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Add Project Level Field Data to your Proposal

Overview

Use the Field Data questions feature to capture project-specific context, such as installation notes, building access details, or site conditions.

Important: Field Data is for metadata and project information. Do not use this feature for items that are priced or required for material quantification.

Platform Availability

iOS

Android

Windows

Web / User Site

โœ… Available

โœ… Available

โœ… Available

โœ… 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.

  • 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

  1. Log into the ArcSite User Site.

  2. Navigate to Field Data management.

  3. Tap Add Data Field.

  4. Enter a Label.

  5. Select the Input Type (e.g., Text, Switch, Dropdown).

  6. Tap Save.

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