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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
40 articles in this collection
Written by
Mike Laverty
Why Fieldwork?
Fieldwork offers robust software and great customer service
Written by
Mike Laverty
Updated over a week ago
Creating a New Fieldwork Account
A new Fieldwork Account begins with a two-week free trial
Written by
Mike Laverty
Updated over a week ago
Logging In and Accessing Fieldwork
Log in to Fieldwork to access your account
Written by
Mike Laverty
Updated over a week ago
Getting Started Guide - Welcome to Fieldwork
Getting started using Fieldwork and our Help Center
Written by
Mike Laverty
Updated over a week ago
Fieldwork Dashboard and Settings - getting started
How to maneuver around the Fieldwork browser
Written by
Mike Laverty
Updated over a week ago
Company Information - getting started
This contains the primary settings for your company
Written by
Mike Laverty
Updated over a week ago
Adding a New Customer - getting started
Adding new customers is a two-step process: billing information and location information
Written by
Mike Laverty
Updated over a week ago
Users & Routes - getting started
Users are employees you give access to Fieldwork
Written by
Mike Laverty
Updated over a week ago
Estimates - getting started
Estimates are saved in the customer's account
Written by
Mike Laverty
Updated over a week ago
Work Orders - getting started
A Work Order contains the parameters of the work to be done at a service location
Written by
Mike Laverty
Updated over a week ago
Work Pool - getting started
A Work Pool is your To-Do list; it contains unscheduled appointments
Written by
Mike Laverty
Updated over a week ago
Calendar - getting started
Use the Calendar to manage your appointments and routes
Written by
Mike Laverty
Updated over a week ago
Invoices - getting started
Everything in the Invoice comes from the Work Order
Written by
Mike Laverty
Updated over a week ago
Payments - getting started
How to apply payments from your customers to their open invoices
Written by
Mike Laverty
Updated over a week ago
Mobile App - Getting Started
Mobile app - getting started
Where to install the app and how to log in
Written by
Mike Laverty
Updated over a week ago
Mobile app - menu settings
Techs use the mobile app to enter information in each Work Order
Written by
Mike Laverty
Updated over a week ago
Mobile app - creating a new Work Order
Create Work Orders in the mobile app while out of the office
Written by
Mike Laverty
Updated over a week ago
Mobile app - opening and viewing a Work Order
Written by
Mike Laverty
Updated over a week ago
Mobile app - Invoice and accepting payment
Add additional Services and collect payment
Written by
Mike Laverty
Updated over a week ago
Mobile app - Service instructions, Location note and PDF forms
Written by
Mike Laverty
Updated over a week ago
Mobile app - Notes, Environment, Recommendations and Conditions
Written by
Mike Laverty
Updated over a week ago
Mobile app - Material use
Written by
Mike Laverty
Updated over a week ago
Mobile app - Photos
Written by
Mike Laverty
Updated over a week ago
Mobile app - Devices
How to scan QR codes, add materials, captures and evidences
Written by
Mike Laverty
Updated over a week ago
Mobile app - Units
Inspections specific to each unit within a building or structure
Written by
Mike Laverty
Updated over a week ago
Mobile app - Diagram
Written by
Mike Laverty
Updated over a week ago
Mobile app - Signatures and finishing the Work Order
Written by
Mike Laverty
Updated over a week ago
How to review a mobile app Work Order
We're new to Fieldwork and need to review the tech's work before sending an Invoice to a customer
Written by
Mike Laverty
Updated over a week ago
Fieldwork Office App - Getting Started
Fieldwork Office - Getting Started Guide
Where to install the app and how to log in
Written by
Mike Laverty
Updated over a week ago
Fieldwork Office - Overview
A brief introduction
Written by
Mike Laverty
Updated over a week ago
Fieldwork Office - Calendar > Add New
Add a Work Order, Customer, Task or Estimate from the Calendar
Written by
Mike Laverty
Updated over a week ago
Fieldwork Office - Completing a Work Order
Written by
Mike Laverty
Updated over a week ago
Fieldwork Office - Calendar, viewing other routes
Admins and those who have 'Reports to' routes can view other routes and Work Orders
Written by
Mike Laverty
Updated over a week ago
Fieldwork Office - Menu > Customers
View, edit and add customers
Written by
Mike Laverty
Updated over a week ago
Fieldwork Office - Menu > Tasks
Create, view and filter Tasks
Written by
Mike Laverty
Updated over a week ago
Fieldwork Office - Menu > Invoices
View, filter, print and email Invoices
Written by
Mike Laverty
Updated over a week ago
Fieldwork Office - Menu > Estimates
View, filter, print and schedule Estimates
Written by
Mike Laverty
Updated over a week ago
Fieldwork Office - Menu > Agreements
View, filter and create Agreements
Written by
Mike Laverty
Updated over a week ago
Fieldwork Office - Menu > Work Orders
View, filter and create Work Orders
Written by
Mike Laverty
Updated over a week ago
Fieldwork Office - Menu > Settings
Configure your app
Written by
Mike Laverty
Updated over a week ago