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How Fieldsmith works, in plain language. Still stuck? Get in touch. We read every message.
Getting started
What Fieldsmith is and how it's laid outThe short version of what the app does and where everything lives.Setting up your business detailsYour name, phone, and address: the things that show up on every invoice a customer sees.How you price workThree ways to price a job (by the hour, a price per job, or a price book) and how to pick one.Adding your first customerGet one customer in so you have someone to book work for.Scheduling your first jobBook a visit: customer, date, time, and what you're doing.Sending your first invoiceFinish a job, check the bill, send it.Turning on paymentsLet customers pay an invoice by card or bank transfer instead of chasing a check.Finishing the setup checklistWhat the checklist on your dashboard is asking for, and why each one matters.
Jobs and scheduling
The Jobs tab: List, Calendar, your day, and proposalsFour ways to look at the same work: a list, a calendar, today in order, and the proposals that aren't jobs yet.Creating and editing a jobWhat goes on a job, and what changing it affects later.Job statuses, and what completing a job doesThe four states a job can be in, and why 'complete' is the one that matters.Your day in orderToday's stops in time order with the drive between them, and a map when you want one.Moving a jobRescheduling, and what it does to the invoice.Recurring jobsSet work to repeat, and the next one books itself when you finish.Putting someone on a jobAssigning work, and what happens if you don't.The Dispatch boardThe day laid out by who's doing what.Drive times and directionsHow Fieldsmith works out the drive between your stops.Photos on a jobBefore-and-after shots, and where they end up.
Customers
Crew
Adding crew membersGet someone on the team so you can put jobs on them.Solo or crew: what changesHow Fieldsmith rearranges itself depending on whether you work alone.Inviting crew to their own loginGive someone their own way in so they can check their own day.What crew can and can't seeThe short answer: their work, not your money.
Invoices
How an invoice is built from a jobWhere every line on the bill comes from, and what you can change.Emailing an invoiceSending a bill, and what to do when it doesn't arrive.What your customer sees when you send a billThe page on the other end of the link, and how they pay from it.Creating an invoice yourselfFor work that never was a job.Invoicing automatically when a job is doneDraft, send, or off, and why new accounts start on draft.Texting an invoiceFieldsmith can text a customer their bill, but only if they said yes.Payment remindersNudging an unpaid invoice without having to remember.Marking an invoice paid yourselfFor cash, cheques, and anything that didn't come through Fieldsmith.Why an invoice still says unpaidThe customer says they paid. Here's what to check.The customer says they never got itWhere invoice emails usually end up.
Payments and money
Connecting Stripe: what it asks forThe setup that lets you take card and bank payments, and the seven-day wait on your first payout.What Fieldsmith's payment fees areOne fee per payment, all in: 3.2% + 30¢ on cards, 1% capped at $20 on bank.Card or bank: what each one costsBoth are on every invoice. The difference matters most on big jobs.The Money pageWhat's come in, what's on its way to your bank, and what you're still owed.How often money reaches your bankDaily or weekly, and the seven-day wait on a new account.Instant payoutsMoney in minutes instead of days, for a fee.Moving money to your bankPaying yourself out before the schedule comes round.Venmo, Cash App, PayPal, and ZellePut your handles on invoices, with a code customers can scan.Refunding a customerRefunds happen in your Stripe dashboard. Here's how.When a payment looks wrongAnything about money is worth asking about rather than guessing at.
Proposals and projects
Creating a proposalQuote a job, send it for signature, and turn the signed version into work.Sending a proposal for signatureThe link, what happens when they open it, and chasing a quiet one.What your customer sees when they signThe signing page, and what it asks them for.Taking a depositMoney up front, credited against the invoice later.Turning a signed proposal into workOne job by default, or split it across several visits.Which price ends up on the invoiceThe one they signed. Not your hourly rate, not a recalculation.
Booking and requests
Settings
What shows on an invoice, and where to change itYour name, phone, address, and logo are what a customer sees. Here's where each one comes from.Your name, email, and passwordThe bits that are about you rather than your business.Pricing, tax, and invoice defaultsOne screen for every number that ends up on a bill.Seeing your jobs in your phone's calendarSubscribe once and your schedule shows up alongside everything else.Payments settingsCard and bank payments, plus your other payment handles.Your planWhere your subscription lives.Closing your accountThirty days to change your mind, then it's gone for good.
On your phone
Getting Fieldsmith on your iPhoneThe app, and what it adds over using the website.The Next Job widgetWhere you're going next, without unlocking your phone.Today at a Glance and Money OwedThe other two widgets: how the day looks, and what you're owed.The live card on your lock screenYour next stop, updating itself as the day moves.NotificationsWhat Fieldsmith buzzes you about, and when.When you've got no signalWhat still works in a basement, and what has to wait.