You've set up your sites, forms, equipment, team, and resources. Before you send your team out with the app, it's worth understanding what they'll see when they open it — so you can walk them through it confidently.
Getting the app
Your team downloads Site App Pro from the Apple App Store or Google Play — it's free. They'll need iOS 16 or later, or Android 8.1 or later. They log in using the email and password you set up for them in the Admin Console.
A normal working day
When they open the app, they land on the Home Screen. Here's how a typical day flows:
Tap the site name at the top of the screen and select today's location.
Tap Check In. If you've enabled the Pre-Start prompt, their Pre-Start form opens automatically — they complete it and submit it.
The To-Do List shows everything they need to complete that day. They tap a form to open it, fill it in, and submit it. A tick appears when it's done.
If something comes up that isn't on their to-do list — a hazard, an incident — they tap the orange Add button to open the Form Library and choose the relevant form.
At the end of the day, they tap Check Out from the Home Screen.
Finding documents
By tapping the three bars in the top-right corner, they open the Menu. From here they can access Resources, view Equipment profiles, and see site-specific information.
Offline mode
The app works without a signal. If your team is somewhere without coverage, they can still complete forms — everything syncs automatically when they're back online.
For a version of this your team can read themselves, see the next article: Site App Pro — For Your Team.