Getting Started Guide

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

Mike Laverty avatar
40 articles in this collection
Written by Mike Laverty

Why Fieldwork?

Fieldwork offers robust software and great customer service
Mike Laverty avatar
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
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Logging In and Accessing Fieldwork

Log in to Fieldwork to access your account
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Getting Started Guide to Getting Started

Getting started using Fieldwork and our Help Center
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Fieldwork Dashboard and Settings - getting started

How to maneuver around the Fieldwork browser
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Company Information - getting started

This contains the primary settings for your company
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Adding Customers - getting started

Adding customers is a two-step process: billing information and location information
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Users & Routes - getting started

Users are employees you give access to Fieldwork
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Estimates - getting started

Estimates are saved in the customer's account
Mike Laverty avatar
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
Mike Laverty avatar
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
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Calendar - getting started

Use the Calendar to manage your appointments and routes
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Invoices - getting started

Everything in the Invoice comes from the Work Order
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Payments - getting started

How to apply payments from your customers to their open invoices
Mike Laverty avatar
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
Mike Laverty avatar
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
Mike Laverty avatar
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
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Mobile app - opening and viewing a Work Order

Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Mobile app - Invoice and accepting payment

Add additional Services and collect payment
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Mobile app - Service instructions, Location note and PDF forms

Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Mobile app - Notes, Environment, Recommendations and Conditions

Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Mobile app - Material use

Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Mobile app - Photos

Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Mobile app - Devices

How to scan QR codes, add materials, captures and evidences
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Mobile app - Units

Inspections specific to each unit within a building or structure
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Mobile app - Diagram

Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Mobile app - Signatures and finishing the Work Order

Mike Laverty avatar
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
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago