Trimble Unity Quick Start Guides

Dashboards

• Create a Dashboard
• Create a Widget

Equipment Check Out

• Utilize Equipment Check Out

Permitting

• Add a Payment to the Contractor's Escrow Account
• Apply Escrow Payments to Fees
• Capture a Signature: Case Workflow Panel
• Create a Case
• Link an Existing Work Activity
• Make a Payment on a Case
• Make Payments on Multiple Cases with Payment Manager
• Manage Licenses Using the License Management Tool
• Manage Tasks in the Workflow Panel
• Remove Case Payments Using the Payment Utility Tool
• Search for Tasks
• Schedule an Inspection
• Update Tasks Using the Task Utility Tool

Queries

• Create a Query - Advanced Query
• Create a Query - Query Builder
• Share an eURL Query
• Share a Query

Work Activities

• Create a Related Work Activity
• Create an Attached Service Request
• Link an Existing Work Activity
• Search for a Case
• Search for an Inspection
• Search for a Service Request
• Search for a Work Order
• Quick Search