Workspace settings overview
Find your account and workspace settings from the top right menu: checklists, profile, calendar connections, subscription and billing, and linked mobile devices.
Open tutorialTutorials
Learn KaelSite at your pace
Short video, audio, and written guides for inspections, compliance, and everyday site work.
28 tutorials
Manage settings
-
-
Manage message preferences
Choose how KaelSite contacts you: by email, SMS, newsletter or in-app notifications.
Open tutorial -
Manage your mobile devices
Get the KaelSite mobile app, see which devices are connected to your account, and disconnect ones you no longer use.
Open tutorial
Create
-
Create a new project
Set up a new project by entering its details, linking clients and adding the site location. Once it is created, you can …
Open tutorial -
Add a work item
Add a work item to a project so you can carry out inspections on it. A project can have as many work …
Open tutorial -
Add a note
Create a note for a project with a title and text, then attach photos, documents, voice notes and videos to it.
Open tutorial -
Add an inspection
Start an inspection on a work item by choosing a checklist template, answering the questions and saving the result. You can also …
Open tutorial -
Create an issue
Log an issue against a project, and optionally against a work item or an inspection, so it can be tracked, assigned and …
Open tutorial -
Write a diary entry
Record what happened on site today in your project diary. Each project can have one diary entry per day.
Open tutorial -
Use a datasheet
Create a spreadsheet for your project from a template or a blank sheet, work with formulas, and import or export CSV files.
Open tutorial -
Checklist Studio overview
Checklist Studio is where you find the checklist templates used in inspections, build your own, and manage them.
Open tutorial -
Create a checklist template
Build your own inspection checklist from scratch, with sections and questions that suit your work.
Open tutorial -
Log a communication
Record a call, message, email or meeting about a project, with a summary, voice note or file, and set a follow-up date …
Open tutorial
Delete
-
Delete a project
Permanently delete a project and all the data that belongs to it. This cannot be undone, so read what will be removed …
Open tutorial -
Delete a work item
Delete a work item you no longer need. This also deletes the inspections and issues that belong to it.
Open tutorial -
Delete Account
Request to delete your KaelSite account and data. Your account is deactivated straight away, with a grace period to change your mind …
Open tutorial
Setup
-
Project page overview
Learn what you can see and do on a project's page after creating it: the project counters, the Quick Actions, project documents, …
Open tutorial -
Inspection page overview
See the details and answers of an inspection, use the buttons at the top to create reports, log issues or communications, and …
Open tutorial -
Store documents with expiry reminders
Keep your certifications and other documents in your profile, and get a reminder before they expire.
Open tutorial -
View and manage your calendar
See every reminder created across KaelSite in one place, add your own events, and update or delete reminders.
Open tutorial
Edit
-
Edit a project
Change the details of an existing project, such as its name, dates, clients or site location. You can open the edit form …
Open tutorial -
Edit a work item
Change the details of a work item, such as its status, name or code, description, location or technical details.
Open tutorial -
Duplicate and edit a template
Save time by building on a library template or one of your own instead of starting from scratch.
Open tutorial -
Update your profile and verify your email
Change your name, photo and contact details, and verify your email address so you can use all features.
Open tutorial -
Change your subscription plan
Upgrade, downgrade or start a subscription from the Manage Subscription page. Card details are handled securely by Stripe.
Open tutorial -
Update payment method or cancel subscription
Update your card, view invoices, or cancel your subscription through Stripe's secure billing portal.
Open tutorial -
View billing and invoices
Check your current subscription tier, status, next payment and your invoice history.
Open tutorial -
Cancel your subscription
Cancel your KaelSite subscription through Stripe's billing portal. Your plan stays active until the end of your current billing period, after which …
Open tutorial
No tutorials match your search. View all tutorials
Mobile app
Take KaelSite to site
Run inspections, log issues and capture photos from your phone, even when the signal drops.
- Works offline
- Photos & voice notes
- Syncs with the web app
