Training manual

Signing up for Fieldwire

Sign up for free on the Fieldwire website.

Once your Fieldwire account is created,
you can also download our iOS or
Android app on your mobile device.

If you're sending an invite to someone,

they will receive a link via email that will
allow them to join the project. If you are
receiving a project invite, just open the
email and click on that link in order to
join.

QUICKTIP: QUICKTIP:
We also have a Fieldwire app on the App store. We also have a Fieldwire app on Google play.
Click here to download the app for your iOS device. Download the app for your Android device.
Creating your first project

Create new projects by clicking on

the “+ New Project” button.

You can also import attributes from an

existing project into a new project by
clicking on the “Clone Existing Project”
field underneath the “Title” field when
creating a new project.
Getting started on a project
Once your project has been created, upload your
plans.
Fieldwire supports directly uploading from
Dropbox, Box, and your computer.
Next, create categories for your tasks (ex: Electrical,
Structural, Landscape, etc.).
Clicking “Add Default Categories”, will populate
your categories based on common trades in the
industry.
Invite your team to the project. If you use the free
version of Fieldwire, these users count toward your
10 user limit. If you have a premium Fieldwire
account, these users count toward your billing.
Projects on the web

Plans
Where you upload & view your plans.

Tasks
Where you can find all the tasks in your project.

Photos
Where all the photos attached on plans and included
within tasks are collected.

People
Where you can invite new users to the project,
locate users contact info, and edit users access level.

Files
Where you can find all your misc. project files.

Graphs
Shows your task metrics from the previous week.
(Only available on web).

Settings
Where you update all the main project settings.

Quicktip: Quicktip:
To quickly invite users, navigate to the “People” tab To make the process of inviting an entire team easier,
to invite new users to your project. Users invited will simply connect Gmail to your Fieldwire account and
count against your project headcount. get easy access to all your saved contacts!
Projects on mobile

iOS Android

2 3
1 Number of tasks
1
2 Project state
1
3 Settings

Disabled project
(Not syncing)

Project admin

3 Blocked project
(Not syncing)
Plan kiosk view on web

1 Add plan
1 2 3 0 4 5
2 Create a new folder

3 Actions
Edit plan names
Scan names
Import descriptions
Manage tags
6 1 Move to folder
7 Rotate plans
Export plans
9 Edit scale
45

4 Filter plans

5 Access version control

6 Select folder

7 Folder actions
8
8 Plan name & description

9 Task count

0 Recently viewed plans

QUICKTIP:
You can upload plans in several ways: Manually via
the "My Computer" option, or imported directly
from your Box or Dropbox account.
Plan kiosk view on mobile

iOS Android

3 0 4 5 3 8 4
9
9
6 1 Plan title
6
2 Plan description

3 Collapse / expand all folders

1 4 Search plans
7 7
1 5 Add plans
2 2
6 Collapse / expand folder

7 Task count

8 Switch view

9 Project navigation

5 0 Recently viewed

QUICKTIP:
It's better to upload your plans from a computer, not
a mobile device, as computers are more powerful
and take less time to finish uploading.
Plan view on web

1 Plan name

2 Plan navigation

3 Plan layers
5 4

4 Version control
3
5 Recently viewed plans

Task tool

Attachments / links

Freehand writing tool

Shape tools
(Includes cloud tool.)

Text tool

Measurements tool

Markup color
2 1

Move tool

Delete markups tool

Plan view on mobile

iOS Android

1 Plan title / version control

1 2 Plan layers
1 2 2

Task tool

Attachments / links

Freehand writing tool

Shape tools
(Includes cloud tool.)

Text tool

Measurements tool

Markup color

Move tool

Delete markups tool

QUICKTIP: QUICKTIP:
If you make any markups while offline or in the field, You can swipe up when a plan is completely zoomed
those markups will sync to other devices once you out to view outdated versions of the same plan.
reconnect to the internet.
Kanban task list on web

1 2 3 4 5

1 Create new task

2 Import tasks

3 Create reports

4 Filter tasks
By category
By assignee
By time
By status
By hashtag
By plan
Show archived

5 Kanban view

6 Calendar view

QUICKTIP:
You can filter for specific tasks by selecting a
category from the main navigation column, or by
clicking on the "Filter Tasks" button in the top right
corner of the web page.
Task view on web

2
1 Task title
8 3
4 2 Priority

3 Category
9 7
4 Assignee

5 Start / End Date

6 Manpower / Cost

7 Plan mini-map
5
8 Related tasks
6
9 Checklists

10 Add attachment

11 Email task

10 11

QUICKTIP:
Checklists can be included in tasks, whether as
individual checkboxes or as imported/saved checklist
templates. Every full checklist template you create is
Kanban task list on mobile

iOS Android
1 Task display order
Priority
Start / end date
Last modified
1 2 1 2
Completion date
Verification date

2 Search

High priority

Medium priority

Low priority

Completed

Verified

Pinned tasks
Connected to a specific location within a specific plan.

Plan-connected tasks
Connected to a plan without a specific location.

Plan independent tasks

Not connected to a plan.
Task view on mobile

iOS Android

3 1 3 1 Task title

2 Plan mini-map
1
3 Task settings
2 Priority
2 Category
Assignee
Start date / end date
Hours / cost

9 4 Add comment / add checklist (iOS only)

5 Add photo

6 Add attachment

7 Email task

8 Delete task

9 Related tasks

0 Add checklist (Android only)

4 5 6 7 8
4 0 5 6 7 8

QUICKTIP:
If you make any changes to a task while offline or in
the field, those changes will sync to other devices
once you reconnect to the internet.
QUICKTIP:
Related tasks tie tasks together and let their
respective owners know that their work is
dependent on that of another. This helps keep the
whole team on the same page!
Project reports

You can create PDF or spreadsheet reports for

all of your task data, just select which filters
you want on the report template and email the
report to anyone you like! Reports can be sent
out on the fly, or on a regular, autpmatic
schedule.

Every report template gets saved, so you can

QUICKTIP:
There are 3 types of reports: PDF Summary (a bullet
point list of your tasks), PDF Detailed (includes all
task content, such as notes, photos, checklists,

Excel-like export of your project data).

 Welcome to Fieldwire!

You are now part of a community of over 50,000 projects worldwide

using Fieldwire everyday to run their field operations.

Check out our Help Center and feel free to contact us if you have any questions and
feedback by writing to support@fieldwire.com.

"We all got into construction because we like to build. Our goal is to provide
you with the best digital tools so that you can focus more on your craft and
less on paperwork. Let’s continue building the future of construction together."

-Yves Frinault
Founder & CEO