Topic
Using Trysquare
How teams set Trysquare up for their own records, forms, automations and reports.
Articles
· 3 min read
Branding your workspace and PDF reports in Trysquare
Put your logo, name and colours on the app your team signs in to and the reports you send, and choose what each PDF report includes.
· 5 min read
Building and publishing a form in Trysquare
Create a form, choose the models it is used on, add sections and questions, show questions only when they apply, and publish versions safely.
· 3 min read
Getting around your Trysquare workspace
A tour of the Trysquare web app: the sidebar, your home dashboard, the inbox, the admin settings, and the order to set a new workspace up in.
· 4 min read
Importing records into Trysquare from a spreadsheet
Bring your sites, assets or clients in from a CSV or Excel file, as a new model or into one you already have, and fix any rows that need attention.
· 3 min read
Inviting your team and setting up roles in Trysquare
Invite people to your workspace, give them roles, and choose what each role can see and change, model by model and across your workspace settings.
· 4 min read
Repeatable fields, calculations and risk matrices in Trysquare
Record the same questions for every item you find, score answers as you go, show colour bands with the reason, and rate risk on a matrix of your own.
· 4 min read
Setting up assignment statuses in Trysquare
Name the stages your work moves through, choose which lock answers, and set the buttons, roles and reasons for moving between them.
· 3 min read
Setting up automations in Trysquare
Send in-app notifications and emails automatically when records change or assignments move, and check what each automation did in its run history.
· 6 min read
Setting up your first model in Trysquare
Create a model for something your business tracks, add its fields, link it to other models and choose how its records are labelled and listed.
· 4 min read
Starting and filling in an assignment in Trysquare
Start a form on a record, give it to someone, fill it in with photos, signatures and records, then move it on when the work is done.
· 4 min read
Using the Trysquare mobile app with or without signal
Sign in to your workspace on a phone, fill in assignments and edit records with no signal, and sort out anything that clashes with the web when you sync.
See how Trysquare fits your work.
Trysquare is not open for sign-up yet. Tell us about your inspections and we will be in touch about early access.