CRM and Sales tools
Fieldwire by Maxmel Tech
24 min
fieldwire is a real time jobsite management platform for construction teams, offering task management, plan viewing, and collaboration tools integrating with make com enables automated workflows between fieldwire and other business apps, streamlining project coordination and data synchronization this is ai generated content based on official fieldwire documentation the content may still contain errors—please verify important information if you have questions, contact fieldwire support directly how to get support on fieldwire fieldwire is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=fieldwire\&app slug=fieldwire community\&app unique id=fieldware bf99fu requirements to use the fieldwire app in make, you must have a fieldwire pro or business account and generate an api token, create your account on fieldwire app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect fieldwire and {{product name}} to get started, you must first create a connection between fieldwire and {{product name}} , allowing the two services to communicate you can connect using the following method api keys,bearer jwt api keys instructions you need to generate a json web token (jwt) to use as your api key login to your fieldwire account navigate to the api section locate the option to generate a json web token (jwt) generate the jwt copy and securely store the generated jwt for use as your api key bearer jwt instructions you need to generate a json web token (jwt) to authenticate login to your platform using your credentials navigate to the api section locate the option to generate a json web token (jwt) generate the jwt note the generated jwt for use as your credential some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=fieldwire\&app slug=fieldwire community\&app unique id=fieldware bf99fu create the connection in {{product name}} log in in your make account , add the fieldwire module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your fieldwire or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page fieldwire modules after connecting to the fieldwire app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a project creates a brand new project from scratch, allowing you to start organizing tasks and resources right away create a submittal creates a new project submittal, allowing you to submit project details and documentation for review or approval create a task creates a brand new task, allowing you to specify details such as the task name, description, due date, and other relevant information create an attachment adds a new file or document as an attachment to a specific project delete a project permanently removes a selected project from your account, ensuring it is no longer accessible or recoverable delete a project attachment permanently removes a specific attachment from a selected project delete a submittal permanently removes a specific submittal from your account delete a task permanently removes a selected task from your project, helping you keep your task list up to date and organized get a project fetches and displays detailed information about a specific project, including its key attributes and settings get a project activity fetches detailed information about a specific project activity, allowing you to view all the relevant details for that particular activity get a project attachment fetches a specific attachment from a project, allowing you to access the file or document linked to that project get a project task fetches detailed information about a specific project task, giving you all the relevant data for that individual task get a submittal fetches detailed information about a specific project submittal, allowing you to view all its associated data list project attachments fetches and displays a list of all attachments associated with a specific project, allowing you to easily view and manage the files linked to your project list project submittals fetches and displays a detailed list of all submittals associated with a specific project, allowing you to easily review and manage project documentation list project templates fetches and displays a list of all project templates available in your account, making it easy to view and select templates for your projects list projects fetches and displays a list of all projects associated with your account, allowing you to view and manage your current projects easily list tasks fetches and displays all the tasks associated with a specific project, allowing you to view and manage the project's task list easily make an api call executes a custom api request to the service, allowing you to interact with any authorized endpoint and perform actions not covered by the standard modules restore a project attachment restores a specific attachment that was previously removed from a project, making it available again for use within the project restore a task brings a previously deleted or archived task back to its active state, making it available for you to work on again transfer a project this module allows you to move a project from your account to another user's account, making it easy to transfer ownership and management responsibilities transition a submittal moves a submittal forward to the next stage in its workflow, helping you keep your approval or review processes on track update a project allows you to modify and update the information or settings of a project that already exists update a submittal updates the details of an existing project submittal, allowing you to modify information such as documents, status, or other relevant fields within a current project update a task allows you to modify the details of an existing project task, such as updating its status, description, due date, or other relevant information watch tasks triggers whenever the status of a task is updated, such as when it moves from "in progress" to "completed" or any other status change templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} fieldwire resources you can have access to more resources related to this app on the following links fieldwire website fieldwire api documentation fieldwire page on make