This Getting Started Guide walks new users through setting up and using Fieldwork — from the online system in your browser to the mobile apps in the field. It's arranged in the order we recommend learning the software, so you can follow it from start to finish or jump to the part you need.

Welcome to the Fieldwork Help Center. This guide helps new users get comfortable with the Fieldwork Online System (browser) and the Fieldwork Mobile and Fieldwork Office apps.

Help Center articles — Over 400 articles with step-by-step instructions, screenshots, and videos cover specific tasks and best practices. Browse the full table of contents at intercom.help/fieldwork.

Video guides — Over 160 YouTube videos provide visual, step-by-step walkthroughs of individual features, most under 4 minutes. Find them in our videos sorted by Fieldwork component — click a video name to watch it on YouTube.

Live messaging (Intercom) — The easiest way to reach us is the smiley-face circle in the bottom-right corner of your browser. Click it, click where it says Send a Message, and start typing — to attach a screenshot, click the paper clip. Everyone on our team sees your message, and we typically respond within 2–3 minutes.

The guide follows the order we recommend for learning Fieldwork:

Note: Not every feature is covered in the Getting Started Guide, and screenshots may look slightly different from your account or mobile app.

During your free trial, you have access to everything in the Pro plan except texting. As you explore, note the features you use most—that will help you choose the plan that best fits your business.

Give us a call at 1-800-992-6339, or click the Intercom icon in the bottom-right corner of your browser and type your question. Our normal business hours are

Monday–Friday, 8 am–5 pm Central.

Continue on to Fieldwork Dashboard and Settings