Support

Find answers about the Baselign web portal, mobile app and client dashboard, or get in touch with our support team.

Contact Support

Can't find what you need? Email us and include your organisation name and what you were trying to do.

support@baselign.co.uk

Help Guides

Clients

Learn how to manage client details, sites, documents, and client dashboard access.

Work Orders

Learn how to create, schedule, track, export, and repeat work orders from creation to completion.

Assets

Learn how to log and track machines, equipment, and assets, and keep their documents.

Messages

Learn how to send updates and communicate with team members.

Forms

Learn how to build and manage service checklists, reports, and compliance templates.

Team

Learn how to add and manage team members, roles, and permissions.

Tasks

Learn how to create and manage tasks and to-do lists for your team.

Billing & Plans

Learn about plans, your free trial, upgrading, and managing your subscription.

Usage & Limits

Learn what your plan includes and what happens when you reach your limits.

Settings & Security

Learn how to manage your profile, notifications, security, and account.

Dashboard & Reports

Learn how to read your dashboard and export your data.

Support Desk

Learn how to handle support tickets raised by your clients.

Support

Contact Support

Help Guides

Clients

How can I create a new client?

How do I search for clients?

How can I edit client information?

How do I add multiple site locations for a client?

Can I upload a client logo or avatar?

How do I delete a client?

How can I view a client's work order history?

What information can I track for each client?

How do I sort the clients list?

Can I assign assets to specific clients?

How do I add custom fields to a client?

How do I add notes to a client?

How do I upload documents to a client?

How do I give a client access to the client dashboard?

What can my clients see in the client dashboard?

How do I remove a client's dashboard access?

How do I know when a client raises or replies to a support ticket?

What are the file size and storage limits for client documents?

Work Orders

How do I create a new work order?

How does the work order ID naming pattern work?

Can I customize work order IDs?

How do I assign team members to a work order?

What is Final Sign Off?

What are the different work order views?

How do I filter and search work orders?

What do the work order statuses mean?

Who can change a work order's status?

What's the difference between scheduled and started dates?

What do the 'Overdue' and 'Conflicted' badges mean?

How do I add forms to a work order?

Can I attach assets to work orders?

How do I add notes to a work order?

How do I upload documents to a work order?

How do I tag work orders?

How do I record the cost of a work order?

How do I make a work order recurring?

How are recurring work orders created, and how do I change or stop them?

How do I view work order history?

How do I export a work order?

How do I export many work orders at once?

How do I import changes captured offline on the mobile app?

Why can't I create, edit, or delete work orders?

How do I delete a work order?

What are the file size and storage limits for work orders?

Assets

How do I create a new asset?

What asset types are available?

How do custom fields work for assets?

Can I upload asset images?

How do I assign assets to clients?

How can I search and filter assets?

How are assets organized in the view?

Can I add notes to assets?

How do I upload documents to an asset?

What's the difference between notes and documents?

How do I edit asset information?

How do I delete an asset?

Can I track asset location changes?

What information is shown in asset history?

What are the file size and storage limits for asset documents?

Messages

How do I start a new conversation?

How do I send a message?

Can I format my messages?

Can I send images or files in messages?

How do I add people to an existing conversation?

How do I leave a conversation?

How can I search for conversations?

What are the conversation indicators?

How do I know if I have unread messages?

Can I see who's in a conversation?

Are messages updated in real-time?

What types of system messages are there?

How do I see older messages?

How do I download files from messages?