Getting Started Guide

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

By Beau1 author13 articles

Getting Started - Welcome to FieldworkYour starting point for learning Fieldwork and using our Help Center

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 - Fieldwork DashboardHow to find your way around the Fieldwork browser

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

Getting Started - InvoicesEverything in the Invoice comes from the Work Order

Getting Started - PaymentsHow to apply payments from your customers to their open invoices.