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Understanding Field Data

Field Data is ArcSite's system for capturing project-level information that isn't tied to a specific drawn object.

Platform availability

Platform

Availability

iOS

✅ Available

Android

✅ Available

Windows

✅ Available

Web / User Site

✅ Admin management only

Overview

Think of iField Data as the structured questions your team answers about a job, things like site conditions, building access notes, inspection findings, or client-specific details that need to travel with the project and show up on your proposal.

How Field Data fits into ArcSite

ArcSite has three ways to collect information during a job. Understanding the difference prevents mis-setup:

Tool

What it captures

Where it lives

Field Data

Project-wide information (applies to the whole job)

Reports menu → Report Inputs → Field Data tab

Product Attributes

Object-specific information (tied to a single drawn item)

Tapped directly on a placed product on the canvas

Forms

Structured checklists and inspection documents

Reports menu → Forms

Use Field Data when the information applies to the project as a whole, not to a specific measurement or product. Examples: "Was the homeowner present?", "What floor type was observed?", "Installation crew notes."

Use Product Attributes when the information is specific to one drawn object, for example, the color or model of a specific unit placed on the canvas.

How Field Data works

Field Data fields are created and managed centrally by an admin on the ArcSite User Site. Once created, they sync automatically to every team member's mobile device and appear in the Reports menu during any active drawing. This ensures your whole team collects the same information, consistently, on every job.

Collected Field Data can be:

  • Displayed in your proposal output using the Additional Information block in the Proposal Template

  • Used to show or hide content in proposals dynamically via Conditional Texts

  • Accessed via the ArcSite open API to push into external CRMs or automated workflows

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