We recommend that you use Google Chrome as your browser while using Fieldwork.
Summary
The Dashboard gives you a high level view of the business side to your business.
Key Points
Must have Administrator role to see the Dashboard
Select the Widgets you want to see or hide
The Navigation bar takes you to specific areas and Settings
Dashboard
Administrators will see the Dashboard after logging in to Fieldwork. Click the Widgets button to toggle show/hide which Widgets you want to view in your Dashboard.
Here you can see a snapshot of income, sales, accounts receivable, estimates, stats, marketing, recent activities, missed appointments, overdue Invoices, Tasks and Service Agreements.
For missed appointments and overdue Invoices view the entire list by clicking the View List button in the upper-right corner of each.
Navigation bar
The way you get around Fieldwork is mostly done from the Navigation bar. The Navigation bar runs along the top of the browser. Users with rights other then 'Admin' will not have access to all. Here you will have menu shortcuts for:
Dashboard
Customers
Calendar
Sales-Renewal Notice
Sales-Agreements
Sales-Estimates
Sales-Work Orders
Sales-Invoices
Sales-Payments
Sales-Statements
Sales-Tasks
Marketing
Reports
Search
Branch
Settings
Inbox
Event Alerts
Release Notes
Log out
Also watch this Dashboard overview video.
Settings
To manage Fieldwork you will go through the Settings. This is where you will set up everything to get the system to run the way you want it to run. To access the Settings, click the little Gear icon in the upper-right corner of the Dashboard.
A drop-down list of settings appears. Settings are arranged in four areas: Company Setup, Pest & Material Settings, Device & Trap Settings, and Unit Settings, which is available in the Pro Plan only.
Each of these settings is discussed later in this guide.
Continue on to Company Information - getting started