Field Guide

Create your first site report

From sign-in to a finished report in your inbox: eleven steps that take about ten minutes on your first visit, and about two on every visit after.

ArchitAI Field + Cloud

Get Started
01

Sign in

Sign in with the same account you created on ArchitAI Cloud. One account works across Field and Cloud.

Step 1: Sign in
02

Create a project

In the dashboard, tap New Project. A project is simply a folder: it holds all the field reports for one job site.

Step 2: Create a project
03

Enter the project details

Give the project a name, a number and the site address, then tap Create Project.

Step 3: Enter the project details
04

Open the project and start a report

With the project open, tap New in the Reports tab. Every report you create from here files itself into this project.

Step 4: Open the project and start a report
05

Name it and pick a template

Enter the report information, it can match the project, and choose the format: a standard field report, a punch list or a safety inspection. The template shapes how your notes are structured.

Step 5: Name it and pick a template
06

Meet the observation card

Each section of the report is basically a paragraph. Add as many photos as you want to a section, they stay with that paragraph in the final report.

Step 6: Meet the observation card
07

Capture the photos

Tap Add Photo and the camera opens. Tap Add Photo again inside the camera to capture several shots in a row; Done attaches them all to the section.

Step 7: Capture the photos
08

Speak your observations

Tap Speak Note and talk. Your words are transcribed instantly into the section, in order, next to the photos they belong to.

Step 8: Speak your observations
09

Add a section per finding

Repeat for every observation as you walk the site: new section, photos, a spoken note. Each finding stays grouped with its own evidence.

Step 9: Add a section per finding
10

Generate the report

When all sections are added, tap Generate Report. Your raw notes and photos become professional report language, and the draft stays fully editable.

Step 10: Generate the report
11

Email it to your inbox

Open the preview and tap Send Email. The finished, branded report lands in your inbox before you leave the site, and it is already synced to your team's Cloud workspace.

Step 11: Email it to your inbox

Your next site visit could write itself

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