All Collections
User Guides
Pinpoint Works Frequently Asked Questions
Pinpoint Works Frequently Asked Questions

Check out some FAQs about our software. If you can't find what you're looking for try searching the Help Center or reach out to us directly.

Leslie | Pinpoint Works avatar
Written by Leslie | Pinpoint Works
Updated today

We hope this article helps you find the answers to some of our most frequently asked questions. It's divided into different sections so feel free to click the list below to go directly to that section or scroll through the full list for more clarity.

If you still have questions after searching this article and the rest of our Help Center, contact us directly, and we'll be happy to help.

General Questions

  1. Which web browsers can we use for the web app?

    We recommend Chrome for the best experience with the web app. Safari on macOS or Edge on PC is also suitable. Other browsers do not support all the features we offer due to the advanced technology used by our software.

  2. What happens if I forget my password?

    If you have forgotten your password and would like to reset it, please click the 'Forgot Your Password' link on the login page of the web app through the browser. Enter your e-mail address, and a reset link will be sent to that email address. For security purposes, passwords cannot be reset on the mobile apps or by other users.

  3. How do I log out of my account?

    On the web app – Click the avatar icon in the bottom left corner of the page, and a menu will appear. Click the logout icon to log out of the account.

    On the mobile app – Click the hamburger icon in the top left corner. A dropdown menu opens with an option to Logout.

  4. Is there an iPad and tablet app?

    Yes, our native apps for iOS and Android can be downloaded from the Apple App Store and Google Play Store, respectively.

  5. How does the phone app vary from the web app?

    The mobile app is great for walking around the vessel, taking pictures, and uploading to Pinpoint Works on the move. The web app offers a more detailed functionality, including an overview of the Sites and points and options to customize sites with managing tags and custom fields.

  6. Is the mobile app available in all countries?

    Yes, our mobile app is available in all countries. Please let us know if you can’t find the app in Google Play or the App Store.

  7. Can we use Offline mode in the web app?

    Offline functionality is only available on native apps.

  8. We are currently on a yacht in build. Can we use Pinpoint Works now?

    Using Pinpoint Works during the build phase is a great way to track works with photos and descriptions to have a complete history of the vessel. Pinpoint Works was created to facilitate communication between multiple parties, eliminating the need for extensive and inaccurate Excel lists and hundreds of emails. However, it is simple enough to use at any stage of a vessel’s life.

    Some of our current clients use Pinpoint Works for new builds, warranty periods, refits, paint surveys, and general day-to-day work lists for one-off jobs throughout the year.

  9. Is Pinpoint Works a planned maintenance software?

    Our program is not a planned maintenance system but a work list planning and communication platform that eliminates back-and-forth emails and inadequate Excel spreadsheets. Clients use Pinpoint Works alongside their PMS by exporting a point to PDF from Pinpoint Works and uploading it to their PMS for record-keeping purposes or using the point’s URL to connect to the PMS.

  10. Can we add regular maintenance tasks to Pinpoint Works?

    PW does not offer recurring maintenance tasks functionality. However, you could add a task as one point and maintain its history through the comments section, using Reminders to help you remember when the next service is due for that task.

  11. Is there a Calendar view?

    Our Timeline feature is an additional custom field option allowing you to add start and end dates to points. These dates are visually displayed in the Timeline from the left menu. Please get in touch with your Account Manager for more information.

  12. Is Pinpoint Works available to download onto a local server?

    Pinpoint Works is a cloud-based program, and we do not offer a local version for servers on board or on-site.

  13. We have a lot of sensitive information, including our site plan/GA. What security does Pinpoint Works provide?

    We regularly use a standard NDA (non-disclosure agreement) with our clients. And to keep your account secure, you can also enable two-factor authentication. Please contact us directly for more information about this and access to additional information about the security used on the Pinpoint Works software.

14. How do I log out of all of my devices using my Pinpoint Works account login details?

We are unable to log you out of your account, so it is something you would have to do on each device you have logged in. Resetting a password will prompt a 'Log out' action on all of the devices you have been working on.
If you have been working in the 'Offline' mode, then the 'log out' action won't be prompted until you are back online again - in this case, someone might still have access to the information but will be unable to make any changes to the work list.

Users

  1. Who can add points to the work list sites?

    Sharing information with other users is integral to PW’s functionality. Account Admin and Site Admin Users can add other users to the Site by clicking the cog icon next to the Site name and selecting ‘Manage Users’.


    Here’s a quick overview of Access levels:

    • Account Admin: Only a Pinpoint Works Account Manager can assign an Account Admin role to a new or existing user. Click here to read more about this role.

    • Site Admin: These users can access the Site Settings—site name, Tags, Custom Fields, and Users. They can also invite and manage other users on the site, add, edit, and delete points, and copy and move points from one site to another.

    • Normal: They can add, edit, copy but not delete points.

    • Guest: They can comment and add photos, videos, and documents to points but cannot add, edit or delete points.

  2. Can I hide information from other users or prevent them from editing certain information?

    All users can see basic information such as title, status, priority, description, and assignees. However, there are several options for limiting what other users can see. For example, Admin users can limit what points or information Normal and Guest users can see by using the Tags functionality.

    Admin users can also restrict what custom fields Normal and Guest users can view and edit using our Advanced Access Levels. They can also adjust the option for commenting and activity feed visibility.

    These options allow Admin users to ensure sensitive information stays secure.


  3. How can I manage users on the site?


    Admin users can add, edit, and delete users by clicking the cog icon next to the site name and selecting the ‘Manage Users’ option. If you cannot see the Site Settings icon, you are not an Admin user.

  4. How do I change my username?

    From the web app, click on your avatar in the bottom left corner and select 'Profile Settings' from the menu. From this page, you can change your avatar (profile photo), email address, username, password, setup 2FA and other settings.

  5. How do I change other usernames?

    An Admin user can manage users, but it is up to each user to set their name and avatar.

  6. We have changed our company email domain. How can I update our email addresses within Pinpoint Works?

    This can be done in Profile Settings. Read more about Updating your Email Address here.

Tags

  1. What are Tags?

    Tags are an important part of your Site's setup. When creating a list of tags, consider who will be using your Site and how it will be used. Tags play a role in effectively sorting and filtering your data and who will have access to it. See the ‘Users’ QA section above for more information.

  2. Who manages the tag list?

    An Admin User can add or delete tags and choose which tags will be visible to a specific User.

  3. Where do I manage my tag list?

    As an Admin user, access the Site Settings icon, which can be found next to the Site name at the top of the work list page or from the left-side menu. Select ‘Manage Tags’ from the Site Settings icon to add and delete tags for your Site. From this page, tags can be added and deleted. Note that tags cannot be edited.

    You can also import Tags from one Site to another. Tags will be alphabetised automatically.

  4. Are there pre-loaded tags?

    No tags will be pre-loaded into a site as these are typically custom for each work list. Here are a few examples of how tags can be used to organise information on a site:

    • Department: Interior, Engineering, Deck, AVIT

    • Category: Electrical, Plumbing, AVIT, Teak, Paint, Guest, Owner Request, Winter Refit, Survey

    • Location: Interior, Exterior, Guest area, Crew area, Tech space, Pool, Restaurant, Master Cabin

    • People: Contractors, Shipyards, Owner’s Office, Management, Architect

  5. Is there a limit to the number of tags I can add to a point?

    You can use as many tags as you like. However, we recommend using fewer tags to simplify your overview of the work list.

  6. How do you search by tags?

    The Filter button allows you to filter your list by tags, including or excluding points with tags. You can select one tag, multiple tags, or, combine tags by using the tick box next to the filter.

  7. Can we upload a list of tags with Excel?


    Tags can be imported from an Excel spreadsheet. On the Site Settings page, click Tags and then click on the Import Tags button. Tags will be imported in alphabetical order automatically.

Custom Fields

  1. Can my Excel data be replicated in Pinpoint Works?

    Admin users can add up to 9 types of custom fields within Pinpoint Works to match existing Excel spreadsheet information. They include Plain Text, Rich Text, List, Checkbox, Date, Time, Cost, Numbers, Percentage, and a paid add-on field for a Timeline feature. Your account manager can help you with how best to set up these fields within your site.

  2. Is there a limit to the number of custom fields I can add to a site?

    There is no limit to the number of custom fields that can be added to as site. However, we recommend limiting the number of custom fields to only those that are necessary; otherwise, users could experience information overload and choose not to fill in the information, making the field irrelevant.

    Alternatively, you can add as many custom fields as needed and hide fields that are irrelevant to users using the Advanced Access Level options on the Manage Users page.

  3. Is there a way to hide custom fields from some users?

    Admin users can use advanced access levels to restrict what custom fields Normal and Guest users can view and edit using our Advanced Access Levels. They can also adjust the option for commenting and activity feed visibility.

    These options allow Admin users to ensure sensitive information stays secure.

    Advanced Access Level options can be found by clicking the Edit button next to the user’s email address on the Manage Users page and selecting the Advanced dropdown button.

Points

  1. Can points be deleted?

    Only Admin users can delete points. This can only be done through the web app. Instead of deleting points unnecessarily, we suggest using the ‘Completed’ or ‘Canceled’ status so they remain in the list for future reference.

    The deleted point activity will be recorded in the Dashboard activity field.

  2. Can a point’s Assignees change the point status?

    Admin and Normal Users can add and edit points in a Pinpoint Works work list site. Guest users cannot add or edit points.

  3. Can I add points offline?

    We understand there are certain times when you may not have internet access when you are onboard or on-site. Points can be added offline through the native mobile apps, which are downloaded from the Apple App Store and Google Play Store.
    Before offline functionality will work, the site you need to access offline will need to be fully synced first. Once that has been done, tap the hamburger icon to open the left-side menu, then select ‘Offline mode’ and create or update your points as usual. When you have connected back to Wi-Fi or Data, turn off ‘Offline mode’ and manually sync your app by swiping down for Android or tapping the sync icon for iOS.

  4. How do the ID numbers work?

    A sequential number is added to each new point created within the site. ID numbers cannot be edited.

  5. Can you change the ID number to match our own reference number?

    ID numbers cannot be edited, however, creating a custom field called ‘Example reference number’ will allow you to add the number to your site.

  6. Is there a space limit in the rich text description box?

    The Rich Text Custom field has a limit of 10,000 characters, including spaces. A warning message will appear when you’re nearing or have crossed this limit.

  7. Can I assign someone to the task?

    You can assign any user that has access to the site where the point is located. This user will be notified in the in-app notifications section.

  8. Why can’t I see a User in the Assignee list?

    Check that the User is added to the Site on which you are trying to add a point. If the User isn't added to the Site or has not yet created their user profile, they cannot be assigned to the point. Admin Users can add other Users to the Site by clicking the cog icon next to the Site name and selecting ‘Manage Users.’

  9. How do I copy or move a point from one site to another?

    Admin and Normal users on the source and destination site can copy points from one site to another. Only Admin users on both the source and destination sites can move points from one site to another.

    Select points using the tick-box on the left side of the work list table, and select either Copy or Move points from the pop-up table on the bottom of your screen. A notification window appears to inform you of the information that will be transferred. If tag and custom field information need to be transferred, they must first be created on the destination’s site. This can be done easily by going to the destination’s site and importing the tags and custom fields from the source site using the ‘Add new Custom Field’ button and selecting the ’Import from other sites’ tab. You will have the option to select which of the following point information to copy across - Activities, Comments, Photos, Videos, Files or Description.
    Once a point has been copied, the point will have a new ID number on the destination site.

  10. How do I copy a point within a site?

    Admin and Normal users can copy a point within the site.
    Select points using the tick-box on the left side of the work list table, and select Copy points from the pop-up table on the bottom of your screen. A notification window appears where you select the destination site (choose the current site) and the option to select which of the following point information to copy across - Activities, Comments, Photos, Videos, Files or Description.
    Once a point has been copied, it will have a new ID number on the site.

  11. Can I merge two points?

    While you can’t merge two points, you can choose to mark one point as ‘Completed’ or ‘Canceled’ and attach its hyperlink in the description box of the remaining point. This way, the duplicate point will remain as a reference.

  12. Can I set up reminders for work list points?

    We offer a paid add-on feature called Reminders, which can be enabled by your Account Manager. Once enabled, it’s available to all users across all sites on the account.

    Individual users can add one-off reminders for themselves to points that populate on a dedicated Reminders page. A short note can be added to the reminder as a quick reference for action. Individual reminder notes independent of any point relationship can also be added. A pop-up will appear on the PW web app on the date for which the reminder is set. It is not possible to set a recurring reminder at this point, but reminders can be edited to a future date at any time.

  13. Can you track how long it takes to complete a job?

    It is possible to track time spent on a specific point by adding Time Custom Field. Contractors and Crew can enter the time they spend on a task in days, hours, and minutes, adding multiple entries until the job is finished. Each entry will be added to the total time for that point. By default, the total time on all jobs can be tracked in the table footer.

  14. Is there a way to send a notification if a date field is exceeded?

    We do not offer notifications for dates which have passed. However, our additional paid-add-on ‘Reminders’ feature can be used to set your own reminders for specific points or general reminders unrelated to points.

  15. Can points be grouped by a certain field of data?

    Click the ‘Group’ button on the top menu of the web app to group points by a specific grouping condition. You can add up to three conditions.

  16. Can you add custom fields at a later date?


    Admin users can add custom fields at any time.

  17. How do I close the point?

    Two statuses are available for points that do not require further action – ‘Completed’ and ‘Canceled’. Marking the point status as ‘Completed’ or ‘Canceled’ will remove it from the work list by default. It can still be seen at any time by filtering these status options.

Export

  1. How do we export the points?

    There are several options for exporting the work list, including PDF, Word, and CSV. Data fields will be exported depending on their order and visibility in the work list table. You can use the ‘Filter’ and ‘Sort’ buttons as well as ‘Table Columns’ button to arrange your table and hide fields before exporting. Select an entire site, multiple points, or an individual point to export.

  2. Can I choose what information to export?

    Using the PDF and Word export options, you’ll be prompted to choose which information to export to the report. The table can also be formatted before exporting to remove unnecessary information using the filters and hide fields options.

  3. Can we have the export formatted so it matches the shipyards Excel sheets?

    Using the ‘Filter’ tool, you can export points to an Excel sheet with as much information as needed. Change the column order before you export or re-organize the Excel sheet to match the shipyard or contractor’s Excel sheet.

  4. Is it possible to export only one deck?

    Yes, you can set up a custom field to allocate points to a specific deck. Then use your ‘Filter’ function to organize points by this custom field and export them in any format available.

  5. I see the GA is added to the end of the PDF export. Can I move this to the top of the export?

    There is no option to export the site plan/GA page at the top of the PDF reports. However, it is possible to export the site plan/GA from the export dropdown menu or zoom into points on the GA for a clearer export.

Photos, Videos & Documents

  1. Are there size limits for photos and videos?

    On the web app, there is a maximum file size of 100MB. On mobile apps, photos and videos are compressed upon uploading and there is a maximum video length of two minutes. All videos must be fully downloaded before playing on both web and mobile, as we do not currently offer video streaming.

  2. How many photos and videos can I add?

    There are no limitations to the number of photos and videos uploaded to an account.

  3. Can I annotate photos?

    Yes, Admin and Normal users can annotate photos on the web app, and all users can annotate photos on the mobile apps.

  4. Do photos and videos save on my mobile device if taken within the app?

    On Android and iOS devices, you will be prompted as to whether you want to save a photo taken in-app to your device the first time you access this feature. This setting can be changed in the Settings section of your mobile app by tapping on the hamburger icon in the top left.

  5. I only use the web app. Can I still add photos and videos?

    There are two ways to add media files from your mobile device to the web app. The easiest way is to transfer the files you would like to upload to the Pinpoint Works Site onto your device, then add them to your points using drag and drop or select files from your computer into the ‘Attachments’ section of the point card.

    Alternatively, open the Pinpoint Works web app on your mobile device and add media files to points directly from your device. Depending on the size of the mobile device, this may be more difficult than transferring the files from your device to your desktop.

  6. Can you record and upload a voice message into Pinpoint Works?

    You can record a voice note from the mobile app that can be dictated to text depending on the device used. If the voice record option is available, it will appear as a microphone option anywhere the keyboard pops up. We suggest double-checking the text and punctuation as the dictation is not perfect on any device.

  7. What types of files are supported for document uploads?

    There are no restrictions on file type. If you encounter an issue, please let us know.

Comments

  1. Who can add comments?

    By default, all users can add comments. Admin users can restrict Normal and Guest users from making or viewing comments using the advanced access levels.

  2. Can comments be deleted?

    No, comments cannot be deleted for transparency and accountability purposes. This is to ensure a clear, running history of the project.
    If you need a comment deleted, please contact your account manager.

  3. Can you add comments after a point is closed?

    Yes, all levels of access will still be able to comment on points, no matter their status. Please note that you can restrict Normal and Guest users from viewing or making comments—see our ‘Users’ section for more information.

Email Notifications

  1. Where can I change my email notification settings?

    Email notifications can be changed on the Users Settings page. Click on your avatar in the bottom left corner of the web app, then choose the ‘Profile Settings' option. Click the pencil icon next to the right side of the site name to change the frequency.

  2. How often can I receive email notifications?

    You can choose instant notifications, once every 6 hours, once a day, once a week, or no notifications. By default, an email notification for each site you access will be sent once a day.

  3. What information does an email notification include?

    Email notifications will show the title of the updated point(s) changed, the person who made the change, what the change was, and include a link to the point.

    Changes can also be seen in the Dashboard Activity Feed and the In-App notifications section.

Work List Sites & Site Plans/GAs

  1. What format does the GA or site plan need to be in?

    Please send plans in PDF, JPEG, or PNG format to your Account Manager for formatting and uploading to your work list site. DWG files are also accepted but can take longer to format.

  2. Can both port and starboard side aspects of the GA be uploaded?

    If you’d like both profiles of the vessel uploaded to your site, please ask your account manager. If you can only provide one side GA, please note that GA will only be mirrored and might not reflect your actual vessel details.

  3. Can I have a different GA or site plan on every work list site?

    Yes, you can have a different GA or site plan for a different site. For example, for Tender Site, you may have a tender GA, while for ‘Shipyard Paint’ Site, you can have a paint GA uploaded. Plans for other assets such as helicopters, jet skis, land-based properties, etc can also be uploaded. Please ask your account manager for more information.

  4. Our project is in the build. If the GA or plans change throughout the project, can it be updated in PW?

    Yes, we can upload a new version of a GA or site plan to your site. However, depending on the severity of changes, repositioning of locations may be required. Please contact your account manager for more information.

  5. Are the work list sites connected?

    The Sites are independent of each other. Each site has its own site plan, users, custom fields, and tags. All site settings can be imported from one site to another by Admin users. This way, data can remain consistent across projects, keeping information consistent between sites.

    For example, a site could be created for each department with the same tags and custom fields but with different users. This way, if a point needs to be moved or copied from one site to another, the tags and custom fields will also transfer if the same tags and custom fields are imported from the source site to the destination site. See the QA Points section for more information.

  6. How do I archive a site?

    We can now archive sites. Contact your Account Manager, and they'll take care of it for you.

  7. I'm unable to see a site to which I have access to?

    Please go to Profile Settings by clicking the avatar icon in the bottom left corner. Once you're there, check if any sites are selected and hidden from your view.

Subscriptions

  1. How many Users/Sites come with our subscription?

    There are no limits to the number of users and sites with an unlimited subscription. These can be added by Admin users at any time, as needed.

    Per-user subscriptions require each Admin and Normal user subscription for the users on the account. They have a limit of 10 active sites on the account—more sites can be purchased if required. Per-user subscriptions also receive 10 free Guest users per Admin user subscription. For example, a per-user subscription with 2 Admin users and 3 Normal users receives 20 Guest users for free.

  2. What happens if we have more than 10 Sites on a Per User subscription?

    If you have more than 10 active sites on a Per User account, additional sites can be purchased in groups of 5 or 10. Please speak to your Account Manager for more information.

  3. Can you add/move the GA points overview page from the PDF export from the last page to the first page?

    No, the placement of the site plan/GA overview page will always appear at the end of the PDF export. However, the site plan/GA can be exported independently using the option on the Export dropdown menu.

  4. Do we have access to our Site data if we decide to cancel our subscription?

    Data will be kept for a minimum of 2 years, during which time one User can retain free Guest access to the sites on the account. Guest user access may change during this period at the user's request. The request to change a Guest user's email must be made in writing to a Pinpoint Works representative. After the 2 years, we reserve the right to delete the account if the subscription is not renewed. The Guest user will be notified before this time to export any data before deletion.

  5. We have an extensive list of points to add to an Excel document. Can this be uploaded to our site?

    For an additional fee, your existing Excel spreadsheets can be imported to your site to get you started quickly. The data must be formatted to our points upload template, and Tags and Custom Fields must first be created on the Pinpoint Works site to which the Excel list will be imported. Your account manager will be able to help with this process.

Ready to learn more? Check out our Getting Started article.

Still have questions?

Send us a message through the chat icon in the web app, email us or keep looking through our Help Centre for more information.

Did this answer your question?