Getting started
Set up your Company, team, services, and first day of work.
- Set up your Company
- Invite your team and assign roles
- Secure your Fieldiz account
- Choose your Fieldiz language
Clear, practical answers for running your day in Fieldiz.
Search by area code, activate a Company line, and complete messaging registration.
Turn approved work into a clear job with an arrival window and assigned technician.
Build a multi-item estimate, collect approval, and convert it without retyping the scope.
See assigned work, contact customers, navigate, document the job, and update status.
Add the business details that appear across Fieldiz, customer documents, and schedules.
Qualify, assign, contact, and convert a service request without losing its history.
Set up your Company, team, services, and first day of work.
Capture every request, keep consent clear, and move good leads forward.
Create jobs, plan arrival windows, dispatch technicians, and track progress.
Price work clearly, collect approval, invoice, and keep document status visible.
Connect payments, record collections, and understand job costs.
Manage business numbers, calls, recordings, texts, email, and consent.
Publish lead forms and let repeatable follow-up happen automatically.
Control permissions, notifications, marketing sources, maps, and connected tools.
Help technicians stay focused from arrival through job completion.