Troubleshooting: Common Issues

• Inviting users with personal email addresses (Gmail, Hotmail, Yahoo, etc.)

  Overview: invite users with personal email addresses When you invite users, CxPlanner does not automatically create companies for free email domains such as Gmail or Yahoo, which is used to keep company linking and task assignment accurate. Prefer a company email when one exists. Your role must allow inviting users to the project. You can find the menu at Project - invite user. This affects company linking, task assignment to companies, and user setup. || Affected domains include @gPopular

• Fix Error 503 when logging in

  Overview: fix Error 503 on login A 503 error during login can appear when CxPlanner security filters flag the request, or when browser tools block or alter the login. Any user can hit this. It is not usually wrong credentials. Your role can be any CxPlanner user. You can find the login page at https://app.cxplanner.com. This restores login access for your user. || Any user role can encounter this error. No special role is required to resolve it. How to fix Error 503 on loginFew readers

• Fix shaking pop-up windows

  Overview: fix shaking pop-up windows Shaking or flickering pop-ups, for example during template import, are usually caused by browser zoom not set to 100%. Resetting zoom to 100% normally stops the shake. Your role can be any CxPlanner user. No special role is required. You can find zoom controls in the browser for the CxPlanner tab. This changes only how pop-ups render on your device. || All users can resolve this by adjusting their own browser settings. What causes shaking pop-Some readers

General Support/FAQ

• Use CxPlanner in Offline Mode

  Overview: offline mode Offline mode in CxPlanner lets you complete checklists, take photos, and create tasks without internet, then sync when the connection returns, which is used on mobile and tablet in mechanical rooms, basements, and remote sites. For pending uploads after reconnect, see the cloud upload help page for tasks and pictures. Your role can be any CxPlanner user. You can find the menu at project sidebar - Offline synchronization on mobile and tablet, or avatar menu -Some readers

• Embed fonts in PDF exports

  Overview: embed fonts in PDF exports Font embedding stores characters in the PDF so text stays readable and copyable in readers without OCR. You can enable it for one export, or company-wide for all PDFs. Your role can be any project role for single-export embedding. Your role must be Company Admin for company-wide embedding. You can find single-export control in the PDF export menu, and company control under Company settings - Report settings. This changes PDF file size aFew readers

• FAQ: General

  Overview: general FAQ This FAQ covers frequent general issues across projects, login, PDF exports, devices, and modules. For a dedicated 503 login guide, see Fix Error 503 when logging in. For offline work, see Use CxPlanner in Offline Mode. Your role can be any CxPlanner user. You can find answers on this page, and longer guSome readers

• Use the chat support in CxPlanner

  Overview: chat support Built-in chat support opens from the chat icon in the bottom-right corner and connects you to the CxPlanner support team while you work. Your role can be any CxPlanner user. You can find the icon in the bottom-right corner of CxPlanner. This opens an in-app conversation. Replies also go to email if you close the chat. || All users can use the chat support. How to start a support chat Click the chat icon in the bottom-right corner. Write your message.Some readers

• FAQ: Platform access, Company roles and Project roles

  Overview: platform access and roles The Users tab is where a Company Admin adds users, edits access, assigns company and project roles, resends activation emails, and manages notification preferences, which is used when onboarding people or fixing missing project access. This FAQ covers opening Users, the difference between company and project roles, limiting project visibility with user groups, and why a contractor may lack Pass, Fail, or N/A on a QA checklist. For full role maSome readers

• Enable high resolution images in exports

  Overview: high resolution images in exports The high resolution image setting in Company Profile exports reports with full-quality images by disabling automatic image compression, which is used when photo quality matters for handover or QA documentation. It requires company role Admin. Your role must be Company Admin. You can find the menu at profile icon - Company Profile - Report Settings. This changes image quality and file size for all exports across the company aFew readers

• Resend a confirmation email in CxPlanner

  Confirmation emails are sent automatically when a new user is added to CxPlanner, and can go missing due to spam filtering, an incorrect email address, or a company mail security system blocking messages from @cxplanner.com. This guide covers troubleshooting a missing confirmation email and how an admin resends one from Company Settings. || Resending a confirmation email on someone else's behalf requires the company role Admin. If a confirmation email hasn't arrived Work through theseFew readers

• Check grammar and spelling on a computer

  CxPlanner does not have a built-in grammar or spell-check feature ("grammar control") for text fields such as comment fields, task descriptions, or checklist notes. This guide covers the practical workarounds for catching typos and grammar issues while typing in CxPlanner on a laptop or desktop, using tools outside CxPlanner itself. || CxPlanner has no setting that turns grammar or spell-check on or off. Every option below runs at the browser or operating system level, not inside CxPlanner.Few readers

Troubleshooting/FAQ: Mobile devices

• Fix camera access issues on mobile and tablet

  Overview: fix camera access on mobile Camera failures in CxPlanner are usually caused by outdated software, denied browser permissions, or device security settings. This guide restores in-app photo capture for tasks and checklists. Your role can be any company role on your own device. You can find the settings on the device, browser site settings, or the CxPlanner app permissions. This restores photo capture in tasks, checklists, and reports. || All company roles can perform these chPopular

• Enable native camera on Microsoft Surface laptop/tablet

  Overview: camera button on Microsoft Surface On hybrid devices such as Microsoft Surface, CxPlanner may detect the device as a laptop and hide the native camera button. Enabling the Surface camera option in Account Settings shows the button so you can take photos in CxPlanner. Any company role User or higher can enable this on their own account. You can find the menu at profile icon - Account Settings - Show camera button on Surface devices. This changes only your personal interPopular

• Recommended devices for the use of CxPlanner

  Overview: recommended devices for CxPlanner CxPlanner runs on phones, tablets, and desktops through the browser or the Apple App Store and Google Play apps, which is used when choosing hardware for checklist work, tasks, and offline sync in the field. Any role can use CxPlanner on a supported device. You access CxPlanner through the browser or the mobile apps from the Apple App Store and Google Play Store. This does not change project data. It only affects how you access CxPlanner. || CxPlFew readers

• Create & respond to registrations using voice input (Android)

  Overview: voice input for tasks on Android On mobile devices, you can use your keyboard microphone to dictate text into the comment field of a task or punch list item, which is used when you are on site, wearing gloves, or need to reply quickly without typing. CxPlanner stores only the transcribed text, not an audio file. Any user who can comment on a task can use this. You can find the action at Task - comment field - mobile keyboard microphone. This adds a text comment on the task.Few readers

• Create & respond to registrations using voice input (Iphone)

  Overview: voice input for tasks on iPhone On mobile devices, you can use your keyboard microphone to dictate text into the comment field of a task or punch list item, which is used when you are on site and need to reply without typing. CxPlanner stores only the transcribed text, not an audio file. Desktop keyboards are not the intended path. Any user who can comment on a task can use this. You can find the action at Task - comment field - mobile keyboard microphone. This adds a text coFew readers

• Check grammar and spelling on iPhone

  CxPlanner does not have a built-in grammar or spell-check feature ("grammar control") for text fields such as comment fields, task descriptions, or checklist notes. This guide covers the practical workarounds for catching typos and grammar issues while typing in CxPlanner on iPhone, using tools outside CxPlanner itself. || CxPlanner has no setting that turns grammar or spell-check on or off. Every option below runs at the iPhone or keyboard level, not inside CxPlanner. The options work the samFew readers