Keeping employees—whether they're at the construction site or in the office—up to date can be a challenge, but a new field management system from Intellinote is designed to make that process easier.

An iPad view of the task management screen, with embedded images and forms integrated.
An iPad view of the task management screen, with embedded images and forms integrated.

The multidevice platform is designed to connect team members and stakeholders—both internal and external—and enable greater productivity through real-time updates and communication, says Intellinote CEO Tony Lopresti. Through the software, users can send files, take notes, create and assign tasks, or fill out forms all in one place and keep information accessible offline.

As a project management system, Intellinote allows companies to coordinate all facets of a project in one place, with the ability to track progress, manage tasks, and share relevant information with various participants, including vendors or clients. The field service management capability takes this one step further by serving as a collaborative hub for employees located in disparate locations, increasing visibility and efficiency, Lopresti explains.

Workflow is organized around different workspaces, he adds; each user can create their own workspace, with personalized notes and tasks, and new spaces can be created for each project. Within the workspace, different tasks can be created and assigned to the appropriate team member, who will then receive a notification of the task along with the due date and any included comments. That user can then respond directly through the system to ask questions, send files, or let their manager know when the task has been completed.

Map and geotagging functionality within the workflow helps track each project.

The software also includes a library for fillable PDF forms, which can be annotated or embedded with images or voice memos. Users also can pull data from previous forms to save time in the field. A signature field allows for contractors or clients to sign off on orders or actions directly on the device at the jobsite, Lopresti says.

Ultimately, the integration between all of the various functionalities is what creates a smoother working solution, he says, by providing real-time updates and communication in the field, automatically assigning tasks, and incorporating rich content—such as jobsite images—directly into the workflow.

To maximize ease of use and capability, Intellinote also integrates with other popular office tools, such as Salesforce, SurveyMonkey, and Quickbooks. Custom integrations can be created if a client uses a system that isn’t already compatible.