Training

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Milestones with CxAlloy Customer Success Manager

Project Setup

Navigating the Homepage

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Profile and Notifications Settings

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Navigating Your Account

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Importing Equipment

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Using Templates and Pushing Changes

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Creating Checklists

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Creating and Importing Issues

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Uploading Files

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Generating Reports and PDFs

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Using the Report Generator

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Procore Integration

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Get in. Get done. Get home.

Optimize your commissioning practices using CxAlloy’s proven technology so you can spend more time with clients, and less time managing spreadsheets.

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Mobile App Data Entry

Label Scanning

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Batch Answers

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Navigating the iOS App and Settings

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Creating Checklists and Issues in the iOS App

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Field Observations & Photos in iOS

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Office Hours Featured Topics

Workshops

Milestones with CxAlloy Customer Success Manager

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Checklists and Tests

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Sequential Checklists

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Issue Presets

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Level Up Reporting

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Project Setup

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Contractor Workshop

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forge symposium workshops

CxAlloy’s Forge Symposium 2023 Recap

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Leveraging Project Duplication

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Integrations and API Opportunities

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Dynamic Meeting Minutes

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OTTO – Getting Connected

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Milestones

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Import Optimization

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