Field reports work best with our iOS App. However, if you don't have an iPad or an iPhone, you can still submit reports from the website.
To submit a report:
1. Click the clipboard icon in the navigation bar to access Field Reports.
2. Click on the report type from the list for which you would like to submit a new report.
3. Select a report draft from the list or click "New Draft" to start a new one.
4. The web viewer does not have an editor at this time. To make changes to the form, select "Download PDF" to download a copy of the draft.
5. Make changes to the file you downloaded using a PDF viewer such as Adobe Acrobat. Save the changes to the file, then submit the file to PlanGrid using "Replace PDF."
6. The Report date, Title, and Notes may be edited, as needed.
7. Photo references can be added to the report. Upload photos from your computer and/or select photos from your project's photo gallery. For privacy reasons, photos uploaded directly to Field Reports will not be visible in the project photo gallery.
8. Tap "Submit Report" when you are ready to submit your draft. You will not be able to make changes to the report after submission.