Getting Started Guide
Welcome to Fieldwork! Start here to get a tutorial for the Online Browser and the Mobile Apps
By Beau and 2 others3 authors43 articles
Why Fieldwork?Powerful field service software, backed by free, no-contract support from real people.
Getting Started - Create a New Fieldwork AccountA new Fieldwork Account begins with a two-week free trial
Getting Started - Logging In and Accessing FieldworkSign in to access your Fieldwork account
Getting Started - Welcome to FieldworkYour starting point for learning Fieldwork and using our Help Center
Getting Started - Company InformationThis is the primary settings for your company
Getting Started - Add a New CustomerCreating a customer is a two-step process: billing information, then location information
Getting Started - Users & RoutesUsers are employees you give access to Fieldwork
Getting Started - EstimatesEstimates are saved in the customer's account
Getting Started - Work OrdersA Work Order specifies the parameters for the work to be performed at a service location.
Getting Started - Work PoolA Work Pool is your To-Do list; it contains unscheduled appointments
Getting Started - CalendarUse the Calendar to manage your appointments and routes
Invoices - getting startedEverything in the Invoice comes from the Work Order
Getting Started - PaymentsHow to apply payments from your customers to their open invoices.
Getting Started - Fieldwork Dashboard and SettingsHow to find your way around the Fieldwork browser
Getting Started - Fieldwork HQ Timesheet for Admin UsersHow Admin users manage employee time entries — corrections, manual entries, and printing.
Getting Started - Fieldwork HQ Timesheet Feature for End-UsersHow to track your labor hours — clocking in and out and logging breaks.
Getting Started - User Account Security Settings2FA - Two-Factor Authentication
Mobile App - Getting StartedWhere to install the app and how to log in
Mobile app - menu settingsTechs use the mobile app to enter information in each Work Order
Mobile app - opening and viewing a Work Order
Mobile app - Invoice and accepting paymentAdd additional Services and collect payment
Mobile app - Service instructions, Location note and PDF forms
Mobile app - Notes, Environment, Recommendations and Conditions
Mobile app - Material use
Mobile app - Photos
Fieldwork Office app - DevicesHow to scan QR codes, add materials, captures and evidences
Mobile app - UnitsInspections specific to each unit within a building or structure
Mobile app - Diagram
Mobile app - Signatures and finishing the Work Order
How to review a mobile app Work OrderWe're new to Fieldwork and need to review the tech's work before sending an Invoice to a customer
Fieldwork Office - Getting Started GuideWhere to install the app and how to log in
Fieldwork Office - OverviewA brief introduction
Fieldwork Office - Calendar > Add NewAdd a Work Order, Customer, Task or Estimate from the Calendar
Fieldwork Office - Completing a Work Order
Fieldwork Office - Calendar, viewing other routesAdmins and those who have 'Reports to' routes can view other routes and Work Orders
Fieldwork Office - Menu > CustomersView, edit and add customers
Fieldwork Office - Menu > TasksCreate, view and filter Tasks
Fieldwork Office - Menu > InvoicesView, filter, print and email Invoices
Fieldwork Office - Menu > EstimatesView, filter, print and schedule Estimates
Fieldwork Office - Menu > AgreementsView, filter and create Agreements
Fieldwork Office - Menu > Work OrdersView, filter and create Work Orders
Fieldwork Office - Menu > SettingsConfigure your app
Fieldwork Office - Download