Key Updates at a Glance
We’ve streamlined the onboarding process for both new companies and users joining an existing company.
You can now register with just your phone, join with a Company ID, or create a new company as a Super Admin, all with a smoother, step-by-step flow.
Sign Up & Log In Improvements
We’ve streamlined the onboarding process for both new companies and users joining an existing company.
You can now register with just your phone, join with a Company ID, or create a new company as a Super Admin, all with a smoother, step-by-step flow.
Simplified Project Creation with Default Project
Step-by-step flow with clear defaults and templates. add a project name, assign users, and set status with fewer clicks. use Default Project Templates to save time by reusing groups, roles, and settings.
User Roles & Permissions
We’ve clarified who can do what:
Company Super Admins → full organization control.
Office Super Admins → manage their own office projects.
Standard Users → focus on execution and data capture.
Project Statuses
Standardized lifecycle stages: Active, Opportunity, Completed, and more.
Statuses appear across lists, filters, and reports for visibility.
Maps, Geofences & Plan Sheets
Full screen capabilties.
Pin your project location on a map.
Draw Geofences (boundaries) to track clock-ins, activity, and media uploads.
Upload Plan Sheets (PDFs/images) and overlay them on the map.
Adjust size, rotation, and opacity for perfect alignment.
Layers & Overlays
Upload external map data (GeoJSON, KML, KMZ).
Overlay multiple plans (e.g., floors, utilities).
Fine-tune transparency, scaling, and rotation for accuracy.
AI & Smart Productivity Tools
. AI guidence
. AI Caption with Prompting → auto-generate captions or guide AI with your own prompt.
. Tags → organize projects, media, and reports with searchable labels.
. Naming Rules → enforce consistent file naming with multiple pattern options.
. Notifications → stay updated on activity across projects.
. Quick Access Links → pin frequently used features.
. Custom Fields → add company-specific project data.
. Units → switch between imperial/metric easily.
How to Use ,AI Captions, AI Guidance, and Tags in Filio Projects
Subscription Management
Start with a 14-day free trial (no credit card required).
Choose Monthly or Yearly seats (or mix both for flexibility).
Seats unlock the Filio Data Collector mobile app with full capture features.
Revoke or reassign seats instantly when your team changes.
Powerful Reporting
8 ready-to-use templates for reports.
Personalize report templates.
Add inline comments and track changes.
Flexible editing and export options for clients or team distribution.
Performance & Design Improvements
Clean, modern sidebar for Projects, Users, Groups, Offices, and Company.
Faster load times for maps and plan sheets.
Mobile app now syncs seamlessly with project updates.
How to Use This Guide?
This page is your overview. Each section above links to a detailed Q&A with:
- Step-by-step walkthroughs
- Screenshots & visuals
- Pro tips from our team
Whether you’re a new user or an existing customer exploring the redesign, this is the best place to start.
Get Started with Your Company in Filio Today
