Where: web portal. Needs: the Org Admin role for configurations, archiving and the Secrets vault.
When you finish: you have seen the web app the way an organization admin uses it, in the order you will use it, and you know where to go for each step in more detail.
Your crews collect pole data in the field with the mobile app. The web app is where you set up what they collect, plan the work, and review and share what comes back. Each section below matches a part of the video and links to the moment it starts.
In this video
Time | Section |
1. Set up a configuration | |
2. Make a job | |
3. Bring work in from a map file | |
4. Get around the Utility Map | |
5. Draw poles and spans | |
6. Review field data | |
7. Add missing attachments with AI | |
8. Change many objects at once | |
9. Export a report | |
10. Archive and restore a job | |
11. Connect other systems |
1. Set up a configuration
Open your name menu at the bottom left and choose Configurations. In a new account with no jobs yet, the dashboard shows a welcome screen, so start from the name menu.
Choose New configuration, then Blank configuration.
Give it a name and choose Create configuration.
Set the Measurement unit your crews and engineers use.
Open Data templates. They set what is recorded for each pole and span, and a new configuration starts with a standard set.
Choose Save configuration.
Name menu, Configurations, New configuration, then Blank configuration.
A configuration name can be used only once in your organization, even after the configuration is deleted. Name it after the work, not the date.
Other ways to start (Watch from 1:07): from a Katapult model, a KML file, or a Cloneable file. See Create a configuration, and choose where it comes from.
Full guide: Set up your configuration, stage by stage
2. Make a job
Open Jobs in the left menu. It is your home base.
Search to find any job by name.
Choose Add job. A brand-new account shows Create your first job instead.
Choose Create blank job.
Name the job and pick its configuration.
Choose Next, then Create job.
Full guide: Create a job
3. Bring work in from a map file
Already have your poles in a map file? Choose Add job, then Import from KML.
Drop in a KML, KMZ or GeoJSON file, read how many points and lines it found, and choose Next.
Choose Create new job, pick your configuration, name the job, and choose Next.
Match the file's points and lines to the pole and span types your configuration uses.
Step through the next two screens and choose Start import.
When it finishes, choose View on map.
Matching the file's points and lines to the pole and span types, then Next.
Every type in the file starts on Skip import. A type you leave unmapped does not come across, so work down the whole list.
Full guide: Bring your map file in as a job
4. Get around the Utility Map
View on map opens the job on the Utility Map, where every job's poles and spans live.
Zoom to Graphics fits the job on screen.
Switch the basemap between Street and Satellite.
Search the map to jump to a pole.
Select the pole to see its details.
Full guide: Find your way around the web portal
5. Draw poles and spans
No map file? Open Add to map and choose Add Pole.
Click the map to place each pole. With Auto add line on, spans join them as you go.
Choose Stop adding when you are done.
To join an existing pole to a new one, open Add to map, choose Add Span, click the existing pole, and click where the new one goes.
Add Pole, clicking to place poles with Auto add line on, then Stop adding.
Full guide: Edit or move objects on the web map
6. Review field data
Measurements and photos your crews collect with the mobile app sync back here. Select a pole on the map.
Choose Measure Utility Pole to open its measurement.
The photo shows the pole and attachment heights. Select an attachment to check it, and choose Done.
Measure Utility Pole, then selecting an attachment to check its height.
Check the pole's spans and guy wires the same way.
If your configuration has ground line circumference on (Watch from 4:38), choose Measure. The edge handles snap to the pole; drag one to fine-tune it, choose Done measuring, and choose Save changes.
Measure, dragging an edge handle, Done measuring, then Save changes.
Open the History tab to see what changed.
Full guide: Re-measure a pole from the web
7. Add missing attachments with AI
In the pole's measurement, choose Add attachments, then Find with AI.
It marks what it sees in the photo. Click each suggestion you want to keep.
Choose Add for the selected attachments, then Done.
Choose Save changes.
Find with AI, clicking the suggestions to keep, then adding them.
8. Change many objects at once
On the job map, choose Edit multiple.
Select the objects, for example every guy anchor in the job.
Choose the field to change and set the new value.
Apply it to every selected object.
Edit multiple, every guy anchor selected, one field set for all seven.
Full guide: Edit or move objects on the web map
9. Export a report
When the review is done, open the job on the map and choose Export data.
Pick a format: PDF report, KMZ, GeoJSON or CSV. Katapult users also see Export to Katapult.
For a report, choose Generate PDF Report, pick what to include and the order the poles appear in.
Choose Export.
Full guide: Export your data
10. Archive and restore a job
When a job is done, open it. Organization admins can choose Archive job.
Confirm with Archive.
Archived jobs move to Historical.
Restore brings a job back to your active list.
Archive a job only after its review and exports are finished.
11. Connect other systems
Open your name menu and choose Secrets vault. Keys for the systems Cloneable connects to live here.
Choose Create secrets.
Give the secret a name and a value, add a short description, and choose Save all secrets.
For your Katapult key, choose Add platform secrets and pick Katapult, so you can start a configuration from your Katapult model. See Connect Cloneable to Katapult.
Full guide: Store the credentials your integrations need
Good habits
Make the configuration before the job: a job needs one.
Check the measurement unit before crews head out. They see it on their phones.
Save after every measuring, attachment or bulk change.
Pick the export for the reader: PDF for a report, CSV for a spreadsheet, KMZ or GeoJSON for mapping tools.
Store only approved keys in the Secrets vault. Cloneable never shows a saved value again.
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