Use Settings to establish the shared rules, identity, access, and client experience for your Fieldified account.
Open Settings to work in the application.
Business Management
Set up the information and reusable data that shape daily operations.
- Create Rules for Repetitive Workflows
- Configure Company Defaults
- Configure Tax Rates and Groups
- Shape Your Public Business Identity
- Add Business-Specific Data Fields
- Set Your Operating Hours
- Manage Your Product and Service Catalog
- Configure and Record Chemical Applications
Team Organization
Control employee access, workflow defaults, and route planning.
- Add and Manage Team Members
- Set Up Roles and Access
- Configure Scheduling and Work Defaults
- Set Route Planning Preferences
- Plan an Efficient Daily Route
Client Hub
Prepare the secure self-service experience used by your clients.
- What Clients Can Access in the Portal
- Prepare the Client Portal
- How Referral Links Appear in the Client Portal
- Client Guide to Using the Portal
Recommended setup order
- Complete company, tax, identity, hours, and catalog settings.
- Add team members and assign the required access.
- Configure work defaults and route planning.
- Prepare and preview the client portal.
- Test the complete client-to-payment workflow before rollout.