Welcome to FieldGrid. Whether you're a project manager setting up your first workspace or a technician joining an existing team, this guide will walk you through everything you need to know to get productive in under an hour.

Step 1: Understand the Two Sides of FieldGrid

FieldGrid has two primary user roles: Admins and Technicians. Admins control the workspace — they create projects, manage budgets, approve requests, and configure settings. Technicians work within projects — they execute tasks, log time, file issues, and submit expenses.

Your role determines what you see and what you can do. This is by design. If you're a technician, you won't see admin controls. If you're an admin, you can always see everything.

Step 2: The Project Hub Is Where Work Lives

Everything in FieldGrid revolves around a Project. Each project contains:

• Tasks/Schedule — the work breakdown and timeline

• Checklists — customizable inspection and process forms

• Team — the people assigned to this project

• Inventory — materials and stock requests

• Files — all project documents and media

• Issues — logged problems, deficiencies, and flags

• Activity — the complete audit trail

Navigate between these using the tab bar inside any open project.

Step 3: Log Your Time the Right Way

Time tracking in FieldGrid is simple and protected. Use the Expenses module to log your hours daily. The system enforces a maximum of 8 hours per day on manual entries — this isn't a bug, it's a compliance feature. Log your hours at the end of each working day for the most accurate records.

Step 4: Use Checklists for Everything Repeatable

If you're doing the same sequence of steps more than once — a pre-job safety check, an equipment commissioning walkthrough, a handoff inspection — build a checklist for it. Checklists in FieldGrid are reusable, shareable with your project team, and permanently logged when completed.

Step 5: Never Lose a File Again

Connect FieldGrid to your existing cloud storage on day one. The platform integrates natively with Google Drive, OneDrive, Dropbox, and Egnyte. Once connected, all file uploads from the field automatically sync to your connected storage, and you can pull documents from any connected source directly inside a project.

Step 6: Report Issues When You See Them

If something is wrong on-site — a safety concern, a materials deficiency, a scope discrepancy — log it as an Issue immediately. Include a description, priority level, and any relevant photos. The issue is timestamped, tied to the project, and assigned to you as the submitter. You can edit or delete it later if needed.

Step 7: Use Alex AI When You're Stuck

FieldGrid includes Alex, an AI assistant built into the platform. Ask Alex to summarize a project's recent activity, find a file, explain a workflow, or help you draft a report. Alex has access to your project context and can save you significant time on routine lookups.

You're Ready

That's the core of FieldGrid. The platform is designed to be learned by doing — so open a project, explore the tabs, and trust that the permission system will keep you in the right lane.