FIELDFOLIO
How to document a job in three steps
Create a profile. Snap. Submit. Share.
Create your profile once
No retyping.
Tap job · snap · check
Tap trade + job. Snap photos. Check it off.
Ask while it’s fresh
Turn in your work. Ask for a review while it’s fresh.
Finish · share · download
Share, text, email, or print. Import from other devices if needed.
Send a Customer Proof Link in your customer's language, or hand open items to a helper. Your share log on this phone lists what you sent.
My jobs keeps open and completed jobs, photos and shares together. Combine two jobs and set reminders.
Job progress tracker
Tap checklists as you go. Timeline prints on the folio.
Plumbing (example):
0 of 15 done. This is an example. Checks stay on this page and on this device only.
See the sample report
Same idea for every trade.
Trades covered
30 trades. Find yours, tap, go.
Job docs
Add address, permit, PO, and notes.
Reminders
Set a due date, a time and an inspection. Get a reminder before it is due.
Assign reminders to your crew
On a Crew plan, assign a reminder to someone on your crew or send the whole crew a message. They see it in the app and can mark it done.
Plan markup
Take or upload an image. Mark it up. Send it in.
Customer language
Pick your customer's language. Reports and messages for them come out in it. You can change it on any job.
What’s in my FIELDFOLIO
- Header + trade
- Customer, job, time
- Before / after photos
- Checklist + % done
- Docs and markup
- Job notes