Overview
The Fieldified App supports field operations on iOS and Android.
Primary navigation includes:
- Home.
- Schedule.
- Timesheet.
- Search.
- Messages.
- More.
Press and hold the app icon to quick-launch Timesheet, Schedule, or Clock in/out.
Quick create
Select the + action to create:
- Client.
- Expense.
- Invoice.
- Job.
- Quote.
- Request.
- Task.
Available choices follow user permissions.
On visit and assessment pages, the quick-create action becomes a camera for capturing work photos directly.
Home
Home includes:
- Today’s map and upcoming appointments.
- Admin workflow to-do items.
- Product and workflow discovery.
- More, Activity, and Messages navigation.
See Home in the Fieldified App.
Schedule
Use day, week, list, three-day, and map views for visits, tasks, events, and assessments.
See Schedule in the Fieldified App.
Timesheet
Timesheet shows today’s tracked time, general clock-in/out, visit timers, categories, notes, and editable entries.
Past time can be reviewed, while current-day controls start or stop timers.
See Timers and Timesheets in the Fieldified App.
Search
Search displays the most recently updated records and can find:
- Client name or phone.
- Address.
- Custom-field value.
- Line item.
- Request title.
- Quote, job, or invoice number.
- Subject or description.
- Notes.
- Transaction number.
Filter by clients, requests, quotes, jobs, invoices, and record status. Search results follow permissions.
Messages
Messages displays two-way client conversations.
- Unread counts appear on the icon.
- Search by client or phone number.
- Start a conversation with a known or new number.
- Open linked appointments, quotes, or invoices.
- Mark a conversation unread.
- Open the client profile.
Unknown numbers display as Unknown until connected to a client.
Rewrite customer-facing content with AI
Use Rewrite to make entered text:
- Cheerful.
- Casual.
- Professional.
- Shorter.
Rewrite is available in customer-facing request, quote, job, invoice, receipt, and delivery-message fields.
More
More provides:
- Apps and integrations.
- Payments.
- Support and Help Center.
- Referrals.
- Product updates.
- App and device information.
- Subscription and account switching.
- Logout.
App settings include:
- User profile.
- Company details.
- Location-timer preferences.
- Saving captured photos to the device.
- Schedule-change notifications.
- New-request notifications.
- Client-message notifications.
- Quote-view notifications.
- Active-timer lock-screen display.