FieldFlo

Projects

This article will walk you through the steps on how to delete projects.

How Do I Delete Projects

Projects List

Learn why projects may not appear in the Today's Projects Widget and what conditions must be met for them to display correctly.

Why are my projects not showing in the Today's Projects Widget?

Project Dashboard

Pre Made Forms

This article will show you how to track Mileage using the Daily Timesheet.

How Do I Track Mileage Using The Daily Timesheet?

Daily Timesheet

This article goes through the steps of using FieldFlo's Change Order Form to Create, send, and Track project Change Orders.

How Do I Complete A Change Order Form In FieldFlō?

Change Order

It is easy to fill out an Expense Form and this article will show you how to do it!

How Do I Fill Out An Expense Form?

Expense Form

In FieldFlō you can easily add your own respirator types to use on our Respirator Fit Test & Respirator Inspection Forms.

How Do I Add or Edit Respirator Types?

Respirator Fit Test

Disciplinary Action forms are completed on individual projects, but if you need to see disciplinary actions across all of your employees, you can pull that view from the Employee module.…

How Do I See a Report of Employee Disciplinary Actions?

Disciplinary Action Form

Learn how to reorder forms within your Closeout Report using form sequencer to control the sequence they appear

How can I change the order my forms show on my Closeout Report?

Close Out Reports

This article explains how to make files available offline within FieldFlō, so field teams can access key documents without an active internet connection.

How Do I Put Files In Offline Mode?

Documents

This article will explain how to add a unique number to your forms.

How Do I Add A Unique Number To My Forms?

Form Settings

This article will walk you through the steps on how to send a Bill from a project in FieldFlō.

How Do I Send A Bill?

Billing

This article will show you how to delete forms from the Active Forms and Closed Forms sections of a project.

How Do I Delete Active And Closed Forms On A Project?

General

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

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