Overview
Use Field Data to capture general project details, such as installation notes, building access, or site conditions.
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Note: For anything that needs to be priced or tracked as a material, use Products instead.
Platform Availability
iOS | Android | Windows | Web / User Site |
โ Available | โ Available | โ Available | โ Management Only |
How It Works
Field Data allows you to customize the information you collect during a job. You create and manage these fields on the Field Data tab on the ArcSite User Site (Web), and they sync to your mobile devices for use during your workflow.
API Integration: Field Data is accessible via the open API, allowing you to push collected data into external tools for reporting or automated workflows.
Consistency: Fields are managed centrally, ensuring your entire team collects the same information.
Common Scenarios
Internal Notes: Add a "Production Team Notes" field to keep internal records separate from client-facing info.
Client Facing Details: Provide details that you would include in your proposal for your client
Site Assessment: Add a "Building Access Issues" dropdown for your sales team to fill out on-site.
Checklists: Use a Section field to create an "Installation Checklist" for your crew.
How to Create Field Data
Log into the ArcSite User Site.
Navigate to Field Data management.
Tap Add Data Field.
Enter a Label.
Select the Input Type (e.g., Text, Switch, Dropdown).
Tap Save.
How to Use Field Data
Open the Reports Menu: In the top menu bar of your ArcSite drawing, click on the Reports button.
Select Report Inputs: From the dropdown menu that appears, click on Report Inputs.
Navigate to Field Data: In the "Report Setup" window that opens, select the Field Data tab on the left-hand side.
View and Edit Inputs: You can now view and edit the various field data inputs for your job.