Fieldified Help Center
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Search clear, step-by-step guidance for setting up Fieldified and running every part of your field service workflow.
Search 186 Fieldified help articles.
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Learn Fieldified by workflow
Start here
Get Started
Set up your account, learn the core workflow, onboard each role, and find support.
- Get Started with Fieldified
- Admin or dispatcher: how Fieldified works for your role
- Business goals
- Company owner or admin: how Fieldified works for your role
- FAQ: frequently asked questions
- Fieldified AI receptionist
- Fieldified workflow overview
- Fieldworkers: how Fieldified works for your role
- First steps: advanced account setup
- First steps: basic account setup
- First steps: essential account setup
- How Fieldified works for different roles in a company
- How to get help
- Joining an existing Fieldified account
- Sales: how Fieldified works for your role
- Troubleshooting tips: how to help us help you
16 articles
Plan the day
Schedule
Coordinate visits, tasks, events, routes, reminders, and team assignments.
15 articles
Run the workflow
Work
Manage requests, quotes, jobs, invoices, expenses, timesheets, and reporting.
Work Overview
Requests
Quotes
- Adding text to quotes
- Advanced quote customization
- Advanced quoting tools
- Batch create quotes
- Converting a quote to a job
- Deposits on quotes
- Import quotes
- Line item images on quotes
- Markups on quotes
- Optional line items
- Quote approvals
- Quote basics
- Quote follow-ups
- Quote list page and key metrics
- Quote templates
- Quotes
- Salesperson performance
Jobs
- Arrival windows
- Checklists
- Create a one-off job
- Create a recurring job
- Google Analytics tracking for requests and bookings
- Google Business Profiles
- Import jobs
- Import jobs from Google Calendar
- Job basics
- Job costing
- Jobs
- Jobs list page and key metrics
- Online booking
- Snow removal workflow
- What if a job gets canceled?
Invoices, Payments, and Deposits
- Bad debt
- Batch create invoices
- Batch deliver invoices
- Client billing history
- Client view for invoices
- Collect payment on an invoice
- Deposits
- Discounts
- Import invoices
- Invoice basics
- Invoice reminders
- Invoice status
- Invoices
- Invoices list page and key metrics
- Payments
- Payments list page and key metrics
- Progress invoicing
- Set invoice payment terms
Work Settings
83 articles
Know your customers
Clients
Organize client records, properties, leads, tags, imports, and exports.
Overview
Client Management
Import or Export Clients
Properties
13 articles
Work from anywhere
Fieldified App
Use schedules, jobs, notes, timers, invoices, and client information in the field.
- Fieldified App overview
- Client Information in the Fieldified App
- Expenses in the Fieldified App
- Fieldified App basics
- Home in the Fieldified App
- Invoices in the Fieldified App
- Jobs in the Fieldified App
- Location timers in the Fieldified App
- Notes and Attachments in the Fieldified App
- Push notifications from the Fieldified App
- Quotes in the Fieldified App
- Requests in the Fieldified App
- Schedule in the Fieldified App
- Tasks in the Fieldified App
- Timers and Timesheets in the Fieldified App
- Two-way text messaging in the Fieldified App
16 articles
Keep clients informed
Client Communications
Configure email, text messaging, reminders, confirmations, and follow-ups.
Overview
Automated Texts & Emails
- Appointment Reminders for Assessments and Visits
- Client Message Delivery Checklist
- Configure Client Email and Text Templates
- Confirm Newly Scheduled Work
- Follow Up After Completed Work
- Manage Text Permissions Across Your Client List
- Send an Email from a Client Record
- Use Variables in Client Messages
16 articles
Grow the business
Marketing Tools
Build campaigns, referrals, reviews, social content, and your service website.
- Build a Client Referral Program
- Build and Follow a Marketing Action Plan
- Build Your Service Website
- Collect and Manage Client Reviews
- Connect a Custom Address to Your Website
- Create and Send Client Campaigns
- Publish Content to Social Channels
- Turn Completed Work into a Showcase
- Understand Marketing Results
9 articles
Configure Fieldified
Settings
Manage company defaults, team access, workflows, routes, taxes, and the client portal.
Overview
Business Management
Team Organization
18 articles
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