Quick-Start Guide: Do This First

Welcome to your new OrangeQC account!

Our goal is to get you up and running with your free trial in record time. (We want you to spend the 30 days of your trial actually using the tool with your team.)

Following this short guide, you will:

• Log into the OrangeQC web app 💻
• Create your first site to organize your team's work 🏢
• Assign an inspection form 🔎
• Perform your first inspection 📱

It should take about 15–20 minutes to walk through these steps.

When you're done, you’ll have performed your first inspection, know how the web and mobile tools work together, and be ready to start collecting quality control data with your team.

Log Into the OrangeQC Web App 💻

We're going to start in your laptop or desktop's web browser. To log in:

1. Open the email from welcome@orangeqc.com with the subject “Your OrangeQC Login Information”.
2. Click on the login URL in the email. (You'll want to bookmark this for easy access.)
3. Enter the password you would like to use for your own user account. Be sure to save it in a safe place.

Once you've reviewed and accepted the terms of service and privacy policy, click "Create my account" to continue into the web app!

Create a Site to Organize Your Team's Work 🏢

Sites keep all of your team’s areas, checklists, and users organized. We’ll start by thinking a bit about how you want to structure your team’s account, then create your first site.

This short video will walk you through the process:

To review the steps from the video, you will need to:

1. Log into your OrangeQC account via your web browser. This should take you to your Setup tab.
2. Click the “+ New Site” button. This will bring up a page where you can choose the name for your site.
3. Enter the name of a top-level site for your account. Think about how your team organizes work and choose one of the biggest units with shared inspections, staff, or reporting needs; for example, by client, region, or building. The video above has more examples.
4. Click “Save and set up your site.”

Assign an Inspection Form 🔎

Think of assigning a form like this: Instead of printing out a stack of paper inspection forms to give to a team or bring to a location, you're making the inspection forms available for that team or location in the app.

To assign your first inspection form on the Setup tab:

1. Click on the site or area you want to inspect.
2. Click "+ Assign Inspection Form.” This will bring up a drop-down menu with a few forms that have been pre-loaded to your account. Choose any option; we’ll go back and create or customize forms later.
3. Choose the inspection form you want to assign. Then, click "Save".

Now, you’ll be able to perform the assigned inspection form for this area.

Do Your First Inspection📱

Grab your phone or tablet for this step. You’re ready to do your very first inspection in OrangeQC! Here's how:

To recap the steps from the video, you will need to:

1. Download the OrangeQC app. It’s available on the App Store for iOS devices and on Google Play for Android devices.
2. Launch and log into the app. Your account name is the first part of your login URL. If the app prompts you about notifications, we recommend opting to enable them. The app will notify you about tickets you opt to receive alerts about.
3. Choose the area you want to inspect. Tap on your recently created Site, then open the inspection form.
4. Explore how the form works. Tapping on a line item will allow you to change the rating. The three dots on iOS give you more options, while swiping left on Android brings up quick actions. Go ahead and try out the different options.
5. Submit the form. When you're done, tap the "Submit" button to complete your inspection.
6. View the submitted form via the web app. Go to the Inspections tab, where the inspection we just did should be waiting for us. Click on that inspection to open it up and get a feel for how it looks.

Congratulations! You’ve done your first inspection in the mobile app. We hope it’s the first of many for your team.

Next Steps: Customizing Your Account

Congrats on setting up the foundation of your digital quality control process. Let's keep the momentum going by adding other users from your team.

Want to go deeper on the features we've explored here? Learn how to:

• Add additional sites and areas.
• Create a custom inspection form.