SOR · Quick start 01

Set up once, then get onto site.

Add the details SOR reuses, make the first project and choose how photos should open.

1 · Profile2 · Project3 · Site lists4 · Photos
Nothing here locks you in.

You can change your identity, logo, areas, contractors and photo preference later.

SOR report identity setup1
1

Add your report identity

Type your name, role and company, then press “Save & continue”.

SOR uses these details on the prepared-by block. Add a logo only if you want company branding on the report.

SOR new project form2
2

Create the first project

Press “New project”, then add the project name.

Code, client and location help identify the report, but they can be filled in later.

SOR area setup3
3

Add site areas and contractors

Project → Areas or Contractors → press “Add”.

Saved names appear as quick choices while you record an observation, so the same location and company names stay consistent.

SOR capture preferences4
4

Choose how photos open

Settings → App settings → Capture.

Keep “Always ask” if you switch between the camera and photos already on the device.

You are ready

  1. Your reports show the right author.
  2. The project has a clear identity.
  3. Site lists are ready to reuse.
  4. Photo capture opens your way.