Overview
Fieldwire has many unique opportunities for customization and an incredible capacity for a spectrum of use cases. This article contains a list of relevant articles, organized by topic, to introduce you to Fieldwire's features.
Table of Contents
- First time login to access a project
- Creating a project
- Project dashboard and settings
- User management
- Navigating plans
- Tasks & categories
- Help!
First time login to access a project
You can sign up for Fieldwire on web or from the mobile app. You can also sign up for Fieldwire by following an invitation link you received in an email, and then creating an account as prompted.
The following articles contain information on how to sign up, how to access a project you were invited to, and troubleshooting tips in case you forget your password and can no longer log in.
- How to sign up for Fieldwire
- How do I unlock my account or reset my password?
- Q&A: I've been invited to a project, what do I do next?
Creating a project
Any Fieldwire user can create their own project. Basic users can create up to 3 projects with a free account, whereas account users of Premium plans (Pro, Business or Business Plus) can create an unlimited number of projects.
The following articles explain project creation, various uses for Fieldwire, and how to navigate the project dashboard on the mobile apps:
- How to Create a Project and Use the Project Dashboard on Web
- What do people use Fieldwire for?
- How to use the Project Dashboard on Mobile
Project dashboard and settings
Once you are logged into Fieldwire and you have created projects, you can access your projects from the project dashboard. You can also view all of the users on your account from the People tab on the main dashboard, manage your subscription (adding and removing users or changing your Fieldwire plan), and access tutorial videos. Business and Business Plus subscribers can also access Account Form Templates from this page.
The following articles cover different features you can access from the main project dashboard and how to update some of your settings, such as profile information and language preferences.
- How to Create a Project and Use the Project Dashboard on Web
- Q&A: How do I update my email address and other profile information?
- How to change the language that displays in Fieldwire
User management
Fieldwire has transparent pricing based on the number of users you invite to your projects. These articles include all the details!
- How to Invite or Remove a User from Accounts or Projects
- Q&A: Should I add my subcontractors to my Projects?
Navigating plans
When you open your project in Fieldwire, the first tab you see will be the Plans tab. Here you can upload your plan sheets or for Business subscribers, set up a two-way sync with Box, Dropbox or OneDrive.
The following articles explain how to navigate the Plans tab, as well as how to format your plans for use in Fieldwire to ensure you get the most out of our automatic hyperlinking and versioning features.
- How to use the Plans Tab and Upload Plans to Fieldwire Projects on the Web
- How to use the Single Plan View and Markup Tools (Web)
- How do I format my Plan Files for Fieldwire?
- How can I edit multiple plan names to take advantage of Fieldwire's automatic callout hyperlinks and plan versioning features?
- How does Dropbox / Box / OneDrive 2-way syncing work?
Tasks & categories
Tasks are used to track any work that you assign within Fieldwire. They are organized in your project by status and category. Both statuses and categories are customizable to your workflows, so be sure to check out the following articles to see how you can make the most of the tasks feature in Fieldwire:
- Introduction to Tasks
- How to Create a Category
- How to Navigate the Fieldwire Tabs and Categories
- Custom Task Statuses
Help!
Did you know you can contact support directly from your project? This guide explains the process:
If you have any further questions after reading the articles listed above, please do not hesitate to contact us at support@fieldwire.com.
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