Why Use
You have additional questions that you can be answered on site
You have standard documents that you want to be automatically or optionally added
This additional data will be added to the Proposal itself.
Creating Field Data information
Log in, using an Administrator account, and navigate to the Field Data screen on the ArcSite User Site
Click the Add Data Field button
Provide a label for the option that will appear in the app
Choose the type of input that will be used
Click Save
Formats
Added directly after the customer and pricing section of proposal
Section - Will display as a header-section on the Proposal. Useful if you want to group together a series of related form questions
Single line text - Will display an editable single line text entry field
Paragraph text - Will display an editable paragraph entry field
Switch (Yes/No) - Good for binary yes - no type questions
Dropdown list - Will display a set list of pre-defined answers
Date - Ability to choose a date
Added after the diagram section of proposal
File Attachment (Select in app) - Displays optional documents that user can choose to display ( added to the end of the proposal)
File Attachment - Documents add here will always be added to the end of a proposal
Using Field Data in the app
Within a drawing, tap on the first icon on the top right toolbar
Tap on Takeoff & Estimate
Tap on the Field Data tab
