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FIELD QuickStart

Your company Admin will need to set up some information at the company level before the PM & Field can begin using the Field application. Here are some links to guide you through the process.


First you may want to review some general information


A field doc will always be associated with a project, and you must have the customer and users in place before setting up a project.  The Admin will need to make sure the following is set up prior to using eForms:


If the field will be using forms related to materials (such as a theft/damage report) or employees (such as a sign-in sheet), you will want to review the following:

You are ready to move on to creating forms for the field to use!