HELP CENTER
How can we help?
Quick answers for crews, project managers and admins. Can’t find what you need? Our team is a message away.
Browse by topic
Getting started
How do I create my first project?
From the dashboard, choose New Project, add the customer, dates and project managers, then invite your crew. You can add tasks, schedules and checklists at any time.
How do I invite my team?
Go to Team, select Invite and enter their email addresses. Choose a role for each person to control what they can see and approve.
Can I import my existing checklists?
Yes. Build checklists from your existing forms in the checklist library, then reuse them across projects. Our team can help with larger imports.
Mobile app & offline
Where do I download the app?
FieldGrid is available on the App Store and Google Play. Sign in with the same account you use on the web.
Does the app work without signal?
Yes, the app works offline. Reports, photos and checklists are saved on your device and sync automatically when you’re back online.
Reports & checklists
How do I submit a daily report?
Open the project, choose Daily Reports, add photos, notes or a voice memo, and submit. Alex can draft the written summary for you.
What happens when a checklist item fails?
A failed item automatically opens a linked corrective-action issue, so nothing gets lost. Resolve the issue to pass the item.
Alex AI
What can Alex do?
Alex writes job summaries, suggests next steps from crew notes, flags schedule and budget risks, and answers questions about your projects.
Does Alex change anything without asking?
No. Alex suggests changes, and a person on your team approves them before anything happens.
Integrations
Which tools does FieldGrid connect to?
Google Drive, Google Calendar, Slack, Microsoft Teams, QuickBooks and Procore, with Dropbox, OneDrive and Egnyte coming soon. See all integrations.
How do I connect an integration?
An admin can connect apps from Settings → Integrations. Sign in to the app once, then choose what should sync.
Account & billing
How is FieldGrid priced?
Pricing is tailored to your team size and needs. Contact us for a quote.
How do I change someone’s role?
Admins can change roles from Team. Roles control who can view, edit and approve on each project.
No questions match your search. Try another word, or contact support below.
Still need help?
Our support team can help with setup, sync, integrations or your account.

