Browse practical guides for SolvEx, quality control planning, smart inspection forms, drawings, reports, QR verification, and workspace setup.
The essentials for first login, workspace orientation, project setup, onboarding tasks, and the core terms used across BYLT.
Guides for selecting a solution category, answering template-driven questions, reviewing matches, and exporting solution PDFs.
Guides for understanding KS control plans, completing shared-form inspections, adding attachments, and placing drawing pins.
Guides for viewing inspection records, sharing outputs, public QR lookup, public portal setup, and viewer access.
Guides for configuring templates, applying control plans, managing control items, inviting users, handling permissions, and using support tickets.
Guides for account activation, paid onboarding, subscriptions, billing portal access, seats, and team access.
Guides that help teams get more value from BYLT after basic setup is complete.
Start with an overview or dive straight into the article that matches the job in front of you.
Learn what the BYLT tenant portal is for, how the main areas fit together, and what to do first after signing in.
Understand how to sign in, what to check when login fails, and how access is controlled inside the portal.
Learn how projects organize inspection work, drawings, files, quality-control plans, and records in the tenant portal.
A practical checklist for admins preparing the workspace, public portal, projects, templates, users, and a first test inspection.
A plain-language reference for the terms users see across the BYLT tenant portal.
Understand how Solution Finder uses categories, runtime templates, guided questions, and match results to suggest relevant solutions.
Follow the chip-to-template question flow and understand how your answers become the matching input.
Learn how to read exact matches, near matches, rankings, supplier information, localized content, and detailed result views.
Learn what is included in a solution PDF, when to generate it, and how sharing behaves in the tenant portal.
Understand how KS templates, categories, control items, attached forms, and project control plans work together.
Learn how shared smart forms, required fields, blocking questions, conditional visibility, dynamic options, and product fields behave during inspections.
Follow the project control item flow from selecting a form-backed item to submitting a complete KS inspection record.
Learn how inspection files are attached during submission and how saved attachment links behave afterward.
Learn how drawing pins connect an inspection to a precise location on a project drawing or PDF.
Learn how to review saved inspection details, answers, attachments, drawing context, and submission metadata.
Choose the right sharing method for internal review, PDF documentation, public lookup, or viewer portal access.
Learn how visitors scan a company QR code, enter an inspection code, and view a record without logging in.
Set up company branding and public portal details so visitors can identify the correct inspection portal.
Understand when a viewer path is appropriate and how it differs from paid dashboard subscription access.
Build reusable KS templates with categories, control items, and attached shared forms.
Create a project control plan by copying a full template or selected categories and control items.
Create and maintain the control points that define what users inspect on projects.
Add users, assign roles, and connect product access or seats where needed.
Understand why users may or may not see projects, modules, admin settings, billing, or support actions.
Create, track, and reply to support tickets using human-readable ticket codes and attached evidence.
Understand the signup, OTP, account type, product selection, Stripe checkout, and dashboard handoff flow.
Review subscription status, product access, billing portal behavior, and cancellation expectations.
Add, remove, and review seats so users have access to the correct product areas.
Create users and assign product access with the right billing and seat-management expectations.
Understand common portal messages and decide whether to fix input, retry, ask an admin, or contact support.
Know which workflows should behave the same across web and mobile, including PDFs, sharing, locale, and drawing pins.
A recurring checklist for keeping users, seats, subscriptions, projects, templates, public portal settings, and support tickets healthy.
Use QR lookup and inspection sharing to reduce manual status questions from external stakeholders.
Use templates, control items, forms, and project plans to keep inspection work consistent across teams.
Roll out BYLT with clear roles, a narrow first workflow, support habits, and practical checkpoints.
Create the company workspace, verify the admin account, and prepare the team for rollout.
Decide who should inspect, who should review, and who only needs visibility into the finished reports.
Understand what the rule engine validated, where margins are tight, and when to escalate a scenario internally.
Structure the inspection flow so crews answer only what matters for the penetration, substrate, and fire class on site.
Generate customer-ready PDFs with project context, signatures, photos, and your own branding in one tap.
Attach a permanent QR destination to each penetration so the proof remains accessible years after installation.
Understand how product subscriptions affect workspace access and how to activate both modules in one checkout.
See how seat assignment works, what changes when subscriptions are added, and how billing is structured for active teams.