Administration
Find all the setup and extra features here.
- Location PinAdd a pin to show where your form is on a plan.
- PermissionsControl visibility and other CRUD.
- NotificationsFind out when you are emailing everyone from Mercury.
- Template AdminManage the Templates and Tools on your project.
- QR Code CreationQR Codes can be linked to locations, inspections, punch lists or any form.
- ReportsRun and distribute reports on any tool!
- Project Creation & InformationInstructions for IT and Mercury Admins to create new projects. If you just need a project created head to MAP>Estimating>Project Initiation>Setup Mercury.
- Adding CompaniesPLEASE DO A THOROUGH CHECK TO MAKE SURE THE COMPANY YOU ARE ADDING IS NOT ALREADY THERE! We uploaded over 3,000 companies to launch Mercury.
- Trouble ShootingHere are the missteps that look like a problem that can quickly be fixed.
- Export Forms to PDF [Close Out]We are often asked to provide a PDF copy of everything at closeout. So here's the steps for forms like RFIs, Submittals and other Field Management forms.