- Setting up your Company
- Business Units
- Payment Settings
- Company Schedule
- Designated Breaks
- Custom Fields
Getting started with Fieldd is pretty simple. In this guide, we will walk you through the basic setup of each section so that you can have a great experience with Fieldd.
To access the company Setup section, you must be an administrator of the account. If you are the account owner, you are automatically set up as an administrator too. To begin, log in and and click SETUP on the left-hand side navigation; there are 5 sections (tabs) that you will need to fill out. All Sections are optional except the business unit information.
The information you fill out in the Business Unit section will be used throughout your Fieldd account. For example, the email, website, and address you input here will appear on your quotes and invoices.
You can set your payment terms period here as well as the timeframe after which quotes/estimates expire.
Fieldd is designed to allow administrators to block jobs from being scheduled on certain days and times.
Designated Company Breaks
Fieldd is designed to allow administrators to block jobs from being scheduled on certain days, such as Holidays, breaks or special events. Here you can set special dates for company-wide availability/unavailability. These will override the default schedule.
Custom Fields are used to capture additional information that the company administrator believes is relevant to the business.
If you have any other questions about this article, feel free to contact our support team over chat, via email at firstname.lastname@example.org, or by phone at 1 (855) 934-3533.