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Fieldwire Project Setup All Tiers

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Mar 25, 2024
36:30

This video shows you how to set up a Fieldwire project on our Pro, Business, & Business Plus tiers. Fieldwire is the highest-ranked Jobsite management software! Learn more at: https://www.fieldwire.com iOS Appstore link: http://bit.ly/1F8FLDC Android Appstore link: http://bit.ly/1DUrifn Chapter Timestamps 00:00 INTRO 00:30 PROJECT CREATION/HOME DASHBOARD 00:40 Account Permissions 01:41 Project Creation & Cloning 02:30 PROJECT SETTINGS & 2-WAY SYNC 02:40 Settings 03:19 2-way sync (Business & Business Plus) 03:50 PERMISSIONS, PEOPLE, & COMPANIES 04:00 Companies (Business plus) 05:07 Field/PM Permissions (Pro/Business) 05:22 Permissions as a Matrix 06:11 FILES TAB 06:22 File Configuration 07:10 2-way Sync (Business & Business Plus) 07:20 PLANS TAB 07:30 Folders 07:43 File Types & Uploading 08:53 Plan Scanning 09:55 Version Control 11:43 SPECIFICATIONS 11:55 Specification Upload & Versioning 13:33 Specification Submittal Extractor 14:10 TASK CONFIGURATION 14:46 Statuses 16:35 Categories 17:15 Nested Locations 18:22 Checklists 19:35 Custom Task Attributes (Business & Business Plus) 20:24 Ways to Create a Task 20:32 Individually 22:07 Bulk Import 22:56 Filters, Views, & Batch Edit 24:27 Task Reports 26:01 FORMS TAB (Business & Business Plus) 26:14 Custom Form Builder 30:24 Account Level Form Templates 31:20 3D MODELS (Business & Business Plus) 32:06 PROJECT MANAGEMENT (Business Plus) 32:35 Submittals 34:13 RFIs 34:58 Change Orders 36:11 OUTRO Links Knowledge Base: https://help.fieldwire.com/hc/en-us Tutorial Video Hub: https://help.fieldwire.com/hc/en-us/articles/19627534934043-Fieldwire-Video-Tutorial-Playlists

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Fieldwire Project Setup All Tiers | NatokHD