Download Fieldlens

Fieldlens app is available for Android and iOS devices, please use the link provided below to download the app or search on your App Store.

Go to Google Play Store Go to App Store

If you are using a computer to review this guide scan the QR codes below with your mobile device.

Google Play Store Apple Store

Login and Navigation:

Keep in mind that user navigation could be slightly different between Android and Apple devices. All the features and functionality are the same on both platforms but icons and menus can look a bit different.

Once you have installed Fieldlens, users can choose to either log in if they have an account, or sign up if needed.

Sign Up from Mobile

If you are creating an Account for the first time, follow the step-by-step instructions. All you need is an email address, a secure password and to complete your user profile.

If you are using your company domain email and your Company already has a Fieldlens account, you'll be added to the team.

NOTE: If you are the Company admin and you are the first one in your company to create a Fieldlens account, you'll be prompted to enter the Company details, such as an address, logo, company email, and phone number along with your user profile details. All other users creating accounts later on and using the company domain email will be added to your Company team.

Log in from Mobile

Ensure the app is downloaded to the user’s phone. Once accessed, enter your email and password. you'll land on the main screen which displays all your Projects. Selecting the desired project will take the user into the Project Workspace. This Workspace will be the main point of entry for accessing information pertaining to the project. Each tile featured is accessible, the user needs only tap it to access any data within. Towards the bottom of the screen are different accessible areas of the project.

Much like the tiles, the user needs to only tap on the desired icon to move to that section.

If desired, the user can tap into the “Posts” section of the project to have a display encompassing all created posts against the project. Each post will be appropriately categorized, and the user can tap into any desired focus or post to view more details.

It is worth noting that the user can customize their focuses by tapping on the “Edit” icon from the previous image. This will allow them to select what they want to be displayed in the focus section. When the user is finished customizing this section, they must click the blue “Done” to have the selection saved.

How to create a Post:

To create a post, the user will tap on the “Create” icon at the bottom of their screen. This will open up a selection menu where they can specify what type of post they are creating.

Additionally, more specific posts (e.g. ‘Punch,’‘Safety,’ or ‘Submittals’) can be created by clicking into their respective boxes on the “Workspace” menu, then selecting the “+” button located at the top right of the screen.

There are several different workflows that may be encountered depending on the type of post the user is generating.

Punch and Safety

Punch and Safety will both begin by prompting the user to tie the post to a drawing. This step can be skipped if so desired. If skipped, the user will then be brought to a simple screen to enter the issue.

If not skipped, the user can select a drawing to tie to the post, and by pressing and holding on the affected area of the drawing, can drop a pin that will tie this issue to that drawing/pin. They can then enter a title for the post.

The user can then indicate to who this should be sent. If needed, contacts outside of Fieldlens can be entered here by way of email, which will allow the user to be included in this post.

After users are selected, the remainder of the post information can be entered. The system will prompt the user to take a photo of the indicated issue, though this can be skipped if desired. From there, the user will enter in any categories they may want or additional media, and then when satisfied they can select “Create” and that will complete the workflow for the said post.

Submittals

When creating a Submittal the user will first be prompted to select a spec section, which will bring up a list of all cost codes within the user’s Fieldlens.

After selecting the appropriate code, the user will then be directed to select what type of Submittal this is. Contacts can then be added in, also with the ability to add in contacts not already within Fieldlens.

Contacts can then be added in, also with the ability to add in contacts not already within Fieldlens.

The user can then add additional media or details to the post before hitting the “Create” button at the top right of the screen. This will create the post and end the workflow.

RFIs

The RFI is built out in one step. Once entering the workflow, the user will go field by field to populate the needed information. Some data is designated as required, and must be filled in to proceed. The remainder is optional and is to be entered at the user’s discretion. Once done, they can hit “Create.”

Generic Post

A generic post can also be created within Fieldlens. If no one else is indicated in the “To” field, the post will be marked as private, and viewable only by the user who creates it. A post does not need to be given a title, though it is recommended to do so. The main additional functionality is located along the bottom of the device.

The assign option functions identically to those found in other post types, and allows the user to add in contacts both within and without Fieldlens.

The next icon moving to the right will allow the user to assign Categories. If needed these can also be created at this stage.

The user can then choose to pin this post to either a location or a drawing.

Photos can be attached from the next option, with the user having several choices methodology in regards to selecting the photos.

Finally, additional options and functionality can be added from the More icon (three-dot).

Once all desired information has been entered, the user can then select “Post” to have the workflow be finalized.

Viewing & Marking up Drawings:

Drawings can only be uploaded on the desktop version of Fieldlens but can be both viewed, and marked upon the mobile app. When entering the drawings icon from the bottom of the screen, the user will be able to view drawings based upon disciplines, locations, tags, or what they have recently viewed.

From there the user can navigate into individual sheets as needed, and be able to utilize the functionality as desired by swiping up from the bottom of the screen.

Once the user has swiped up, they will be able to navigate through the additional actions they can take, and use the filters to narrow what are pins they need to see on the drawing. They can click on the pins and open the post to see all the details.

They can create a new post right from the drawing by clicking on the desired Drawing location and holding it until a red pin shows up, then you can select the type of post you need to create and complete all the details.

To mark up a drawing, the user must click the Markup icon from the option available in the drawing. This will then take them into the markup mode. In this mode, they can choose to draw with manual input, drop-in different shapes, and insert colored text as needed. When the user is finished, they must hit done to save any work.

The "People" Menu

The people menu will allow the user to search through all individuals and companies attached to this project. They can click into any of the profiles found, and create posts targeted specifically to that user.

How to Log out of Fieldlens

If a user desires to log out of Fieldlens, all that is needed is to enter into their setting from the gear icon available from the projects, and then navigate down to the red “Sign Out” option.

Fieldlens Drawing Management Quickstart Guide

This guide intends to teach the user how to upload and manage their drawings from the desktop version of Fieldlens. Remember this feature is available with a PRO subscription

For a user to upload their drawings, they must first navigate to the Drawing page. This is accessed by clicking into the “Drawings” tab located across the top of the screen.

They will then be taken to the drawing page. If no other plans have been loaded the page will be empty. If any previous plans exist, they will be viewable from here.

To begin uploading, the user will navigate to the blue “Upload Drawing” icon located towards the top right of the screen. You can upload files on a PDF format.

Whether or not the user chooses to drag and drop, or otherwise search their computer or another device, they can bring in one, or multiple PDF files to load. Each file will be shown, with the ability to upload or to remove all. The user will then be taken back to finalize the upload, and can do so by selecting “upload.”

Whether or not the user chooses to drag and drop, or otherwise search their computer or another device, they can bring in one, or multiple PDF files to load. Each file will be shown, with the ability to upload or to remove all. The user will then be taken back to finalize the upload, and can do so by selecting “upload.”

Once the files have been processed, the user will be able to review them. From here drawing information can be edited. Numbers and names can be changed, and tags or disciplines, as well as locations, can be assigned by clicking their respective boxes.

The user can then decide to publish all drawings by selecting the “Publish all Drawings” or can choose to individually check off each drawing they want to publish. Once one of the methods is utilized, the user will be given a final warning before ultimate publishing.

The drawing has now been published and will display in the Drawings Tab.

Editing Drawings

Drawings can be edited once published. To do so, the user will select the 3 vertical dot icons for the desired page they wish to edit.

The user can edit the name, number, and assign or change any of the location, tags, or discipline.

Superseding drawings:

To supersede drawings, a user will follow all the normal steps of a drawing upload, paying special attention to assign the same sheet number as the drawing they wish to supersede (for situations where Fieldlens is unable to scan the document). If done properly, the user will have this appear on the screen when publishing the drawing(s).

Usually, Fieldlens can read the sheet number and name and can identify the file as a new version of existing drawings, in that case, you will see what sheet number is being replaced.

Also, you'll see a warning message to confirm you are replacing older drawing versions.

Once published, older versions of drawings can be viewed or set as default by editing the drawing and hit the drop-down for the version.

Or from the view lightbox clicking the Versions icon.

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