FieldCRM

Connect your workspace

Enter your Cloudflare Worker URL and Smartsheet token, then the exact names of each sheet.

Active jobs
Quotes pipeline
All Enquiries tab
Sales dashboard
In FSAG Control Docs
Sheet prefix for cost data (e.g. "PCS")

Cloudflare Worker setup (one-time)

1
Cloudflare → Workers & Pages → Create Worker → name it fieldcrm-proxy → Deploy
2
Edit code → paste contents of worker.js → Deploy again. Worker must forward GET and PUT methods to Smartsheet API.
3
Copy Worker URL and paste above
Flooding Solutions | Project Dashboard
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RM
Project Dashboard
People
Quotes -
Jobs -
Materials
Dispatch
Progress Jobs
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Enquiries
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Retention
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Purchase Orders
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Install Retention Complete
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Retention
TechnicianScheduledStatusJobSite / Location
RemindersView all
No upcoming
Add date columns to WIP sheet
Announcements
FieldCRM connectedHover over sidebar icons to access sub-sections.
Retention jobsHighlighted in orange throughout the system.
People
Customers -
Suppliers -
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Quotes / Enquiries
All Enquiries -
Progress Quotes -
Complete Quotes -
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Jobs / WIP
Progress Jobs -
On Hold -
Retention Jobs -
Completed Jobs -
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Materials
Purchase Orders -
All Records -
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Dispatch Board
Tap any pin or row to view job
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Tasks Next steps from all active jobs
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Settings
Manage your account, team members, and app configuration.
My Account
Your profile and password
RM
Roshan Miskin roshan@floodingsolutions.com.au
Admin
Change PasswordUpdate your login password
Smartsheet ConnectionManage your API credentials
Team Members
Add, edit or remove users
Role Permissions
What each role can access
Feature Admin Coordinator Field
Developer / Connection
Reset your Smartsheet API connection
Disconnect SmartsheetClears your Worker URL and API token — app login is unaffected
Sign OutEnd your current session
Jobs / Job Detail
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Details
Project Overview
Gantt Chart
Summary
Info
Status
Logs
Actual Cost vs Invoiced Value to Date
Actual Cost vs Estimated Cost
Cost Breakdown
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Photos
Take / add photo
Activity
Schedule
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Key Details
Description
Notes
Key Details
Current Status
Status History
Next Steps
Activity Log
Overview
Claims
Orders
Claims
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Purchase Orders — from Purchase Order Register
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Detail
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