Complete guide for project owners and superintendents managing teams and forms.

User Management

Inviting Team Members

  1. Go to Users in the sidebar
  2. Click Invite User
  3. Enter their email address
  4. Select their role
  5. Click Send Invitation

User Roles

RoleCan Do
Project OwnerEverything - full admin access
SuperintendentCreate forms, view all data, manage workers
Field WorkerFill out forms, view own submissions

Removing Users

  1. Go to Users
  2. Find the user to remove
  3. Click the three dots menu
  4. Select Remove
  5. Confirm the action

Creating Forms

Using AI (Fastest)

  1. Click Forms → New Form
  2. Click the AI sparkle icon
  3. Describe your form in plain English
  4. Click Generate
  5. Review and customize
  6. Click Create Form

Manual Creation

  1. Click Forms → New Form
  2. Enter a form name
  3. Click Add Field
  4. Choose field type and configure
  5. Repeat for each field
  6. Click Save Form

Field Options

  • Required: User must fill this field
  • Default value: Pre-filled answer
  • Help text: Instructions shown to user
  • Conditional: Only show if another field matches

Managing Data

Viewing Submissions

  1. Click on a form
  2. Click View Records
  3. Use List View (mobile) or Grid View (desktop)
  4. Click any record to see details

Filtering & Search

  • Use the search bar to find records
  • Filter by date range
  • Filter by user who submitted
  • Sort by any column

Exporting Data

  1. Open the form's records
  2. Click Export
  3. Choose format:
    • Excel: Full spreadsheet
    • PDF: Professional report
    • CSV: Universal format
  4. Select date range (optional)
  5. Click Download

Email Notifications

Setting Up Notifications

  1. Edit your form
  2. Go to Settings → Notifications
  3. Enable Email on Submit
  4. Add recipient email addresses
  5. Choose what to include (PDF, summary, etc.)
  6. Save settings

Projects

Creating a Project

  1. Go to Projects
  2. Click New Project
  3. Enter project name and details
  4. Assign team members
  5. Assign forms to the project

Settings

Company Settings

  • Company name: Appears on reports
  • Logo: Shown on PDF exports
  • Timezone: For timestamps
Pro Tip

Share the Field Worker Guide with your team to help them get started quickly!