iOS Release 3.4.5

iOS Release 3.4.5 We are introducing a number of new features and enhancements in the iOS 3.4.5 Release. These include the following features: New calendar view for iPhone – See all your scheduled tasks in a monthly calendar view on your mobile device. Service addresses on Contacts – Connect multiple […]

Web App Release 5.4.0

Web App 5.4.0 We are introducing a number of new features and enhancements in the Web App 5.4.0 Release. These include the following features: Contact coloring – Using a handy drop down in the map legend, contacts can now be colored coded based on custom field values.   Quick find and […]

Web App Release 5.3.0

Web App 5.3.0 We are introducing a number of new features and enhancements in the Web App 5.3.0 Release. These include the following features: Single user and asset view in the scheduler- Upon clicking the calendar next to a user or asset, the view will change to a calendar for […]

Creating a Chart for a Document Grid

Using a document grid, there are two different ways to create a coordinating chart: the document grid itself or via a chart custom field. Choosing which data to plot Both methods of charting require configuration from Document Grid Properties popup Select the data to be plotted by selecting the box […]

Time Series Documents

A time series document has the same properties as a standard document, but with an additional date property. This allows for sorting, filtering, and especially for use in document grids. Create: To create a time series document, select Create Time Series Document from list that appears upon clicking the Create Template […]

Document Grids

Document grids are a powerful custom field that allow a user to have access to related documents of a task, asset, user or team. Document grids give users an at-a-glance view of document data, without having to open multiple documents. Configuring a Document Grid The first step is to add […]

Range and Value Validation

There are two different types of validation available in Field Squared document controls- range and value validation. Range validation is about numbers, while value validation is about set values. Range Validation Range validation is available on those document controls that have number values Smart Text/Flow Text Math/Flow Math Slider To […]

Report Builder Basics

Creating a Report There are three types of reports that can be created from the Report Builder – Standard, Custom Field, and Integration API reports. The type of report is selected upon creation, or can be adjusted within the report itself. Standard: Reports that can be run from the Reports […]

Task Scheduler

Scheduler The Schedule tab provides a timeline view of scheduled tasks, grouped by either assigned users or parent assets. This tab also provides a map as well as a grid of tasks, giving you all the tools necessary for scheduling and organizing tasks in one place. The scheduler can be […]


The Dashboard provides an at-a-glance view of charted reports within the workspace in the form of widgets. Each user can customize their own dashboard to see the data that is the most beneficial to them. Once configured, a dashboard is saved, making the most important data available in just one […]