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What are projects?

Projects are just an organized collection of channels. You can give your projects meaningful names, and have as many channels in them as you like. 

You can switch between projects using the dropdown.


Creating a project

You can create projects by using the Create New Project menu option in your channel list. Only account admins can create new projects.

Enabling activity logs

When you create a project, you have the option of enabling Activity Logs. Activity Logs let you capture and organize information in just a few clicks about things that are happening on the jobsite. Current activity logs include the following categories:

  • Delivery - log a delivery and optionally attach a packing slip
  • Inspection - log an inspection and optionally attach paperwork
  • Order Request - track requests on the jobsite for consumable items that are frequently ordered
  • Progress - log job progress with pictures
  • Receipt - log small item purchases with receipts
  • Safety Violation - log safety issues
  • Sign In - log sign ins to the site
  • Sign Out - log sign outs from the site
  • Subcontractor Work - log contractor manpower

You can also notify people in a channel when certain activity logs are created, by editing a channel and specifying which log categories the channel should be notified about.

Deleting a project

To remove a project, select the Delete Project menu option in your channel list. Only account admins can delete projects.


Need more help?

The best way to get help is to simply send us a message in the FieldChat Help channel. We monitor your help channel and will get back to you as soon as possible. You can also reach us by phone or email.