Documents The Documents section of the app builder is where the magic happens. Here you digitize any and all paper forms you may have. Controls In the left pane of this page is a draggable list of controls which represent the various functions you'd normally find in a paper document. […]
Assets
Asset Assets are items which are in your inventory. In Field Squared you have two choices when it comes to adding assets. You can add items in manually or you can import your assets from your existing servers. We suggest importing your existing database as it will be much, much […]
Creating Tasks in the Field Squared App
Tasks Tasks is where you make and configure all of your jobs and job types. There is an order to follow to ensure you get the best results from your time and effort here. We recommend starting off with nothing enabled, this way you get to control everything about your […]
Workspace Overview
Workspace Editor The workspace editor is where you build your FIeld Square app. Workspace General Settings is where you can edit general information such as your company name, email, admin email, and more including sales tax rate. In this section you can also add or remove user skills which are […]
Field Squared Release 2.6 for Web Browsers
Tonight the Field Squared team pushed a new version 2.6 of our Web App to production! Here's all the new stuff you get this week: Supervisor user types can now manage new or existing user accounts in App Builder which means you don't need to make people Subscription Admins in order […]
Grouping Forms
Grouping Forms Grouping Forms is a great way of limiting access to forms and documents to certain tasks. This is valuable for companies that have an extensive amount of forms with only a few that are relevant to certain tasks or assets. Start in the app builder and click on the […]
Team Tagging
Team Tagging is how Field Squared helps you control and monitor who can access your firm's information. If you want to control security and visibility settings, making team tagging an essential part of your normal workflow is the best way to go. With team tagging enabled, you’ll be able to eliminate […]
Creating Tasks and Task Templates
Creating Tasks & Task Templates TASK TYPES Create tasks and task templates to fit the needs of your company. This customization can be found under Tasks in the App Builder. Under the Task Types tab you will see 2 default columns, select Task Types and Task Type Details. Start […]
Creating Teams
CREATING TEAMS While the process for creating Teams with Field Squared is rather simple, the utility of Teams is very powerful and can be used in impressive ways.<link> To get started with creating a Team, you must first create your Team members. To learn more check out Adding New Users […]
Math Expressions
Math Expressions Field Squared lets you perform basic math functions within document controls and custom fields. Field Squared also supports dynamically updating custom field values as you type with calculated values that pull in values from other controls, objects or custom fields. An example math expression would be: {document.SLIDER1} This […]