Site Visit

From the main FieldNovi navigation, select Workspace → Contractor Edition. The Customer Directory is the starting point for your contractor records, jobs, Site Visits, and Punch Walks.

Select New Customer to create the company or account that will own the project.

Complete the New Customer form, then select Create Customer.

• Customer Name: enter the business, client, owner, or account name.
• Address: begin typing and select a suggestion when available.
• City, State, and Postal Code: confirm the location details.
• Notes: add useful customer or site context appropriate for your organization.

FieldNovi opens the Customer Workspace after the record is created.

The Customer Workspace brings together jobs, Site Visits, Punch Walks, contacts, and field records for that customer.

Associate known report recipients with the customer or project during setup. This keeps recurring participants organized and makes sharing easier later.

Select + New Job to begin the project record.

Enter the information that will organize field documentation for this work.

• Site: select the customer/location the project belongs to. Some screens use “Site” for this selection.
• Project Name: use a name your office and field team will recognize.
• Project Code: optionally enter your internal job number or reference.
• Status: choose the appropriate project status, such as Active.

Select Create Project. In the Job Workspace, use + Site Visit to start documenting a visit. The workspace also has a + Punch Walk action.

From the Job Workspace, select + Site Visit and complete the visit details.

• Site and Project: confirm the correct customer/location and job.
• Visit Date: use the actual date of the field visit.
• Status: use Draft while you are collecting or reviewing documentation.
• Site Activity: summarize the work or activity observed during the visit.
• Additional Details: expand this section for optional title, weather, issues, observations, or notes.

Select Create Site Visit to open its workspace.

The Site Visit Workspace keeps the field record and its reporting tools together.

• + Add Media: upload photos, videos, and 360° photos.
• Edit Visit: correct or update the visit details.
• Share: create read-only access for recipients.
• PDF: preview or create a file copy of the report.

Select + Add Media, then choose the button that matches your file type.

• Photos: standard field images and close-up details.
• Videos: motion, sound, sequence, or a walkthrough.
• 360° Photos: a complete visual record of the surrounding area.

After uploading, open each important media item and give it a descriptive label. Include the room, floor, equipment, direction, grid reference, or issue as appropriate.

Select Share in the Site Visit Workspace to open Create Share Link.

• Access Expires: choose how long access should remain active.
• Images: allow recipients to view the shared images.
• PDF Downloads: allow a downloadable copy when appropriate.
• Email selected contacts: leave this checked when you want FieldNovi to send the share email to the contacts you select.

Shared links provide read-only access. Recipients can review the report but cannot edit the underlying FieldNovi record.

Select the recipients who should receive this Site Visit.

• Project Contacts: choose people already associated with this project.
• Address Book: search active contacts by name, business, or email when a person is not yet assigned to the project.
• Add to Project: keep a contact associated with this project for future Site Visits and Punch Walks.

Before selecting Create Share Link, check the expiration, image visibility, PDF download permission, selected contacts, and whether Email selected contacts is enabled.

When everything is ready, select Create Share Link.

When email delivery is enabled, FieldNovi sends the recipient a message with an Open Site Visit Report button.

The email includes the Site Visit date, link expiration, whether images are available, and a PDF download option when allowed. It also includes a fallback link and support@fieldnovi.com for questions about accessing the report.

The recipient opens a read-only version of the shared Site Visit. It contains the visit details and the media you allowed.

If PDF Downloads is enabled, the recipient can download a copy from the shared page. The shared view gives the recipient access to the report without navigating your internal workspace.