Overview
Admins create and manage Field Data fields on the ArcSite User Site. Fields sync automatically to your team's devices — no action required on their end. This article covers creating fields, organizing them into groups, and bulk deleting when you need to clean up.
Before you start
You'll need admin access to the ArcSite User Site. If you don't see the Field Data tab, contact your account administrator.
How to create a Field Data field
Log into the ArcSite User Site.
Navigate to Field Data management area.
Click Add Data Field.
Enter a Label — this is what your field team will see on their device.
Select an Input Type from the options below.
Click Save.
Input types
Type | Best used for |
Text (Single Line) | Short free-text answers (e.g., inspector name, access code) |
Paragraph | Longer notes or descriptions |
Dropdown | Predefined choices (e.g., floor type, access level) |
Switch | Yes/No or On/Off toggles (e.g., "Homeowner present?") |
Date | Date entry (e.g., scheduled install date) |
Section | A header label — use to group related fields visually into a checklist |
Organizing fields with groups
You can organize your Field Data fields into named groups so they display in a logical order for your field team. For example, a pest control company might have groups for "Site Assessment," "Regulatory Information," and "Production Notes."
To create a group, use the Group management option within Field Data settings on the User Site, then assign fields to the appropriate group.
Connect Field Data to Proposal Checkboxes
Connect field data from your drawings directly to proposal checkboxes to automatically populate line items. This eliminates manual data entry and ensures your proposals reflect what you measured and documented in the field.
How to Connect a Field
Open your drawing and tap the object or measurement you want to connect to a proposal item.
Select Link to Proposal from the options menu.
Choose the proposal checkbox or line item you want to connect the data to.
Tap Save to confirm the connection.
The checkbox will now automatically update based on your field data.
Tips for Proposal Connections
Connect multiple measurements to the same proposal item to calculate total quantities automatically.
This feature works well for repetitive items like outlets, fixtures, or square footage calculations.
Review connected items before sending proposals to ensure accuracy.
Troubleshooting Proposal Connections
If your field data isn't appearing in the proposal, check that both the drawing and proposal are in the same project. Disconnect and reconnect the link if the data still doesn't sync. Contact support if the connection fails repeatedly.
How to bulk delete Field Data fields
Use this when reorganizing or removing outdated fields from your setup.
⚠️ Deleted Field Data fields cannot be recovered. Double-check your selection before confirming.
Log into the ArcSite User Site and navigate to Field Data management.
Click the Select button in the top right corner of the list.
Check the box next to each field you want to delete. Use Select All to choose everything, then uncheck the ones you want to keep.
Click Delete.
Confirm when prompted.
Tips
Field names sync to devices automatically so any additions or changes take effect immediately on your team's next sync.
Use the Section input type to create visual dividers that act as checklist headers in the app.
If a field is connected to a Conditional Text rule in a Proposal Template, deleting it will break that rule. Review your templates before deleting fields.