In order to configure your environment on FieldPro, we require you to provide us with a couple of inputs.

The more they are accurate, the quicker will be the deployment phase.

Some of the key input data required are;


Please, go through the explanation below of the data needed and populate the below-attached file (Template - FieldPro - Project kick-off - Input data required). For more explanation and understanding of each tab/category, we have added a link to a more detailed article.

Template - FieldPro - Project kick-off - Input data required (4).xlsx

Mobile Users

The users will need to access the mobile app. Some of the mandatory fields on this section are the first name, last name, number and the team that the user belongs to.

Refer to this page to understand the fields of a mobile user and how to manage them.

Web App users

These users will be able to access our web portal to:

  • perform administration tasks, like managing users or lists, etc

  • view the reporting dashboards

We have three key WebApp user roles: Viewer, Editor and Admin.

Refer to this page to understand the fields of a WebApp user and how to manage them

Organisational structure (Teams)

The teams are the organizational units to split the users, manage the access to workflows and dashboards.

Refer to this page to understand how the Teams work

Mapping of users to teams

We need to know how mobile and web users are assigned to the teams created.

For the mobile user, fill in the phone number as the primary key. For the web user, fill in the email.

Product list

To define the list, we have a set of standard fields for which the label and the options can be customized.

You can also add custom fields. The field can be of any of this type.

Refer to this page to understand the fields of a product list and how to manage them

Clients list

To define the list, we have standard fields that we can customise and you can as well add custom fields.

You can also add custom fields. The field can be of any of this type.

Refer to this page to understand the fields of a place list and how to manage them