FieldChat is construction communication software for the world's leading general contractors, specialty contractors, and owners. It turns texting chaos on projects into centralized, organized, and searchable conversations – keeping projects on track, reducing mistakes and rework, and simplifying dispute resolution. In this presentation, you'll learn how to use FieldChat on your next project to improve communication between the office and the field.

1. How to get the most
out of FieldChat on
your construction
projects.

2. TABLE OF
CONTENTS
FieldChat Overview01
Getting Started02
Team and Subcontractor Buy-In03
Procore, PlanGrid, and BIM 360 Integrations04
Frequently Asked Questions05

3. Is communication on your jobsite disjointed
Text Calls Emails 3rd Party Messaging Devices
disjointed?

4. We get it, when working with different subs to complete a project it’s hard
to get everyone to download, learn, and use the same solution.
?
SUBCONTRACTORS
GC
SUBCONTRACTORS SUBCONTRACTORS
Employment cycle

5. This wouldn’t be a problem, if not for the fact that
disjointed communication on a jobsite results in…
Mistakes & ReworkIdle Labour
! !
Disputes

6. What if you could get every conversation on a jobsite to happen in
one, organized, and searchable place – without making teams
and subs download and learn a new app?

7. Hi 👋, we’re FieldChat.
Happy to help with communication
on your next project.
‣ Start with ‘Projects’ to house relevant conversations,
teams, and subcontractors
‣ Create ‘Channels’ to organize conversations by
teams and/or topics
‣ Invite project managers, admins/ops, and
superintendents to use the FieldChat web (Chrome,
Firefox, etc.) or mobile (iOS, Android) app
‣ Invite subcontractors and less tech-savvy team
members as texting users – nothing new to
download or learn
‣ Start sharing messages, photos, files, and more from
any device – web, mobile app, SMS – on one,
organized, and searchable platform

8. Site Broadcasts
Available via web, mobile, and SMS
Additional Features
Message Scheduling Message Search Custom Notifications Activity Logs
BIM 360 IntegrationPlanGrid IntegrationProcore Integration
Integrations

9. When conversations on a jobsite
happen in one, organized, and
searchable place.
✓ Project managers and superintendents
have more access, control, and
visibility, helping keep projects on track
✓ Foremen can more easily ask questions
and get answers, keeping teams
productive and avoiding mistakes
✓ Disputes can be resolved more
productively with a permanent record
of messages, files, and photos

10. Enough talking, let’s get started!

11. Create your first ‘Project’ to house channels and team members.
Think building, structure, or infrastructure that’s being built.01
We put together a video to
show you how.
…and a detailed support
article.

12. If you’re using Procore or PlanGrid, connect your FieldChat account.
This allows you to pull in users from their project directories. Note, you need to be an admin.02
Here’s the support article
for Procore.
And here it is for
PlanGrid.

13. Create ‘Channels’ to organize teams and conversations.
You have the option to create ‘Group Chat’, ‘Notified when Mentioned’, or ‘Broadcast’ Channels.03
We put together a video to
show you how.
…and a detailed support
article.

14. Invite your managers (PMs, supers, etc.) as application users.
Application users have better visibility, access to message history in Channels, and more.04
We put together a video to
show you how.
…and a detailed support
article.

15. Invite your field crews (foremen and subs) as texting users.
Make sure to customize the welcome message so they know to add the Channel # as a contact.05
We put together a video to
show you how.
…and a detailed support
article.

16. Start sending messages, photos, and files.
Users can send and receive as many messages or files as needed. No limits, unlimited storage.06
Here’s a detailed support
article with more information.

17. Enable or disable the ‘Activity Logs’ you’d like to track.
Application users can fill out ‘Activity Logs’ via the FieldChat app and Texting Users via a web link.07
These are the types of
activities you can track
…and here’s a detailed
support article.

18. Everything’s set-up! Here are some tips on
how to get the team bought in.

19. Starting with project manager
and superintendent buy-in.
1. Make the decision/set-up process
collaborative. The FieldChat team would
be happy to provide a demo to your team
and answer questions.
2. Make the personal benefits clear:
• No more texts at all hours on their personal devices.
• No more jumping between text messaging, emails,
and other communication mediums.
• Easy access to important conversations on any
device (desktop and mobile).
• Searchable message history in the event of a dispute
or need for further clarification.
• FieldChat as a contact list for projects.

20. Then jump to foremen and
subcontractor buy-in.
1. If you’re inviting them as texting users, no
buy-in required! All they have to do is add
the FieldChat # as a contact in their phone.
2. If they forget, and text you on an old
number, respond to them from FieldChat to
enforce the behaviour. Habits take 30 days
to build!

21. Let’s talk about our Procore, PlanGrid, and Autodesk BIM 360
integrations and why you should consider connecting.

22. Increase project efficiency
by integrating FieldChat
with Procore.
‣ FieldChat connects with your Procore project
directory, making it quick and easy to add
new users to ‘Projects’ and ‘Channels’.
‣ Emails can be easy to ignore. Reach your
team where they are by sharing important
Procore notifications – including RFIs, RFI
Replies, Observations, Punchlists, and Daily
Logs – via the FieldChat app or SMS.
‣ Share photos in FieldChat and save them in
Procore for better project documentation.
‣ Run FieldChat as an embeddable app in the
Procore web application and help your team
avoid app fatigue and context switching.

23. Increase collaboration by
integrating FieldChat with
PlanGrid.
‣ FieldChat connects with your PlanGrid project
directory, making it quick and easy to add
new users to ‘Projects’ and ‘Channels’.
‣ Share photos in FieldChat and save them in
PlanGrid for better project documentation.

24. Increase efficiency by
integrating FieldChat with
Autodesk BIM 360.
‣ Run FieldChat as an embeddable app in the
Autodesk BIM 360 dashboard and help your
team avoid app fatigue and context switching.

25. You might still have some questions, and that’s ok!
Here are some frequently asked questions.

26. Can I send a message to everyone on a jobsite at once?
Yes, you can send site broadcasts for important messages (weather warning, safety
notice, etc.) that everyone needs to see.
01
Can I download my messages and data at the end of a project?
Yes, you own your data, and can download your message history, files, and images at
the end of a project.
02
How far back does FieldChat’s message history go? Are there limits?
Message history goes all the way back to the day you created your FieldChat account. There
are no storage limits.
03
What type of support do you offer?
Support is available via our FieldChat help channel in your FieldChat account, as well as via
email and phone.
04
05 Is it possible to bill direct to our company instead of a credit card?
If you decide to move forward with a 12-month plan, we can invoice your company directly.

27. If you have additional questions please email us at
support@field.chat or call 1.800.296.4967