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Project Information

MetaFieldTM Project Information lets users store project information on their mobile device for quick access, even when the device is offline.

  • The Project Information page can be bookmarked for offline use, making it particularly useful when field technicians are working in remote locations with limited wireless data connectivity. 
  • “What type of Project Information is available?”
  • The most common examples are client contact information & project accounting information.

Project Information is populated from your company’s source systems
(i.e. other applications your company uses to manage their business – accounting, CRM, and/or Project management systems.)

  • Project Information can be saved for up to 5 projects.
  • Information shown is read only. 


How to access Project Information

  1. Select Project Information on the Field home page.

 

Note:   Depending on your device settings, the first time you use

Project Information, you may see a message like the one in the screenshot below.  

If you do, select Allow.  

 

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