Getting Started

Getting Started

Understanding the features of Site Shepherd to manage your site selection project is a journey in data organization.  Get started quickly with the most basic features and then gradually explore all the features to customize your Site Shepherd experience.

Here are the 2 basic steps that will help you in setting up and getting started:

• Creating a Project 
• Adding Read-Only Users (hyperlink this to the article)

Exploring further

Once you are set up, you can manage your project by designing a data request, also known as a Request for Information or an RFI.  (Link to a sample data request)

Customizing with Integrations

Site Shepherd integrates with the third-party apps of Lasso and JobsEQ to help you have a seamless site selection process across software tools. If you do not find the app that is required for your workflow, you are welcome to explore the Site Selection Tech website.  We also accept your integration recommendations here.

Have questions? We are here to help!

If you have any questions about how a feature works or how to best use Site Shepherd for your specific needs, please feel free to get in touch with us. Our customer support is here to help. We can be contacted at [email protected].