Welcome to the Caction Support Site. Here you’ll find documentation and resources to help you get the most out of our products and services.
Business Management
Getting Started
- How to Use Job Schedule Page?
- How to Add a New Job?
- How to Create a Repeat Job?
- How to Add a New Customer?
- How to Add a New Project?
- How to Add a New Asset?
- How to Create a Digital Form?
- How to Create a Digital Form in the Mobile App?
- How to Filter Jobs by Date Range?
- How to Change the Default Contact in a Job?
- How to Create a Public Form?
Check-In / Check-Out
- I Forgot to Check Out. What Should I Do?
- How to Enable Assist Check-Out?
- I am at the Location, but the System Says I am Too Far.
- How to Adjust the Geofencing Radius?
Dashboard
Customer & Asset List
- Customer List
- How to Add a New Customer?
- Data Level Structure Explanation
- How to Add a New Asset?
- How to Add a New Project?
- How to Add a New Product/Service?
- How to Set a Customized Favourite Filter as Default (Desktop)?
- How to Set a Customized Favourite Filter as Default (App)?
Business Reports
- Report Page
- Update Report Page
- How to Set Up Column View in the Report Page?
- How to Generate a Job, Project, or Digital Form Report?
- How to Set a Customized Favourite Filter as Default (Desktop)?
- How to Set a Customized Favourite Filter as Default (App)?
- How to Use the Update Report Filter?
- How to Find Deleted Jobs or Identify Who Deleted a Job?
Business Metrics
Business Map
HR Suite
- How to Use Claim Management?
- How to Submit a Claim?
- Overtime Management
- How to Add an Overtime Claim?
- How to Activate Traveling Mileage Calculation?
- Office Check-In Settings
- How to Delete a Resigned User?
- How to Deactivate a Resigned User?
- How to Replace Resigned User with A New User in The System?
- How to Enable or Disable Desktop Access for Staff?
Login
- How to Log in to Caction Using Mobile and Desktop?
- How to Assist a New User with Login?
- Why Can’t I Log in on My Other Phone?
- How to Enable or Disable IMEI Login Check (Device Change Detection)?
- My Staff Did Not Receive Their OTP. What Should I Do?
Password Management
New User Setup
Company Settings
- How to Set Up the To-Do List?
- Comment Category Segmentation Guide
- How to Add a New Category for Customers, Projects, Jobs or Digital forms?
- How to Add a New Status for Customers, Projects, Jobs or Digital Forms?
- How to Adjust the Geofencing Radius?
- How to Edit the Remote Signature Email Template?
- Wizard: Quick Access to Configuration
User Management
- Understanding User Type Default Access
- User Account Customisation (UAC) Policy Management
- Company Profile Settings
- I Can’t Access Digital Forms. Please Help.
- How to Access Submitted Public Form?
- How to Configure Public Form Access in UAC (Admin Only)?
- How to Enable or Disable IMEI Login Check (Device Change Detection)?
- How Can an Admin Reset App Access for a User?
- How to Change the Default Email Address in Digital Form Emails?
- How to Manage Notification Settings for User Accounts?
Import
- How to Import New Customers?
- How to Import New Projects?
- How to Import New Assets?
- How to Import New Contacts?
- How to Import New Products or Services?
- How to Import New Units of Measurement (UOMs)?
- How to Perform Bulk Updates for Customers, Projects, Products, Services, and UOMs?
- How to Perform a Bulk Update for Assets?
Template Settings
- How to Set Up a Job Template?
- How to Set Up a Digital Form Template?
- How to Set Up a Digital Form PDF Template?
- How to Perform Label-to-Label Mapping?
- How to Add an ISO in a PDF?
- How to Set Up a Public Form Template?
- How to Add Dropdown Options in a Digital Form?
- How to Use Dropdown Fields in Jobs, Projects, and Customers?
- How to Edit Checklist Dropdown Options?
- How to Edit a Reminder Template?
- How to Create a New Reminder Template and Enable Auto-Population?
- Data Level Structure Explanation
Notifications & Reminders
- I’m Getting Too Many Notifications. How Do I Disable Them?
- I Am Not Receiving Any Notifications on My Device. Why?
- How to Create a New Reminder Template and Enable Auto-Population?
- Wizard: Quick Access to Configuration
Product & Services
Other Features
FAQs
- How to Add Comments with a Photo or Attachment?
- How to Delete a Resigned User?
- How to Deactivate a Resigned User?
- How to Replace Resigned User with A New User in The System?
- How to Enable or Disable Desktop Access for Staff?
- Where Can I View My Team’s Travel Records for the Month?
- How to Generate a Job, Project, or Digital Form Report?
- How Can an Admin Reset App Access for a User?
- I Can’t Load the Schedule Page. What Should I Do?
- How Do I Skip Project Creation or Selection When Creating a Customer or Job?
- Why Does the Console Tab Show a Different Number of Jobs for the Same Customer?
- How to Request a Remote Signature from a Customer?
- How to Sign and Upload a Company Stamp into a Digital Form?
- How to Activate Traveling Mileage Calculation?
- How to Create a Digital Form in the Mobile App?
- How to Update Job Details in Caction?
- How to Generate and Share QR Code for Public Form?
- Pending Data or Updates Guide
Feel free to explore the sections above by clicking it for more information.
Thank you for choosing Caction.