Introduction
Dashpivot makes it easy to complete, manage, and store field survey reports across your projects. Record surveyor findings on the mobile app, mark up PDF drawings, attach photos with GPS location and tags, and have every report automatically synced and managed — no paper forms or spreadsheets required.
How it works
Key Features
Align your field reports across your team and workforce
Access and fill out field reports on site using the Dashpivot mobile app (also available for tablets) — even when offline
Attach photos on the spot while filling out the form in the app
Capture details on photos taken such as GPS location, tags and description
Automatically generate a register of all your field reports
Quickly filter and find report records
Easily see how many reports were completed over a specified time period, e.g. last month
Best Practices
Use list fields where applicable (e.g. area, zone) to make it easy to find records later via the register view, and filter by list items on any analytics charts
In the template settings, sort forms by the date on the form (not the creation date)
In the template settings, set the form thumbnail to display the zone or area of the inspection if working on a large site
Use photo fields where appropriate
Use sketch fields where appropriate
Getting started
You can access a free survey field report template from Dashpivot's Template Library. Go to Templates > Add Template > Browse free templates.
You can also generate a custom field survey report template using Storm AI Templates. Go to Templates > Add Template > Build with Storm, then describe the template you need in the prompt field — for example:
"Field survey report for recording surveyor findings on site, including photo field with GPS location and tags, sketch field, list fields for area and zone, and sorted by report date."
Select Generate, then click Build. You can also use the voice recorder to dictate your prompt instead of typing.
FAQs
Can I complete field survey reports on site with Dashpivot?
Yes. The Dashpivot mobile app (iOS and Android) lets you fill out field survey reports directly on site, attach photos with GPS location and tags, and sync records automatically — even when offline.
Can I mark up PDF drawings in Dashpivot?
Yes. The mobile app lets you mark up and annotate any PDF drawings attached to your field survey report directly on site.
Can I track how many field survey reports have been completed?
Yes. Dashpivot automatically generates a register of all reports. You can filter by date range, area, zone, or other list fields, and view completion counts over any time period.
Does Dashpivot have free field survey report templates?
Yes. Go to Templates > Add Template > Browse free templates to access a ready-to-use survey field report template.
Can I generate a custom field survey report template?
Yes. Use Storm AI Templates to describe the template you need and automatically build it — go to Templates > Add Template > Build with Storm.