Upload a representative set of plans and establish a clear naming convention before inviting the field team. Create tasks that point to exact locations or issues, attach photos, and test how updates appear on a mobile device at the jobsite.
Keep the combined project, sheet and user counts within Basic’s allowance. Five users can coordinate real work, but reporting, exports and advanced forms require a paid tier. Agree on who closes tasks and how field changes are checked against the current plan revision.
