Fieldified helps service businesses manage the full path from a new request to completed work. Your exact process may vary, but most teams use some combination of clients, requests, quotes, jobs, visits, invoices, payments, and reports.
Overview
Your workflow is the step-by-step progression of work from first client contact to payment. Some businesses use every step, while others skip steps depending on the service type. The building blocks are the same: clients, requests, quotes, jobs, invoices, and payments.
Use this article after basic account setup and advanced account setup so the core settings are ready before you practice the workflow.
Workflow in Fieldified
Step 1: Client
Open Clients.
The client record stores the customer, contact details, property addresses, billing context, notes, files, and related work history. Start here when you already know who the client is.
Step 2: Request
Open Requests.
Requests are the first workflow step for new work. They can be created internally, submitted by clients online, or generated from intake workflows. A request can include:
- Client and property.
- Work description.
- Requested date.
- Products and services.
- Internal notes and attachments.
- Assessment schedule.
Requests can be converted to a quote or job depending on the next step.
Step 3: Quote or bid
Quotes help clients understand scope, pricing, optional work, deposits, and terms. Use a quote when the client needs to review and approve work before it becomes a job.
Quotes can include:
- Products and services.
- Text sections.
- Optional line items.
- Images and attachments.
- Discounts and taxes.
- Required deposits.
- Client messages and contract terms.
Once approved, convert the quote to a job.
Step 4: Job
Open Jobs.
Jobs are confirmed work. A job holds the operational plan: schedule, team assignment, visits, instructions, checklists, notes, line items, expenses, labor, and invoices.
Jobs can be one-off or recurring. A visit is each scheduled time your team goes to the property to do work; the job is the full contract or work record.
Step 5: Invoice
Open Invoices.
Invoices bill the client for work. Create invoices from the invoice list, a job, a job visit, or a client record. Review:
- Subject.
- Invoice number.
- Issue date.
- Due date and payment terms.
- Products and services.
- Discounts and taxes.
- Deposits.
- Client message.
- Client view settings.
Step 6: Payment
Payments record money collected from the client. A full payment closes the invoice balance; partial payments reduce the balance while keeping the invoice active.
Track invoice status from Invoices and review receivables from Invoice Receivables Report.
Step 7: Reports
Open Reports.
Reports help you review what is working:
- Requests pipeline.
- Quotes conversion.
- Jobs performance.
- Visits.
- Invoice receivables.
- Products and services.
- Timesheets and labor.
- Expenses and reimbursements.
- Checklist compliance.
- Client re-engagement.
How to practice
Create a test client and run one sample workflow from request to quote to job to invoice. This helps admins confirm settings and gives the team a safe way to learn the system.
Practice both paths:
- Request > Quote > Job > Invoice > Payment
- Request > Job > Invoice > Payment
After practice, have each role repeat the part they are responsible for: dispatcher schedules, sales creates the quote, fieldworker completes the visit, billing sends the invoice, and owner/admin reviews reports.