Frequently Asked Questions

Step-by-step answers for using Site Report Expert on iOS and Android — from your first project to advanced report customization.

Getting started

How do I add a project?

On both iOS and Android:

  1. Go to the main Projects screen.
  2. Tap Create / Add Project.
  3. Enter the project details — name, client, job reference, dates.
  4. Tap Save.
How do I add locations like buildings, floors and rooms?

Open the project and go to Locations. Add buildings, floors and rooms as separate levels to match your site structure — locations can be nested to any depth. You can edit or re-order them at any time, and assign issues to the correct level.

How do I add defects, snags or issues to a project?

Open the project, go to the Items / Defects / Snags list, tap Add, and fill in the details — title, location, description, status, priority, assignee. Tap Save.

How can I add multiple photos to one issue?

Open the issue and tap Add Photos (camera or gallery icon). You can take new photos or select several from your gallery, then annotate any of them with the built-in markup tool.

How do I edit or delete a project, location or issue?

On iOS: swipe right on the row to reveal actions, then choose Edit, Delete, Copy or Share.

On Android: tap the 3-dot menu (⋮) on the row and choose the action from the menu.

Reports

How do I generate PDF and Excel reports?

Tap the Reports tab in the bottom bar, select the project, choose what to include (locations, statuses, assignees, date ranges), pick a report theme, select PDF or Excel (XLSX), and tap Generate. You can preview, save or share the report straight away.

Can I customize what appears in the report?

Yes. In Settings → Reports you control the cover page, page numbers, photo timestamps, and the visibility of every issue field — title, photos, assignee, status, priority, tags and dates. You can also sort and filter which issues are included.

Can I add my company logo and signature?

Yes — reports support your company branding, auditor name and signature, with five professional themes to choose from. Browse the sample reports to see them.

What do the finished reports look like?

Have a look at our sample reports page — it shows the cover page of every theme and lets you download full example PDFs.

Team sharing

How do I share projects or issues with team members?

On iOS: swipe right on the project, location or issue row and tap Share.

On Android: tap the 3-dot menu (⋮) on the row and choose Share.

The app packages everything — including photos — into a compact zip file you can send by WhatsApp, email or any messaging app.

Can multiple team members collaborate on one project?

Yes. Share the project file with teammates who have the app installed; it imports automatically, creating the project, locations and issues on their device. Everyone can update items, add photos and share back, and findings merge into a combined report. Avoid sharing the same data twice, as this can duplicate items.

Organizing your work

How do I sort and filter issues?

Open the issue list and use the Sort and Filter options in the toolbar. You can sort by date, status, priority, assignee and more, and filter to focus on exactly the items you need — the same options apply when generating reports.

How do I search for a project or issue?

Tap the search icon in the top bar of the Projects screen or an issue list, then type part of the title or reference to jump straight to it.

Can I duplicate a project or issue?

Yes — use the Copy action (swipe right on iOS, 3-dot menu ⋮ on Android) to duplicate a project, location or issue. Handy for repeat inspections of the same property.

Can I rename statuses, tags and other labels?

Yes. Under Settings → Customization you can set custom wording for statuses, tags, priorities and report fields, so the app and your reports speak your industry's language.

Your data & devices

How do I move my data to a new phone?

Use the Share action on each project to export it as a zip file (it includes locations, issues and photos), send the file to your new phone — by email, WhatsApp or a cable — and open it there with Site Report Expert installed. The app imports everything automatically.

Which devices are supported?

Android: phones and tablets running Android 7.0 or newer. iOS: iPhone — see the App Store listing for current requirements.

I reinstalled the app — how do I restore my purchase?

Purchases are tied to your Google Play / App Store account. Install the app with the same store account and your upgrade is restored automatically; on iOS you can also use the Restore Purchases option. Note that reinstalling does not restore your project data — export your projects first (see "How do I move my data to a new phone?").

Is my data backed up anywhere?

Your data lives only on your device — there is no cloud copy. We recommend periodically exporting important projects as zip files and keeping them in your email, drive or computer as a backup.

Plans, privacy & support

How many projects can I create for free?

The free version includes 1 project with unlimited locations, issues and photos — enough to run a real job end-to-end. To work on more projects, open the upgrade screen in the app and choose a plan.

Does the app work offline?

Yes, fully. All data lives on your device — no account, no cloud service. You only need a connection to share reports or project files.

Which languages are supported?

The app is translated into 71 languages, including English, Spanish, French, German, Arabic, Hindi, Chinese, Japanese and Portuguese. Change language any time under Settings → Change Language.

I still have a question — how do I reach support?

or use the contact form — we usually reply within one business day.

Still stuck? Contact us — we're happy to help.