-out?

What is the "Take a Break" feature?

What is Neo AI in the mobile app?

What is the Explore tab for?

Is selfie verification required for clock-in?

Sites & Locations

13 questions

How do I add a new site?

How are Team Members assigned to Sites

Can I track weather at each site?

What happens when I deactivate a site?

Can team members view site information from the mobile app?

What is offline mode for sites?

How do I enable offline mode for a site?

What is "Max Offline Duration" for sites?

How are offline clock-ins validated?

What happens if offline records conflict with online records?

Can admins see which workers have pending offline records?

What's the GPS radius setting for sites?

Can I archive or delete sites?

Team Management

11 questions

How do I add a new team member?

How do I create or edit roles?

How do I manage departments?

Can team members be assigned to multiple sites?

What happens when a team member leaves the company?

Can I store employee banking details?

How do I resend a password setup email?

How do I filter team members?

Can I deactivate a user without deleting them?

What are pay rates and how do they work?

Do team members need to do anything special to use offline mode in the team mobile app?

Time & Attendance

15 questions

How does clock in/out work?

How accurate is the location tracking?

What if someone forgets to clock out?

What does "forced clock out" mean in the Work Diary?

What are the flags in the Work Diary?

Can team members clock in offline?

How do team members know if their site supports offline clock-in?

What happens if someone tries to clock in offline at a site that doesn't support it?

How long can team members stay offline before their clock-in is rejected?

What data is saved when clocking in offline?

Will offline clock-in records persist if the team member logs out?

Why is a selfie required for clock-in?

What if GPS is not working on the mobile app?

How can admins see who is currently clocked in?

How do admins track team attendance history?

Tasks & Materials

11 questions

How does task management work?

Can I assign a task to multiple people?

What are task priorities and statuses?

Can I attach files to tasks?

What is the Materials section?

How do team members request materials from the mobile app?

What is Task Capacity?

How do team members view their tasks in the mobile app?

Can team members update task status offline?

How do task notifications work?

Can admins view tasks in calendar format?

Expenses & Overtime

10 questions

How does expense tracking work?

What expense categories are available?

How do admins review and approve expenses?

How do bulk actions work for approvals?

Where do approved expenses appear?

Can team members submit expenses while offline?

How do team members submit overtime?

How do overtime approvals work?

Can team members submit overtime while offline?

Why can't team members select older overtime dates?

Reports & Analytics

7 questions

What is the Digital Work Diary?

How do I generate Progress Reports?

Can I save a report and edit it later?

Can I download reports as PDFs?

How do team members view their work diary in the mobile app?

Can I create reports in the mobile admin app?

Can I export reports from the mobile admin app?

Photos & Gallery

8 questions

How do admins review team work photos?

What is the Photo Gallery?

How are work diary photos organised?

Can I set a minimum photo requirement per day?

How do I add uploaded team photos to Progress Reports?

What is the storage limit for photos?

How do team members upload work photos from the mobile app?

Can team members upload photos while offline?

Client Management

8 questions

How do I create a new client?

What fields are available when creating or editing a client?

How do I edit a client?

Can I see which sites are linked to a client?

How does site-client linking work?

How do I delete a client?

What happens if I try to delete a client that is linked to one or more sites?

Can I sort the client list?

Quotes & Invoices

40 questions

How do I create a new quote?

Is a client required to create a quote?

Can I set a custom quote number?

Do custom numbers affect the auto-numbering sequence?

Can I use the same number for a quote and an invoice?

Can I link a quote to a site?

What statuses can a quote have?

What actions can I take on a quote?

What happens when I edit a quote that has already been sent?

What is version history?

How is the "Valid Until" date calculated?

What does "Convert to Invoice" do?

How do I duplicate a quote?

What fields are searched when I search for quotes?

Can I download a quote as PDF?

What are the default values when creating a new quote?

How do I create a new invoice?

What statuses can an invoice have?

What actions can I take on an invoice?

How is the due date calculated?

How do I mark an invoice as paid?

Where can I see payment details for a paid invoice?

Can I set a custom invoice number?

What fields are searched when I search for invoices?

Can I duplicate an invoice?

Can I delete an invoice?

Can I download an invoice as PDF?

What are templates?

How do I create a template?

How do I apply a template?

Does applying a template replace my existing line items?

Are templates shared between quotes and invoices?

Can I edit or delete a template?

What does the template list show?

What is Setup & Templates Feature?

What can I configure in Quote Setup?

What can I configure in Invoice Setup?

How do the Quote / Invoice Setup defaults get applied to new documents?

What is site-client linking on the Quote / Invoice form?

Does pull-to-refresh work?

Team Payments & CIS Statements

7 questions

How does the Payments section work?

Can I override calculated payments?

What are CIS Statements?

How is overtime calculated?

Can team members see their payment history?

How are team member earnings calculated?

What does "Adjusted" mean on a payment?

Holidays & Leave

6 questions

How do team members request holidays?

What holiday types are available?

How do admins manage holiday requests?

Can I set up UK Bank Holidays?

What are Company Closures?

Can team members request holidays with overlapping dates?

Notifications & Broadcasts

8 questions

What types of notifications does SiteOrbit send?

How do push notifications work?

Can mobile app users disable notifications?

What notifications can admins receive?

Where do users view past notifications?

What happens if notifications are marked as read while offline?

Why am I not receiving notifications?

What are broadcast messages?

Neo Ai Assistant

37 questions

What is Neo?

What can Neo do for team members?

What can admins do with Neo?

Can Neo answer questions about SiteOrbit features?

How do I use Neo?

How do I approve expenses with Neo?

Can I filter data when querying Neo?

How does site name matching work in Neo?

How do I create tasks with Neo?

How do I reschedule tasks with Neo?

How do I mark tasks as complete with Neo?

How do I submit an expense claim through Neo?

How do I check team capacity with Neo?

How do I check site weather with Neo?

How do I see my assigned sites with Neo?

How do I request materials through Neo?

How do I check the status of a specific task?

Can team members see other workers' data through Neo?

Why can't team members approve requests through Neo?

What are Neo credits?

How do users get Neo credits?

What happens if I run out of Neo credits?

Where can I see my Neo credit balance?

Do Neo credits expire?

Is there a rate limit for Neo?

How is the initial credit allocation calculated?

Do the admin app and web portal share the same credits?

Neo says "subscription doesn't include Neo" - why?

Neo says "Neo credits not initialized" - what should I do?

Neo gave me an incorrect response - how do I report it?

Can I clear my Neo conversation history?

Is Neo conversation data stored?

Is my data shared with third parties when using Neo?

Can Neo access sensitive financial data?

Can I move the Neo button position?

What AI technology powers Neo?

How does Neo access user data?

Data & Sync

8 questions

What is the "Sync Offline Settings" button in the mobile app?

How often should offline settings be synced?

What does "X sites cached" mean in the mobile app Settings?

What happens to offline data if sync fails?

Will subscription features still work if offline for a long time?

How do team members know if they have pending offline records?

How often does data sync between app and server?

What happens to pending data when I go offline?

Storage & Files

4 questions

What is storage usage and how does it work?

How do I check my storage usage?

What happens when storage is full?

How do I free up storage space?

Weather Information

4 questions

What is the weather widget on the admin dashboard?

How do I view detailed weather forecast?

Why don't I see weather for some sites?

How often is weather data updated?

Settings & Config

8 questions

What's in Admin Settings?

What are Admin Settings vs App Settings?

How do I update my company logo?

Can I customise working hours?

How do team members change their profile photo?

Can team members customise their app preferences?

Are settings saved if the mobile app goes offline?

What subscription features are available?

Security & Privacy

15 questions

Is my data secure?

Are you GDPR compliant?

Where is my data stored?

How do you handle data backups?

Can I control who sees what data?

What happens to my data if I cancel?

Do you share my data with third parties?

How do I reset a forgotten password?

How do I secure my account on the mobile app?

What happens if Face ID / Touch ID fails?

How do I change my password?

Why was I logged out on my other device?

Can I view audit logs?

How do I delete my admin account and data?

How do I delete my team member account and data?

Troubleshooting

14 questions

The mobile app is showing old data, what should I do?

Why can't I see my assigned sites in the mobile app?

What does the offline indicator mean?

What does "Pending Sync" mean?

What happens if sync fails multiple times?

Why am I seeing "Invalid token" errors?

How do I check my app version?

How do I clear the app cache?

How do I create a support ticket?

What happens after I submit a support ticket?

Can I view my support ticket history?

Why are some features greyed out or unavailable?

A team member says they can't log in, what should I check?

Where can I find help documentation?