Cloneable

This help center covers setting up Cloneable and collecting field data with UtilityScout. Pick the path that matches what you need to do right now. You can come back here…

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How the web portal's left sidebar works, and why a screen or job might be missing.

Finding your way around

Start here

Ongoing administration once setup is done: people, teams, and watching your analytics.

Getting Started as an Admin

Get productive in UtilityScout fast: app basics, then the Steps 1-15 field workflow in order.

Getting Started as a Fielder

The full, hand-held first-time setup sequence: Katapult key, the trigger handoff, building your configuration, and adding users.

Getting Started as a Setup Admin / Implementer

Getting Started

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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