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Getting Started Guide
Getting Started Guide

Welcome to Fieldwork! Start here to get a tutorial for the Online Browser and the Mobile Apps

Beau O'Hara avatar
1 author42 articles
Why Fieldwork?Fieldwork offers robust software and great customer service
Creating a New Fieldwork AccountA new Fieldwork Account begins with a two-week free trial
Logging In and Accessing FieldworkLog in to Fieldwork to access your account
Getting Started Guide - Welcome to FieldworkGetting started using Fieldwork and our Help Center
Fieldwork Dashboard and Settings - getting startedHow to maneuver around the Fieldwork browser
Company Information - getting startedThis contains the primary settings for your company
Adding a New Customer - getting startedAdding new customers is a two-step process: billing information and location information
Users & Routes - getting startedUsers are employees you give access to Fieldwork
Estimates - getting startedEstimates are saved in the customer's account
Work Orders - getting startedA Work Order contains the parameters of the work to be done at a service location
Work Pool - getting startedA Work Pool is your To-Do list; it contains unscheduled appointments
Calendar - getting startedUse the Calendar to manage your appointments and routes
Invoices - getting startedEverything in the Invoice comes from the Work Order
Payments - getting startedHow to apply payments from your customers to their open invoices
Fieldwork New Dashboard and Settings - getting startedHow to maneuver around the Fieldwork browser