Site Visit
From your first customer to a shared report
Set up customers and projects, document a site visit, add photos and 360° media, and share a read-only report.
Read the guide
Skip to how-to guides
A little guidance.
Read Start Here
FIELDNOVI SUPPORT CENTER
A little guidance.
A lot more done.
Practical how-to guides for your next step in FieldNovi.
Find the answers you need and get back to the field.
NEW TO FIELDNOVI?
Start with the right next step.
Confirm your workspace, set up the people and details, and follow one complete workflow before starting the next.
Get set up
Activate your account, accept a team invitation when needed, and check where new records will be saved.
Check the setup order →Contractor Edition
Customer → project / job → Site Visit or Punch Walk. Keep field observations and issue photos with the right record.
Follow the Site Visit guide →Property Inspections
Property → contacts and occupancy → inspection. Add room photos, assign 360° snapshots, then complete and share.
Follow the Property Inspections guide →Quick reminder: choosing a photo is not an upload, and saving a checklist does not complete the inspection. Check the saved message, finish uploads, and use Complete Inspection.
LEARN AT YOUR OWN PACE
How-to guides
Clear steps. Real screenshots.
Help when you need it.
14 guides available
Punch Walk
Record issues. Add the details. Share the next steps.
Create a Punch Walk, record punch items with photos and drawing references, review the PDF, and share it with the right contacts.
Read the guideCreate and activate an account
Get from registration to your first sign-in
Register for FieldNovi, activate your account by email, and sign in. Resend the activation email if your link has expired.
Read the guideDashboard and workspace settings
Make the workspace yours and find your next task
Set workspace information and your logo, check storage and usage, and use Recently Viewed and Quick Actions.
Read the guideSearch your workspace
Find a record without retracing your steps
Search for customers, projects, contacts, and properties in the current workspace, then open the matching record.
Read the guideSwitch workspaces
Keep personal and team work in the right place
Switch between the personal and team workspaces you belong to, and confirm where new records will be saved.
Read the guideManage contacts
Keep contact details and record relationships organized
Create and edit contacts, review Active and Archived entries, and see which records are associated with each contact.
Read the guideInvite and join a team
Send an invitation and get a teammate into the workspace
Invite teammates with the right role, manage pending invitations, and accept an invitation using the matching email address.
Read the guideUpdate your profile
Keep your name and password up to date
Open your Profile from the account menu, change your name or password, and save the updated information.
Read the guideManage subscription and billing
Choose a plan and manage the selected workspace’s billing
Check your workspace plan, subscribe through Stripe, and manage payment details, plan changes, and invoices.
Read the guideExport and delete a workspace
Download your data and manage the 30-day recovery period
Export business records, download original files, and schedule workspace deletion with a 30-day recovery period. Manage billing separately.
Read the guideRemember Me for 2FA
Save a trusted browser and manage its 30-day permission
Use Remember me and Remember this device for 30 days, review Active and Inactive saved devices, and remove browser trust from your Profile.
Read the guideStart Here: Getting started with FieldNovi
Choose your workspace. Set up the basics. Finish your first record.
A practical quick start for account activation, team workspaces, contacts, Contractor Edition, and Property Inspections, with links to the detailed how-to guides.
Read the guideProperty Inspections: setup to sharing
Add a property, document its condition, and share a completed report
Set up properties and occupancies, link contacts, complete room checklists, add regular and 360° photos, assign snapshots, and review baseline comparisons.
Read the guideNo guides match that search.
Try a shorter phrase or show all topics. You can also email Support for help.
More how-to guides will be added here. Need help with another part of FieldNovi? Ask Support.
PICK UP WHERE YOU LEFT OFF
Jump to a common task
WE’RE HERE TO HELP
Couldn’t find your answer?
Tell us what you were trying to do, what happened, and the customer or project involved. Include a screenshot if you can.