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 see other routes

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