Help & Support Guide

Everything you need to get started, plus fixes for common problems.

Getting started

30-second step-by-step video · Written instructions below

Customers

30-second step-by-step video · Written instructions below

Jobs & scheduling

30-second step-by-step video · Written instructions below

Estimates & invoices

30-second step-by-step video · Written instructions below

Payments

30-second step-by-step video · Written instructions below

Team & technicians

30-second step-by-step video · Written instructions below

Inventory, services & reports

30-second step-by-step video · Written instructions below

Account & billing

30-second step-by-step video · Written instructions below

Troubleshooting

30-second step-by-step video · Written instructions below

Still need help?

Email us with your business name and a short description (screenshots help). We usually reply within one business day.

support@fieldbooks.org

Help & Support Guide

Getting started

Create your account and workspace

Set up your business details and branding

Recommended first steps checklist

Use Fieldbook CRM on your phone

Customers

Add a customer

Share the customer portal

Import customers from another CRM

Jobs & scheduling

Schedule a job

Update job status

Online booking page

Recurring service

Checklists, photos, signatures and parts

Estimates & invoices

Create an estimate

Create and send an invoice

Automatic payment reminders

Record a cash or check payment

Payments

Connect Stripe or PayPal

Customer payment didn't show up

Team & technicians

Add a team member

What each role can do

Remove someone's access

Inventory, services & reports

Track parts and stock

Service catalog

Reports and Ask AI

Account & billing

Change your plan or cancel

Run more than one business

Delete your account

Troubleshooting

I can't sign in

Customers aren't receiving emails

A page is blank or not loading

I hit a plan limit

My technician can't see a job

Still need help?