Getting Started Guide
Welcome to Fieldwork! Start here to get a tutorial for the Online Browser and the Mobile Apps
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
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 - creating a new Work OrderCreate Work Orders in the mobile app while out of the office
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