Use the admin dashboard to prepare your Continuum of Care’s surveys, invite the count team, organize fieldwork, and review results. This guide is for CoC administrators. Sign in at admin.quickpit.app with the account approved for your organization.

Updated October 4, 2026. Screenshot examples use fictional training data. Light and dark appearances have the same controls.

Screenshots follow your light or dark mode appearance. Use the switch below to change it. Select an image to enlarge it.

To change the admin dashboard itself, open Settings → Personal → Appearance and choose Light, Dark, or System. System follows your device. The guide and dashboard keep separate appearance preferences.

Use Continue with Google, Continue with Microsoft, Continue with Apple, or your email and password. Choose the method associated with your account. Forgot password? sends a reset link for an email/password account.

Your organization must also give you CoC Admin access to use its dashboard.

If you belong to several organizations, check the CoC selector in the menu before making changes. The sidebar groups pages by task:

Menu	Pages
Overview	Count activity, maps, and Getting started
Build	Surveys, Survey Types, Question Bank, Waiver Templates, Resources
Operations	Counts, Locations, Sheltered, Reports, Submissions, Volunteers, Signed Waivers
People	Users, Teams, Alerts
Settings	Personal preferences and CoC configuration

Select a group name to expand or collapse it. On smaller screens, open the menu with the menu button. Wide tables scroll within their cards.

Open Overview and select Getting started. A new CoC without a count sees this checklist immediately.

The checklist follows your setup. It includes surveys, invitations, a published count, and location assignments. Translation and sheltered-program steps appear when those features apply. Use Open or Review beside a step to visit its page.

Complete a practice run in the field app before your real count. Check the survey language, question order, conditional questions, waiver requirements, and assignments using an ordinary volunteer account.

1. Open Build → Surveys.
2. Choose Create from a template, select a survey type, and give the survey a useful name. Interview-style templates use questions from the Question Bank. Observation and volunteer templates can be created without first filling the bank.
3. Open the survey to edit its name, type, pages, and questions. Use Add Question to select a bank question or create a new one. A question created here is added to both the bank and this survey.
4. Review required answers, answer choices, and any conditions controlling when a page or question appears. Add text blocks for instructions that should be shown or read aloud.
5. Keep the survey Active when it should be available for count or program setup, then select Save Survey.

A bank question is copied into the survey when you add it. This means that modifying a question in the question bank will not modify existing survey questions. Review and update the affected surveys separately if needed.

The survey list shows active and archived surveys and their language status. Use Show archived when you need to find a retired template.

Use a practice count to test the survey in the field app. The builder is an editing tool, not an interactive preview of the complete volunteer workflow.

1. Open Settings → CoC → Survey Languages and enable the languages your team needs. English is the source language. Spanish translations are available for the default question bank; additional languages can be enabled from this section as well.  The Spanish translations have been reviewed and refined by a professional translation service and a second review from a native Spanish speaker who works in homeless response.
2. Open a survey and select its language tab. Translate the survey title, page titles, question prompts, guidance, and answer choices.
3. If you use AI translate or AI retranslate survey, treat the result as a draft. Have someone familiar with the language and your community review the wording. Preserve any placeholders shown in the source text.
4. Select Mark as reviewed when the translation is complete. The status changes to Ready to publish on save.
5. Select Save Survey. Only after saving is that reviewed translation published for use.
6. Test the saved survey in the field app in that language.

Completion percentages check whether required text is present. They do not assess whether a translation is accurate or natural. Built-in templates can include a Spanish draft that still needs review and publication.

After changing English content, review the affected translations again. Saving can remove incomplete or outdated translations from availability until you review and publish them. English remains the fallback.

Enabling a survey language does not translate every app control, training resource, or waiver. CoC administrators are responsible for their organization’s content and language versions. Disabling a language preserves its saved translations.

Open Build → Question Bank to create and maintain reusable questions. Use New Question to set the name, question type, prompt, guidance, required status, and answer choices. Add translations where needed and choose Save Question.

Use Seed Default Questions to review available HUD question defaults. The review shows new questions and changed fields. Review each proposed change before Apply Changes: proposed default values are initially selected, so change those selections when you want to keep your organization’s existing wording or options.

Recheck surveys that use a changed question. Bank changes do not automatically refresh copies already placed in surveys.

Build → Survey Types lists built-in and custom types. Most organizations can start with the built-in choices.

For a custom type, choose its label, icon, and behavior before creating it. Interview and observation types support field collection at locations. Sheltered types attach to programs and use the program’s shelter classification. The behavior determines where the survey appears and how its responses are treated, and cannot be changed after creation.

Archive a custom type when you want to stop offering it for new setup. The built-in Volunteer Survey is separate from client surveys: its responses never increase PIT people or household totals. Volunteer surveys cannot contain Social Security Number questions.

1. Open Build → Waiver Templates and create a template.
2. Enter the heading, waiver text, and consent statement. Use the provided `{NAME}` placeholder when the statement should include the signer’s name.
3. Preview the result and review it through your organization’s waiver approval process.
4. Set its active status and choose Publish Version. When replacing an active template, decide whether to deactivate previous active waivers.

Creating a new active template asks users to sign that new template. Editing an existing template does not require people who already signed it to sign again. To request a fresh signature, create a new template. Previously signed records keep the content accepted at the time of signing.

A count can use an in-app waiver or an external waiver process. Selecting the external process for a count does not switch off active organization-wide waiver requirements in the field app. Review both the count setting and active templates when planning an external process.

Sample text and electronic records do not establish whether a waiver meets your organization’s legal requirements.

Open Build → Resources to add guidance your team can reach from the field app.

Type	Use it for
Content	Instructions and reference material designed for reading in the app
External Link	A page on another website
YouTube Video	A training video hosted on YouTube
File	An uploaded document available through a protected download

Give each resource a clear title and summary. For a Content resource, use the editor to insert images and provide useful alternative text. A separate thumbnail helps members recognize the resource. Add its content, link, or file; enable Featured when it should appear before other resources. Use Draft while preparing it, Published when ready for members, and Archived when it should no longer be offered. Preview it before publishing.

Protected files require member access. External websites and videos follow their own availability and access rules. Choose Spanish translation at the top of the editor instead of creating a second resource. Use the language buttons in Preview to review either version. The list shows whether Spanish has been reviewed; the resource still needs to be Published to appear in the app. Enter the translated title, summary, and body, preview it, then check Reviewed and ready to show in the app and save. The current web app selects reviewed content using the reader’s app language and falls back to the original when a translation is missing, unfinished, or not reviewed. Changing the original content turns translation readiness off: save the original first, then review the translation again. The cover image is shared. For links, videos, and files, only the title and summary are translated here; the linked content or attachment stays the same. Installed mobile versions need an app update to use resource translations.

Drag a resource’s handle on the left to change its position, or use the up/down buttons in Actions. You can also focus the handle and press the up/down arrow keys. Changes save automatically. Featured resources appear first in the app; reorder within each group. New resources are added at the end of their group.

1. Open Operations → Counts and choose New Count.
2. Enter the count name, PIT Night, and collection start and end windows. Check the CoC timezone shown above the form.
3. Select the active interview survey and any other count surveys you intend to use.
4. Enable observations when needed and select their survey. Separate observation times are optional; when left blank, observations follow the main count window.
5. If using a Volunteer Survey, select it and choose Encouraged or Required. Encouraged surveys can be declined; required surveys must be completed before conducting client surveys.
6. Choose the Waiver Profile or the external waiver process. Review the organization-wide waiver requirement described above.
7. Decide whether end users may review synced submissions and set the Review Window (days) if enabled.
8. Leave Published unchecked to save a draft. Check it when the count is ready for the field app, then choose Save Count or Save Count Changes.

A published count appears in the app, but collection still depends on its date window. Set as Default Count does not override publication or dates. Main and observation windows cannot overlap another published count.

Use Practice / Training count for rehearsals and record fictional people only. The field app displays a practice warning. Practice counts still take part in the publication overlap checks, so schedule them outside real collection windows.

The review window starts when the server first records a submission. Editing a response does not restart that period.

Open People → Users and choose Invite Members. Add individual email addresses and choose Member or CoC Admin access. You can also import a .csv, .xls, or .xlsx file; imported addresses receive Member access. Invite additional CoC Admins individually.

Review the staged list before sending. Invites apply when people sign in with the invited email address. If part of a send fails, review the displayed results and retry the failed entries. Pending Invites provides Resend and Revoke actions.

For existing members, use Promote, Demote, or Revoke and review the confirmation. Revoking organization access differs from revoking an unused invitation. Neither deletes the person’s login account. Changes to access may require the user’s session to refresh.

Open People → Teams, choose New Team, name the crew, and select its members. Save the team, then assign it to locations under Operations → Locations.

Teams help you reuse the same group across field locations. Edit team membership as assignments change. A member can also have access through a direct location assignment or another team, so removing one team membership does not necessarily remove all location access.

Open Operations → Locations and choose New Location. Enter a useful name or address and the city and ZIP when available. The dashboard attempts to locate the address when you save. If a pin cannot be found, you may save without one.

Use Assign to share a location with individual members or teams. Locations created in the field are initially private to their creator. Once an administrator assigns a field-created location, the administrator manages its sharing.

Check both the assignment list and Overview’s map before fieldwork. A saved ZIP can support an approximate map position even when there is no GPS pin. It does not establish the exact encounter location. The current Locations page provides creation and assignment controls, so do not assume Assign also edits an address.

Use Operations → Sheltered for HMIS non-participating programs in these categories:

• Emergency Shelter (ES)
• Transitional Housing (TH)
• Safe Haven (SH)

Victim Service Providers (VSPs) should not use the Quick PIT app at this time.

Create an active sheltered survey under Build → Surveys first. Then choose New Program, enter the program name, type, and location, select its survey, and assign the staff who will collect its data. Choose Create Program or Save Program.

Program assignments determine which members see that program in the field app. Sheltered surveys attach to the program, while responses are associated with the active count. Confirm the count is published and its collection window is open. The program type determines whether its responses appear under ES, TH, or SH in reporting.

Use Archive when a program should no longer be offered for new work. Check survey and staff assignments for every active program before collection begins.

Open Overview to follow collection in Live View. Incoming client responses update its counters, map data, demographics, and recent activity. These are operational views of recorded responses; use Reports for population tables and duplicate review.

Choose the count and narrow the view

1. Select the Count you want to monitor.
2. Under Survey, choose All, Interviews, Observations, or Sheltered. Custom survey types follow their interview, observation, or sheltered behavior.
3. Under Period, choose Entire count, Last 24h, or Last hour.

These filters apply to the live summaries and activity panels. Time-based views use response update times, so editing a response can move it into recent activity. Entire count includes the count’s recorded responses without an additional rolling-time filter.

Read the counters

Counter	Meaning within the selected view
Persons	Recorded client responses, including interview, observation, and sheltered records
Households	Recorded household heads, plus one household for each observation response
Interviews	Interview-style responses
Observations	Observation-style responses
Sheltered	Sheltered-style responses
Volunteers	Different user accounts that recorded client responses, not everyone on the roster or everyone who answered a Volunteer Survey
Locations	Different field locations represented in responses; sheltered programs are listed separately
Past hour	Responses in the selected view updated within the last hour

Explore the activity map

Choose a map mode:

• Heatmap shows concentrations of activity. Opacity changes color strength. A lower Level makes busy areas reach red sooner. Reset restores the default appearance. These controls change your view, not the records or totals.
• Locations shows count-sized markers for field locations and teal markers for included sheltered programs.
• ZIP groups activity by ZIP and shades available Census ZIP areas.
• County groups activity within available county boundaries and shows People by county, including Approx. from ZIP, sheltered totals, sites, and share.

Use the Unsheltered and Sheltered buttons to include either or both populations on the map and its geographic table. These buttons do not change the top counters, demographics, recent activity, or saved custom charts. Hover over markers or shaded areas for details.

Recorded coordinates give a more specific position. Without them, the map may use an approximate ZIP reference point. A ZIP can cross county lines, so county assignment from that point is approximate too. Census ZIP areas approximate postal delivery areas. Read the map’s notices when boundaries are unavailable or records cannot be placed.

The table below the map provides exact totals for the included records. It shows People by zip code except in County mode. Records without a usable position can remain in tables even when no marker appears; map color is not a substitute for those totals.

Geography is shared within your CoC and reused: successful lookups are saved for 90 days, and confirmed no-matches for 7 days. After service failures, new lookups pause for 1 minute, then 5 minutes, 15 minutes, and up to 1 hour after repeated failures. A successful lookup resets that sequence. Reloading does not necessarily trigger a fresh lookup during these periods.

Check activity and demographics

Submissions · last 24 hours shows hourly activity within your chosen filters. Demographics lets you switch among Age, Gender, Race, and Veteran status. Multiple-choice answers can contribute to more than one category.

The Sheltered programs table shows recorded people and households by program. Recent activity shows the latest eight matching records with survey type, place, and relative time, without client names.

The Charts section appears on Overview, Reports, and Volunteers. Each page keeps a separate chart set for each count. Overview and Reports use client responses; Volunteers uses volunteer responses.

Saved charts use the selected count and their own settings. They do not inherit Live View’s Survey, Period, or map inclusion controls, or Reports’ Raw/Extrapolated selection.

Add a chart

1. Select Add chart and enter a descriptive Title.
2. For client charts, choose Population: All responses, Unsheltered (interview + observation), or Sheltered programs.
3. Choose Chart type and configure it:

Chart type	Use and controls
Bar chart	Compare categories from a selected Field
Pie / donut	Show a field’s category distribution as a donut
Line (over time)	Show response counts By day or By hour, using response update times and the CoC timezone
Stat tile (single number)	Show the number of matching response records
Table	Read category counts or percentages, or compare two fields

4. Choose a Field when offered. Client fields include Merged concepts, such as Age group and Gender, which combine equivalent answers across survey types, and Specific questions from the count’s attached client surveys. Volunteer fields come from the attached Volunteer Survey.
5. For a bar chart or table, optionally enable Group by a second field (cross-tab). Choose Group by (rows) and Then by (columns). For example, compare Age group by Gender.
6. Optionally enable Only include responses matching a filter, then choose its Field, Condition (is, is not, or contains), and Value.
7. Select Add widget to save.

Use Table with Show as → Percentages when you need displayed percentages. Multi-select breakdowns count answer selections, so their totals and percentages need not describe unique people. Blank answers appear as (No answer); charts with many categories may group smaller categories as Other.

Maintain and refresh charts

Use Edit and Save changes to adjust a chart. The up/down arrows change its order. Delete removes the chart after confirmation, without deleting its underlying responses.

Copy from… copies this page’s chart set from another count in the same CoC. Choose Source count, then Copy charts. Existing charts remain. Review copied fields and filters against the new count’s surveys.

Live View counters stream updates, while its custom charts check approximately every 30 seconds when the browser tab is visible. Chart results can be cached. Use the Charts section’s Refresh after correcting answers or whenever you need current chart results; Reports’ Recompute is a separate action. Reports and Volunteers charts do not continuously poll.

Volunteer chart totals currently include all volunteer response records associated with the count, including declines and older survey versions. The volunteer list only shows the currently attached survey, so its row count may differ from a chart total.

Open Operations → Reports and select the count. Review the generated time and any missing-question warnings before using the totals.

• Raw (show unknowns) keeps unknown answers visible.
• Extrapolated (HDX-ready) proportionally distributes unknown age and race values among known categories. If no known answers exist in a category, the application cannot derive a distribution. Review the result against your reporting process.
• Recompute generates a fresh report after corrections. Reports can reuse saved results when the underlying responses and program information have not changed. The page already open in your browser is not a continuously updating live report.
• Export Excel downloads the report tables. Print opens the browser’s print flow. Export raw CSV exports individual response data for the selected count.

Raw exports offer a separate, unchecked option to include full Social Security Numbers where those were collected. Enabling it displays an additional warning. Use it only for an authorized need and handle the resulting file according to your organization’s data practices.

The Survey languages table includes enabled languages even when there are no responses, previously recorded languages that have since been disabled, and unknown or older records without language information.

Review possible duplicates

Select Check for duplicates and compare the suggested matches. A match is a reason to review records, not proof that they describe the same person. In the comparison, choose Keep for the record to retain. Choose the values to keep where fields differ, then use Merge & remove others. Use Remove others (no merge) when you want to retain the chosen record without copying values from the others.

Removal can be reversed from Submissions while the record remains stored. Purge removed duplicates permanently deletes records marked as removed duplicates in the selected count. Review carefully before confirming a purge, then recompute your report.

See Custom charts for chart types, grouping, filters, and refresh instructions.

Open Operations → Submissions, select the count, and search for the response. Choose Edit to correct it or Remove to exclude it. Turn on Show removed to find removed records and use Restore when appropriate.

Use Refresh to reload the list after changes elsewhere. Recompute the report after completing corrections. This page is for client responses; use Volunteers to read volunteer intake answers.

Open Operations → Volunteers and select a count that has a Volunteer Survey attached. The summary lists the volunteer, organization where available, Submitted or Declined status, recorded date, and waiver information.

Choose View response to read the complete answers in a separate dialog. A declined response explains that the volunteer chose not to complete the survey. Export CSV includes the full answers, even though the summary list keeps them out of individual table columns.

Waiver information shows the latest signed record found for the displayed volunteer and offers a PDF when available. It is not a separate certification that every count-specific waiver requirement is satisfied. Volunteer charts appear below the list.

This page shows responses for the Volunteer Survey currently attached to the count. Editing that same survey does not prompt people who already submitted or declined to answer again. To request a new response from everyone, create a new Volunteer Survey and attach it to the count.

Open Operations → Signed Waivers to view completed records and download individual PDFs. These records preserve the text and consent accepted when signed. Use Build → Waiver Templates to prepare future agreements; editing a template does not rewrite a completed record.

Open People → Alerts to compose a notification.

1. Enter a clear title and message.
2. Add Additional languages where needed. Review any AI-generated wording. Recipients receive an available selected translation based on their app language; other recipients receive the base message.
3. Choose Push & in-app inbox, Email, or both. Email goes only to members who opted in. An email-only notification does not create an in-app inbox entry.
4. Select All active members or Selected members and review the audience.
5. Choose the notification type and Send now or Schedule for. Scheduled times use the CoC timezone in quarter-hour steps: :00, :15, :30, or :45.
6. Choose Send Notification or Schedule Notification.

Review Notification History for status and separate push and email results. Delivery results are not read receipts. Cancel a scheduled notification if it should no longer be sent.

Settings → Personal controls your dashboard appearance and account sign-in methods. Choose Light, Dark, or System. The sign-in section lets you manage linked providers and request a password setup or reset link.

Settings → CoC controls the selected organization’s setup:

• Membership & Join Policy: use Invite only for invitation-based enrollment or Auth code for a shared joining code. Open enrollment is restricted to supported demonstration organizations. Changing a joining code does not revoke existing memberships; manage those on Users.
• Survey Languages: enable the languages to prepare and publish in your surveys.
• CoC Timezone: review this before setting count windows and scheduling notifications.
• App Lock: require an unlock when members reopen the field app and choose the background timeout. Supported mobile devices use device authentication; web users set an app PIN. A full relaunch requires unlocking when this policy is enabled.

Use the save control in the section you changed. Personal theme settings do not change the field app’s survey language or another administrator’s preferences.

Why can I sign in but not administer my CoC?

Confirm that you used the invited account and have CoC Admin access. A normal member can use assigned field-app functions without receiving dashboard administration rights. Ask an existing CoC administrator to review your access on Users.

Why is the survey still in English?

Check that the language is enabled, its translation is complete, and you selected both Mark as reviewed and Save Survey. Verify that the count or program uses the survey you translated. Changes to English may require another translation review.

Why is a count missing from the field app?

Check its Published status, collection dates, and timezone. Drafts stay hidden. Collection must be within the relevant main or observation window. For sheltered work, also check program assignment and its survey.

Why does the checklist say setup is complete when we still need testing?

The checklist checks basic configuration. It cannot confirm that a survey reads well, translations are accurate, or each member’s assignment suits the field plan. Test these in a practice run.

Why are map totals different from visible pins?

Some responses lack usable geography, several responses may share one location, and ZIP or county positions can be approximate. Review map filters and use the tables for exact totals. A mapping-service failure does not by itself mean a response was lost.

Why did report numbers not change after I corrected a response?

Select the correct count and choose Recompute. Use chart Refresh separately for custom charts and Refresh on Submissions for its list.

Why does the app still ask for a waiver when the count uses an external process?

The field app also checks active organization-wide waiver templates. Review those templates as well as the count’s Waiver Profile setting.

Why did editing a volunteer survey not ask everyone to respond again?

Existing submitted or declined responses remain associated with that survey. Create and attach a new Volunteer Survey when you need a fresh response from everyone.