Start with the Fieldified Help Center when you need guidance. Search for the feature or workflow you are working on, then open the article that matches your task.
How to get in touch
Use the support path that best matches the question:
- Help Center: Search for product guides and workflow articles.
- In-app help: Sign in at app.fieldified.com/login and open the record or page you need help with.
- Fieldified AI: Ask AI product questions or workflow questions from the app.
- Live support: Start a chat from inside Fieldified when your team needs direct help.
- Email support: Use your Fieldified support contact for detailed questions, files, or follow-up.
- Phone or booked call: Use request a demo or your Fieldified success contact when you want a walkthrough.
- Website: Visit fieldified.com for product information.
Via the Help Center
The Help Center is where you can search for articles by feature, workflow, role, or category.
Use the Help Center when:
- You are learning a workflow for the first time.
- You need a step-by-step article.
- You want to share instructions with another team member.
- You want to compare how related features work together.
From Fieldified, open help from the support or question mark area so article suggestions can match the page you are already using.
Via live chat
Use live chat when you are signed in and need help with a record, workflow, or setup question.
Start with Fieldified AI for quick product help. If you need a support team member to look deeper, choose the connect-with-support option and include the context listed below.
Use chat for:
- Product support.
- Workflow questions.
- Setup questions.
- Billing or subscription questions.
- Troubleshooting with screenshots or diagnostics.
Chat with Fieldified AI
Fieldified AI can answer product questions, help explain workflows, and guide you to the right part of Fieldified.
Helpful prompts include:
- “How do I convert a request to a quote?”
- “Where do I create a checklist?”
- “How do invoice reminders work?”
- “Show me where to manage team permissions.”
If AI answers your question, use the feedback controls so the response can improve over time.
How to chat from the mobile app
From the mobile app, open the support area and start support chat. Use this when a fieldworker needs help with schedules, visits, timers, notes, checklists, invoices, or payments while away from the office.
Send device diagnostics
Support may ask for device details when troubleshooting mobile issues.
From the mobile app support area, copy device diagnostics and paste the full details into your support conversation. Diagnostics should include:
- App version.
- Device model.
- Operating system.
- Network type.
- Connection status.
Via email
Use email when the issue needs attachments, longer context, or follow-up after a chat. Include screenshots, screen recordings, record links, and the steps you took.
Via phone or booked call
Use a booked call when your team wants guided setup, training, onboarding, or a workflow walkthrough. Start from fieldified.com/request-demo or your Fieldified success contact.
Grant support access
When support needs to review your account directly, an Admin can approve access. This keeps sensitive client, billing, and team information protected.
When granting access, confirm:
- Who requested access.
- Why access is needed.
- Which account or record needs review.
- When the support session is complete.
What to include when asking for help
When possible, include:
- The page or record you were working on.
- The action you expected to happen.
- What happened instead.
- Any error message you saw.
- Your browser, device, and whether the issue happens for other team members.
- Screenshots, recordings, or diagnostics when relevant.