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What's new: the September 2026 release. Market Area logos on generated PDFs, plus fixes across Progress Billing, Purchase Orders, Scheduling, and the mobile app. August brought Scheduling, Market Areas, and Users and Crew Members.

September release notes August release notes

Field Notes (Mobile)

  • Updated

User Personas: Project Manager| Field User

The Field Notes tool provides a streamlined way to relay information between the field and the office. Field users on the eSUB Fusion mobile app can quickly upload and tag job site images to document progress, issues, delays, safety protocols, material shipments, and anything else your business needs. Office users can review and respond to Field Notes to keep operations running smoothly.

To perform the actions in this article, you need the Field Notes - General Permissions and Share permissions. See Set Up User Permissions for more guidance.

This article covers the mobile component of Field Notes. For the web component and additional details, see: Field Notes.

Use the links below to jump to a topic:

View and Manage the Field Notes Log

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The Field Notes tool from the Project's Home Screen.
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Each Field Note entry shows the note, tags, and media thumbnails.

From the Project Home Screen:

  1. Select a project from the project list, then select Field Notes
  2. Use the All and Mine tabs, the search bar, and the filter button to refine the list
  3. Select a Field Note to view it

Offline Storage of Documents

eSUB Fusion stores up to 1,000 documents created or modified in the last 90 days on your device. The download symbol shows which documents are available in offline mode. This limits the amount of storage the app uses and keeps it running smoothly.

Log Features on Mobile

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Filter and sort options for the Field Notes log.

 
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Filter Field Notes by author.

 

Search, sort, and filter the log

  1. Use the search bar at the top of the page to enter your search criteria
  2. Use the filter button next to the search bar to configure filtering and sorting, including filtering by author

See Navigating Through the eSUB Fusion Interface on Mobile for more guidance.
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Composing a Field Note email.

 
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Selecting recipients for a Field Note email.

 

Email documents

  1. Select the Field Note to view it, then select Email on the actions button
  2. Choose recipients, compose the email, then select the send button

See Emailing Documents on Mobile for more guidance.
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A Field Note with a note, media, and tags applied.

Create Field Note

From the Field Notes log:

  1. Select Add on the actions button
  2. Enter a note, then add media, Keywords, and Location Tags as desired (see below)
  3. Select the checkmark when finished

Field Note Features

Media. Snap photos and videos or upload them from your device library. You can also add text and freehand markups to images in the mobile app. See Document Media & Attachments on Mobile for more guidance.

Notes. Use the Notes field to lend more context to the Field Note.

Keywords. Keywords are tags that categorize the Field Note or bring attention to issues on the job site. Your administrator can add new Keywords to your account as needed.

Location Tags. Location Tags identify a specific area within the job site, such as 6th Floor, Room 121, or Rooftop. Enter them on the fly while creating a Field Note; once created, a Location Tag can be reused across the project. See Applying Keywords and Other Tags to Documents on Mobile for more guidance.
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 Use Keywords to flag potential issues quickly, and Location Tags to pinpoint exactly where your photos and videos were taken.
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Add Media to a Field Note

While creating or editing the Field Note:

  1. Use the media icons on the note: the gallery icon selects media from your device’s gallery, the camera icon snaps a live photo, and the video icon captures a live video
  2. Select the checkmark when finished
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 Attachments (e.g. PDF files) are currently only able to be added to documents via the web, but they may be viewed on the mobile app.
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 There is no limit to the quantity of media that can be added to a Field Note.

Add a Markup to an Image

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Delete and Markup options when selecting an image.

 

  
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Color, Undo Markup and Undo Text Options.
  
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Color and size options when entering text.

While creating or editing the Field Note:

  1. Select the thumbnail of the media to view it in full screen, then select Markup
  2. Freehand markup: select your desired color, then use a finger to draw on the image. Select Undo Markup to remove the last markup
  3. Text markup: double tap the image where you would like the text to appear, select your desired text color and size, enter your text, and select Save. Select Undo Text to remove the last text markup
  4. Select the checkmark when finished

See Document Media & Attachments on Mobile for more guidance.
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Editing a Field Note.

Edit Field Note

From the Field Notes log:

  1. Select a Field Note to view it, then select Edit on the actions button
  2. Make the desired changes
  3. Select the checkmark when finished

Delete Field Note

Field Notes can only be deleted via the web interface. See the Field Notes article for more guidance.

Frequently Asked Questions

To view FAQs related to Field Notes and all other tools, see Frequently Asked Questions (FAQ).

See also: Navigating Through the eSUB Fusion Interface on Mobile

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