Appia® | Business Setup

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Appia® | Reference Data

  • Appia® reference data setup

    On this page: import reference data export reference data search reference list data You can customize lists in the...

  • Appia® reference items

    In this article: add or edit a reference item delete a reference item The Items page lists all the items entered in...

  • Appia® reference contractors

    In this article: add or edit a reference contractor delete a reference contractor The Contractor page lists all the...

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Appia® | Projects in New Phase

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Appia® | Projects Under Construction

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Appia® | Project Closeout

  • Appia® punch lists

    In this article: add, edit, or delete a punch list task A punch list is a set of user-defined tasks intended to be co...

  • Issue Appia® final payment

    In this article: before the final payment, things to know, create final payment The final payment is used when the pr...

  • Archive and complete Appia® project statuses

    In this article: mark project complete, archive or restore a project An archived project no longer displays on the My...

Appia® | Generating Reports and Sharing Data

  • Appia® data exports

    In this article: export projects export reports export database If you have the proper access, you can export Appia...

  • Appia® | All reports

    In this article: PDF and CSV reports The Appia service creates PDF reports (and for some areas, CSV exports) using ...

  • Appia® query

    In this article: query builder build the header build the body save or delete the query run the report You can buil...

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Appia® | Integrations

  • Appia® | Doc Express® integration

    In this article: Why integrate Appia and Doc Express? | Enable the integration | Daily report workflow | Payment a...

  • Appia® | API and PAT usage

    Appia®'s latest Application Programming Interface (API) version lets you execute requests using a Personal Access T...

  • Appia® | Connect to Esri

    Having issues connecting your Appia account to Esri?  You must have either a system administrator or senior project...

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Training Materials

  • Appia® help guides

    Guides to help with all parts of the service and quick snippets of information to help you get your task done. Projec...

  • Appia® video training

    Subscribe to the Infotech® YouTube channel All Appia videos Creating a Project Daily Reports Managing Users Refere...