Patrick

Find all the setup and extra features here.

Administration

Add a pin to show where your form is on a plan.

Location Pin

Permissions

Find out when you are emailing everyone from Mercury.

Notifications

Manage the Templates and Tools on your project.

Template Admin

QR Codes can be linked to locations, inspections, punch lists or any form.

QR Code Creation

Run and distribute reports on any tool! This is an early version, but we know it was needed, so we released it now while we make it better.

Reports

Instructions for IT and Mercury Admins to create new projects. If you just need a project created head to MAP>Estimating>Project Initiation>Setup Mercury.

Project Creation & Information

PLEASE DO A THOROUGH CHECK TO MAKE SURE THE COMPANY YOU ARE ADDING IS NOT ALREADY THERE! We uploaded over 3,000 companies to launch Mercury. 

Adding Companies

Here are the missteps that look like a problem that can quickly be fixed.

Trouble Shooting

We are often asked to provide a PDF copy of everything at closeout. So here's the steps for forms like RFIs, Submittals and other Field Management forms.

Export Forms to PDF

Search for articles created by the Mercury team to answer your questions.

Mercury Build

Check out the online Mercury Orientation for a step-by-step overview of these documents!

Take the tour!

Select the link of the language you prefer below!

Online Orientation Links

All the basics to start using Mercury regardless of your role.

Getting Started

Mercury Lingo

Logging In

Project Listing

What you see when first selecting a tool.

Tool Home Page [Form Table]

Status

Spending time on the mobile app?  Check out the tips below to save time.

Mobile Tips

The tools you will see on all Mercury projects.

Fundamentals 

ToDo List, Whiteboard and Updates to get your priorities straight.

Home

Manage people and companies in your project.

Documents

Photos

Manage the locations, menu and other customizations.

Admin

Make sure the work is right without wasting any extra time fiddling with software.

Quality

Complete a quality walk by starting with a list of checkpoints or make an observation on the fly.

Quality Inspections

Quality Planning

Get Safety Inspections and Incidents created and closed quickly.

Safety

A 30 day view of how safety stats are looking based on the metrics used for the MSR process.

Safety Metrics

Complete a safety walk by starting with a list of checkpoints, creating a checklist as you walk or make an observation on the fly.

Safety Inspections

Record and notify those who need to know about Incidents

Incident Reporting

Safety Tool Admin

Inspections that are specific to equipment often done prior use or daily.

Equipment

Completing Checklists from a specific piece of equipment to the site fence to establish and document it is safe to use and/or in good condition. 

Equipment Inspections

All the operational stuff that's not Safety or Quality.

Field Management

Assignees

Record all the notes while in the meeting and distribute easily.

Meetings

Daily Report

A question asked, answered, documented, and distributed.  

Get documents reviewed and approved in the right sequence, and track them along the way.

Submittals

Create, Update, or modify your own tools and templates.  After all, building tools is what we do best.

Building Tools

An overview of what it means to create or modify templates.

Intro to Building Templates

Also known as branching, this feature can be used to hide all the unnecessary fields.  In order to get the software out of the way of the process.

Visibility Settings

Selection Input

Hyperlists, Select Checklist Item, Checklist Item, and More! These three inputs work together to enable the creation of highly customized checklists.

Checklist Items

Input that pulls a list of users from the project directory.

Select User Input

Below are all the places this field appears beyond just the form and how it is different than a Simple Text input.