New guide7 min read
Your First Week in Taliho
A practical first-week guide for new teams setting up projects, QR codes, settings, and field-ready access.
Open guide →Support Field Guide
Support Built Like a Jobsite Playbook
Start with the first-week guides, move into the QR workflows that fit your team, and keep the library close when you need exact steps without digging through blog-style archives.
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Start here
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1
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Use the guided paths below, then the searchable library for exact steps on settings, printing, Procore, and grouped QR workflows.
Start Here First
Three guided paths for a clean first week
3 guides ready
New guide8 min read
Build Your First Field-Ready QR Workflow
Learn when to use Quick Codes, arrangements, equipment codes, and drawing codes so crews see the right information fast.
Open guide →New guide7 min read
Share Live Project Information with Taliho
Use Procore sync, custom links, password protection, and print layouts to keep field information current and easy to trust.
Open guide →Library
Support documentation by workflow
21 matching guides
Start Here
Get oriented fast, understand the dashboard, and lock in the settings that shape everything else.
First weekStart Here
Your First Week in Taliho
A practical first-week guide for new teams setting up projects, QR codes, settings, and field-ready access.
4 min readStart Here
Use the Company Dashboard Without Missing Anything Important
Understand what to review on the dashboard, how to keep projects organized, and which actions belong there first.
QR Code Workflows
Build, group, print, and manage QR codes in ways that make sense to field teams.
First weekQR Code Workflows
Build Your First Field-Ready QR Workflow
Learn when to use Quick Codes, arrangements, equipment codes, and drawing codes so crews see the right information fast.
5 min readQR Code Workflows
Create Quick Codes That Stay Useful in the Field
Set up single QR codes for Taliho files, custom URLs, or Procore tools and choose the right option for the job.
5 min readQR Code Workflows
Create QR Arrangements for Multi-Step Jobsite Access
Group related QR codes into a single arrangement so teams can find drawings, forms, and field information in one place.
5 min readQR Code Workflows
Create Equipment Codes for Repeatable Asset Tagging
Generate equipment labels with prefixes, CSV imports, or manual lists so physical assets stay tied to reliable information.
3 min readQR Code Workflows
Add a QR Code to an Existing Arrangement
Expand a live group without rebuilding it so new equipment, rooms, or assets can slot into the same structure.
3 min readQR Code Workflows
Delete QR Codes Safely
Remove single codes or groups with a clear understanding of what is deleted in Taliho and what stays in connected services.
5 min readQR Code Workflows
Download and Print QR Codes for Real Jobsite Use
Choose PDF or label output, organize headers and branding, and print QR codes that are easy to post and scan.
4 min readQR Code Workflows
Create Drawing Codes from Procore
Generate drawing-specific QR codes so field teams can open the latest sheet directly instead of sorting through full sets.
Integrations & Sharing
Use Procore, custom links, and protected access to share live project information with confidence.
First weekIntegrations & Sharing
Share Live Project Information with Taliho
Use Procore sync, custom links, password protection, and print layouts to keep field information current and easy to trust.
5 min readIntegrations & Sharing
Configure the Taliho Procore Marketplace Installation
Learn the high-level Procore admin steps needed to install Taliho, create App Configurations, and make the embedded app visible to the right teams.
7 min readIntegrations & Sharing
Install Taliho in Procore and Open It in the Embedded App
Follow the detailed Procore admin steps to install Taliho, create the App Configuration, and verify the app loads in the Procore iframe.
3 min readIntegrations & Sharing
Connect Procore to the Taliho Web App
Install Taliho from the Procore Marketplace, click Sign Up with Procore, and start using the Taliho web app with your connected Procore account.
6 min readIntegrations & Sharing
Troubleshoot Procore Integration in Taliho
Resolve the most common Procore issues in Taliho, from missing iframe launch paths to reconnect errors and unlinked projects.
4 min readIntegrations & Sharing
Share Procore Tool Data with Taliho
Link QR codes to live Procore tool data so crews always scan into the latest version of project information.
4 min readIntegrations & Sharing
Add Custom Links to a QR Code
Attach trusted web destinations to a QR code for manufacturer info, order pages, cloud folders, or external instructions.
5 min readIntegrations & Sharing
Set Password Protection for Sensitive Access
Protect QR destinations with schedules, project-wide settings, and clear expectations around who can scan what and when.
Company Settings
Keep branding, company info, and storage settings aligned before scale creates friction.
3 min readCompany Settings
Update Company Information in Taliho
Keep company details current so your branding, printed materials, and shared project information stay accurate.
4 min readCompany Settings
Upload and Adjust Your Company Logo
Add a logo that looks clean on printed QR sheets, labels, and other branded touchpoints across Taliho.
4 min readCompany Settings
Check Data Storage Before It Becomes a Problem
Monitor storage usage, understand what counts against your plan, and keep growth predictable as projects expand.
Start small, then post confidently
Get one project, one QR flow, and one print format working end to end before you scale to every trade or turnover package.
Name things for the person scanning
Use labels that make sense on a wall, on a piece of equipment, or in a handoff binder. Field clarity beats internal shorthand.
Link to the live source when possible
Point to Procore tools or trusted external files when the source changes often. Save Taliho uploads for information you need controlled locally.
Need direct help?
Pair the docs with the product
Open the web app for hands-on setup or contact the team if you need help getting a workflow field-ready.