Summary
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 start to finish or jump to the part you need.
Key Points
Browse over 400 step-by-step articles in our online Help Center
Watch over 160 short how-to videos (most under 4 minutes) on our YouTube channel
Message us anytime through Intercom — we typically reply in 2–3 minutes
Welcome
Welcome to the Fieldwork Help Center. This guide was written to help new users get comfortable with the Fieldwork Online System (browser) and the Fieldwork Mobile and Fieldwork Office apps.
Where to Find Help
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 give you a visual, step-by-step walkthrough 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.
How This Guide Is Organized
The guide follows the order we recommend for learning Fieldwork:
Start with the Dashboard and Settings
Enter your company information
Add your employees (users) to the system
Continue through basic configuration
Finish with a step-by-step walkthrough of the mobile app
Note: Not every feature is covered in the Getting Started Guide, and screenshots may look slightly different from your account or mobile app.
About Your 14-Day Free Trial
During your free trial, you have access to everything in the Pro plan except texting. As you explore, take note of the features you use most — that will help you choose the plan that best fits your business.
Questions?
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
→Summary
Our Getting Started Guide assists you through managing your Fieldwork account from setting up the browser to using the mobile app.
Key Points
Use our online Help Center to view over 400 help articles
Use our YouTube channel to view over 160 YouTube videos
Use our Intercom messaging service to communicate with us online
Hello,
Welcome to our Help Center.
This Getting Started Guide was written to assist new users in using the Fieldwork Online System (browser) and the Fieldwork Mobile & Fieldwork Office apps.
The Fieldwork Help Center has over 400 articles with step-by-step instructions, screenshots and videos that address specific tasks and offer insights on how to best use Fieldwork.
You can find the table of contents to our Help Center at: https://intercom.help/fieldwork.
We also have over 160 YouTube videos that offer a visual step-by-step guide to individual features and most videos are under 4 minutes. Find a list of these videos in our Help Center at: Our videos sorted by Fieldwork component. Click the name of a video and it will take you to YouTube.
The easiest way to ask us questions is through Intercom. This is the circle with a smiley face in the bottom-right corner of your browser. Click it and type your question there. Everybody here will see your message and we typically respond within 2-3 minutes.
After you click the smiley circle the Intercom interface appears. To type a message click your mouse where it says Send a Message and start typing. To send an attachment, such as a screen shot, click the paper clip.
This Getting Started Guide is arranged in the way you should start learning Fieldwork - meaning you should learn about the Dashboard and Settings first, and then how to enter your company information, followed by getting your employees (users) into the system and so forth. After doing some basic configuration the Guide will take you through step-by-step in the mobile app.
The bottom of each article in the Getting Started Guide contains a link to take you to the next page in the guide.
Note Not all features are explained in Getting Started Guide.
Screenshots may look different than your account or mobile app.
The 14-day Free Trial
During your 14-day free trial you have access to everything that’s in the Pro plan except texting. As you use Fieldwork think about the features you want as that will help you select the plan that best fits you.
If you have any questions give us a call at 1-800-992-6339, or click the Intercom logo in the bottom-right corner of your browser and type a question to us. Our normal business hours are Monday through Friday 8am to 5pm Central time.
Continue on to Fieldwork Dashboard and Settings