Differentiate why to use template projects vs. configurable forms to set-up repeatable projects.
Picture this: You've landed that big project with over 100 site walks projected in the next 6 months. You know Condoit has your back for data collection, SLD creation, and reporting. You've also connected with their amazing Customer Success Team and now know that you have options for enhancing the site walk experience for projects with very similar data collection requirements.
Keep reading to find out why and how you can use project templates vs. configurable forms to meet your needs.
Table of Contents
Project Templates vs. Configurable Forms
Get Started with Project Templates
Get Started with Configurable Forms
Comparison
Both options support the same data collection, SLD editing, and report generation features. Both options also allow you to add "help text" for the site auditor to ensure that the information you need for a specific project is gathered.
Review the table for key differences:
| Template Project | Configurable Form | |
| Set-Up & Project Change Flexibility | Maximum flexibility. Creation and edits can be done by anyone in your company | Contact Customer Success for all set-up and changes. Changes may include |
| Change Types | Add text, photos, and designs. Sections/Fields cannot be hidden during data collection. | Most text sections are configurable to add, remove, or modify. View configuration guidelines. |
| Project Creation |
Duplicate projects one-at-a-time from the Web App. |
Use any project creation/editing option including Web App Importing to create projects in bulk. |
| Custom Categories |
Add to bottom of Site Photos & Video section. Tip: Include placeholder photo to maintain the category when duplicating. |
Sections may be added or removed and help text can be configured to support your internal processes. |
| Include Base SLD | Optional to Include | Not Included |
| Supported Plans | All Plans | Enterprise Plan |
How to Use Project Templates
Set-Up Your Project Template
Project templates can be created and edited by anyone in your company with Condoit access. You can start making and using these immediately.
- Create a project in Condoit. (View Mobile or Web App project creation instructions.)
- Complete fields that will be consistent, at least regularly. For example, indicate the surface type for the install.
- Recommended: Add help text in fields to assist site walk auditors. For example, in General Notes include a summary of key pieces of equipment to capture or a refined scope for the project
- Optional: Create a base SLD. This is a great scenario if you have multiple projects with similar as-built equipment and/or likely future designs.
- Example: My projects will likely have two existing EV chargers and there is a likely need that two more will need to be installed.
- Example: My projects only require a few key pieces of equipment to be captured. Since I'll generally be sending my sales team out for data collection, I want to make it super easy for them to see what equipment needs to be captured and just update the specs.
- Save the project. Recommend adding "TEMPLATE" to the start of the project name for easy sorting and searching.
Creating a Project from a Project Template
- Open the TEMPLATE project on the Web App.
- Duplicate the project.
- Update the the site address, assignee, and any other fields that are applicable to the project.
How to Use Configurable Forms
Request a discovery call with Condoit's Customer Success Team. Configurable forms are only included with Enterprise plans; if your company currently has a different subscription plan and is interested in expanding, just let us know in your request.