Getting Started with Fieldpost

Fieldpost is a field documentation platform built for teams that work on-site. Whether you’re managing construction projects, conducting inspections, or coordinating fieldwork, Fieldpost helps you capture photos, organize documentation, and generate professional reports — all from your phone or computer.

What You Can Do with Fieldpost

Here’s a quick look at the core features:

• Capture photos and videos directly in the app with GPS and timestamp stamping
• Organize media by project and tag everything with custom categories
• Annotate photos with drawings, arrows, and text labels
• Collaborate with your team using notes, @mentions, and notifications
• Generate PDF reports from your project photos and notes
• Share reports with clients and stakeholders via link or email

Web App vs. Mobile App

Fieldpost works on both web and mobile, and your data syncs automatically between the two.

Use the mobile app when you’re in the field. It’s designed for fast photo capture, on-site notes, and offline work. You can take photos, record videos, annotate images, and add notes — even without an internet connection. Everything syncs when you’re back online.

Use the web dashboard when you’re at your desk. It gives you a bigger view of your projects, makes it easier to build and format reports, manage your team, and handle settings like billing and categories.

Your First Steps

Getting up and running takes just a few minutes:

1. Create your account — Sign up with your company email and set up your company profile
2. Create a project — Add a title, description, and pin a location on the map
3. Capture some photos — Use the in-app camera to document your first site visit
4. Invite your team — Add team members so everyone can collaborate
5. Build a report — Pull your photos and notes into a professional PDF report

After you sign up, you’ll see an onboarding checklist on the home screen that walks you through these steps. Each task links directly to the relevant feature, so you can jump right in.

Understanding User Roles

Every Fieldpost account has three role levels:

Role	What They Can Do
Owner	Full access. Manages billing, company settings, and can do everything Admins and Members can do.
Admin	Manages team members, categories, and company settings. Can create and manage all projects.
Member	Can create projects, take photos, add notes, and build reports for projects they’re assigned to.

Getting Help

If you ever get stuck, here are some options:

• Browse the Help Center — You’re already here! Search or browse by category to find answers.
• Contact Support — Reach out to us at hello@fieldpost.io and we’ll get back to you quickly.