Welcome to StringBean
New here? Start with an overview of how Stringbean works, who itβs for, and how to navigate the platform effectively.
This help center explains how to use StringBean and how to troubleshoot common problems. You'll find step by step instructions, feature overviews, and explainers for important concepts.
If you're new to StringBean, it's a useful learning resource. If you already use StringBean, it's a great reference.
About StringBean
StringBean is a cloud-based workflow inspection and service management platform for web (desktop) and mobile. It helps organizations centralize maintenance visibility, communication, and workflows.
Use it to:
- Build reusable workflows for inspections, tasks, and routine operations.
- Create, assign, and monitor Tasks (Service Requests).
- Schedule recurring workflows and auto-route incoming work with the Smart Ticketing System
- Capture structured field data with beans β photos, videos, audio, locations, QR/barcode scans, and custom questions
- Run vendor check-in and check-out workflows from mobile devices
- Generate reports in PDF, Word, Excel, CSV, and HTML formats
- Manage roles, permissions, and team libraries across your organization
- And more
Who StringBean is for
StringBean is built for teams that run structured field work across multiple locations β inspections, tasks, maintenance, vendor check-ins, and recurring operations. That typically includes property managers, facilities teams, operations leads, and the vendors and contractors they coordinate with.
Key concepts
Everything above runs on a single core idea: reusable Workflows.
A Workflow is a reusable template defining a sequence of interactive fields called beans (questions, photos, attachments, text area, etc..). Used to standardize data collection and operations. Users fill out these beans to complete a Task.
Term | Definition |
Bean | An individual element within a Workflow: text input, photo capture, location pin, attachment, decision branch, calculation, notification trigger, etc. |
Task | An assignment created from a Workflow, assigned to users or teams for completion. Previously referred to as a Service Request (SR) |
Daily Note | A record documenting an issue, safety event, or observation. Previously referred to as Incident Reports. |
Library | The catalog of available Workflows that can be issued as Tasks. |
Location | A physical site or area (region, floor, suite) where the actual assigned task is performed |
Reports | A place where completed task data is compiled into a document for visibility, analysis, and distribution |
Navigating the App
On Web
The application uses a left sidebar for primary navigation. Menu items are organized into sections:
- Overview β Dashboards and analytics
- Libraries β Workflow management
- Management β Tasks, Daily Notes, Reports
- Organization β Users / Teams, Locations (equipment), Vendors, Tenants, Calendar
On Mobile
A user dropdown menu in the bottom-left provides access to Settings, Help Center, Data Search, & Logout
The app uses a bottom navigation bar with five main tabs:
- Dashboard β View key updates and overall activity
- Tasks β Access and manage your tasks, daily notes, exceptions
- Create β Create a new task or daily note
- Scan β Scan QR codes, barcodes, or NFC tags
- Menu β Access to additional features and settings
Portals
The app supports tenant + vendor modes:
- Tenant Portal β Simplified interface for tenants/residents to submit requests for service and view calendars
- Vendor View β Interface for vendors to check-in/out
How did we do?
Feedback & Support
