Question 1

How to create your Field workspace

Accepted Answer

Everything in Field lives inside an organization — create yours the first time you open the dashboard. 1. Sign in and open the Dashboard. If you don't belong to an organization yet, you'll see a "Create your Field workspace" card. 2. Enter your company name (e.g. "Acme Plumbing") and click Create. 3. Field generates a URL slug for your org — you can see it under Settings → Workspace (shown as /your-slug). It's used in your public booking and reviews links. Tip: You can run several organizations from one login. Create another org from the dashboard card and switch between them under Settings → Workspace → "Switch org".

Question 2

How to invite your team and set roles

Accepted Answer

Bring dispatchers, technicians, and office staff into your org with role-based access. 1. Open Settings in the sidebar and switch to the Members tab. 2. Under "Add a member", enter your teammate's email. They must already have a Hitt Hosting account (any product in the suite). 3. Pick a role — admin, dispatcher, technician, or viewer — and click Add. Access is immediate. 4. Change a member's role any time with the dropdown next to their name, or click Remove to revoke access. Tip: There are five roles: owner, admin, dispatcher, technician, viewer. Job status transitions are role-gated, and pay-rate information is hidden from technician and viewer roles.

Question 3

How to add customers and service sites

Accepted Answer

Build a customer book where one account can carry many service locations. 1. Open Customers in the sidebar and click Add Customer. 2. Fill in the name plus any contact details (email, phone, company, address) and save. 3. Open the customer's page. In the Sites panel, enter the address of each service location and click Add Site. 4. When you create a job you can attach it to any of the customer's sites via the "Service site" field. Tip: Customer records are shared read-only across the Hosting suite, so a customer added in Field is visible from the other products too.

Question 4

How to register equipment and see its service history

Accepted Answer

Track every unit you service — HVAC systems, furnaces, water heaters, pumps — with warranty status and a full per-unit history. 1. Open Customers, then open the customer who owns the unit. 2. In the Equipment panel, add the unit: category, make, model, serial number, install date, warranty expiry, notes, and the site it lives at. 3. A live warranty badge shows In warranty / Expiring soon (≤30 days) / Expired based on the expiry date. 4. Tag jobs to the unit via the "Equipment serviced" field on the job form, then open the unit any time to see every job ever done on it, newest first. Tip: Expiring warranties are rolled into the daily Fleet digest email with a 60-day horizon, so the office is flagged before a unit drops out of warranty. Deleting a unit never deletes its jobs.

Question 5

How to create an estimate

Accepted Answer

Quote the work before you do it, with line items and live totals. 1. Open Estimates in the sidebar. 2. In the new-estimate form, give it a title and pick the customer, then create it. 3. Open the estimate and add line items — labor, parts, or expenses with quantity × unit price. The total updates live. 4. Add items from your Catalog price book in a tap to keep descriptions and prices consistent, or type a free-text one-off. Tip: Set an expiry date on the estimate — past that date the public link auto-expires and can no longer be approved, so a stale price never becomes a job.

Question 6

How to send a quote and convert it into a job

Accepted Answer

Customers approve or decline online — no app, no login — and an approved quote becomes a job in one click. 1. Open the estimate and click "Send to customer". Field emails the customer a public /quote link (if no email is on file, copy the link and share it yourself). 2. The customer reviews the itemized quote online and approves or declines, with an optional decline reason. Their decision flows straight back to your dashboard. 3. If they go quiet, Field automatically sends one follow-up nudge after a few days (when customer notifications are enabled). 4. Once approved, click "Convert to job" — the line items are copied onto a new draft job, ready to dispatch. Tip: This is an online approval workflow — a clear, timestamped yes/no record — not a legally binding e-signature.

Question 7

How to create and schedule a job

Accepted Answer

A job carries the customer, site, technician, schedule, priority, and required skills in one record. 1. Open Jobs in the sidebar and click New Job. 2. Give it a title, then pick the Customer (or quick-add a new one by name). 3. Optionally set the Service site, the Equipment serviced, Assign to technician, Priority (low / normal / high / urgent), and Required skills. 4. Set Scheduled start and Scheduled end, add a Description, and create the job. Tip: Need a repeat of a past job? Open it and click Duplicate — details and line items are copied as a new draft.

Question 8

How to move a job through the status workflow

Accepted Answer

Every job runs the same server-enforced path: draft → scheduled → en route → on site → complete → invoiced. 1. Open the job. The available action buttons match its current status. 2. From draft click "Schedule"; from scheduled click "Start (en route)"; from en route click "Arrived on site"; from on site click "Complete"; from complete click "Mark invoiced". 3. Cancel is available from any open state; a canceled job can be reopened with "Reopen as draft". 4. Status timestamps (en route / on site / completed) are stamped automatically, and transitions are role-gated — the workflow can't be skipped. Tip: If a vehicle with a geofenced depot is on the job, Field can suggest "Arrived on site" when the tech reaches the site — but it never applies the transition automatically.

Question 9

How to add line items and sales tax to a job

Accepted Answer

Labor, parts, and expenses with live totals — and per-line sales tax that flows onto the invoice to the cent. 1. On the job detail page, add line items: pick labor, parts, or expense, with a quantity and unit price. 2. Add from your Catalog to prefill the description, price, and default tax rate in a tap. 3. Set a Tax % on any line (or give the catalog item a default rate). The job shows a live subtotal / tax / total. 4. Edit or remove lines freely until the job is invoiced — items lock once the invoice is generated. Tip: Tax defaults to 0, so tax-exempt work is unaffected unless you set a rate.

Question 10

How to use job checklists

Accepted Answer

Build a task-list template once — furnace tune-up, panel inspection — and drop it onto any job. 1. Open Checklists in the sidebar and create a template under "New template", marking steps as required where needed. 2. On a job's detail page, apply the template from the checklist panel (or add one-off items directly). 3. Techs check items off on their phone on site; the office sees live checked/total progress on the job. 4. Optionally enforce it: Integrations → Job checklists → require all required items before a job can be marked complete.

Question 11

How to capture on-site customer sign-off

Accepted Answer

Capture the customer's signature on a phone or tablet the moment work is done — timestamped proof of acceptance. 1. On the job detail page, open the signature pad while you're with the customer. 2. The customer signs with a finger, stylus, or mouse — no app install, no extra hardware. 3. Save it. The job shows "Signed by {name}" with the timestamp, stored privately with signed-URL access. 4. To make it mandatory, turn on "require a signature before invoicing" under Integrations → Customer sign-off. Tip: This is on-device acceptance capture — proof the customer accepted the work — not a legally binding e-signature service.

Question 12

How to attach photo evidence to a job

Accepted Answer

Before/after shots and on-site evidence, captioned and timestamped against the job. 1. Open the job's detail page and click "Add photo" in the photos panel. 2. Pick or take a photo and add a caption — the author and timestamp are recorded automatically. 3. Browse every photo across jobs in the Job photo gallery at /dashboard/photos. Tip: Photos are stored privately and served via signed URLs — they are never public links.

Question 13

How to work the dispatch board

Accepted Answer

A per-technician day view with an Awaiting Dispatch queue, priority sorting, and confirmation status at a glance. 1. Open Dispatch in the sidebar. Each technician gets a lane for the selected day; use Today and the arrow buttons to change days. 2. The Awaiting Dispatch panel lists unassigned and draft jobs, urgent first. Assign one to a tech straight from its dropdown. 3. Filter the board by priority, and watch for the priority badges and the green "Confirmed" indicator on each job card. 4. Jobs carry their priority from creation (or from their maintenance plan), so the urgent work always sorts to the top.

Question 14

How to block out breaks, training, and PTO

Accepted Answer

Keep non-job time visible on the board so nobody schedules over lunch, training, or a day off. 1. On the Dispatch board, click "+ Block" in a technician's lane. 2. Pick the kind — Break, Training, PTO, Hold, or Other — and set the time window. 3. Click "Add block". If the block overlaps the tech's existing jobs or blocks, Field warns you about the double-booking immediately. 4. Remove a block any time with the delete control on the block card.

Question 15

How to match jobs to technician skills

Accepted Answer

Tag techs with what they can do and jobs with what they need — the board surfaces the best fit. 1. Open Techs in the sidebar, open a technician, and add skill tags (e.g. HVAC, refrigerant-cert). 2. On the job form, fill in "Required skills" with the skills the work needs. 3. When assigning, Field ranks active techs by coverage — all skills / missing some / no match — best fit first. Tip: Skill matching is a private dispatcher hint. It never blocks an assignment — you can always override it.

Question 16

How to set up a recurring maintenance plan

Accepted Answer

Recurring jobs that spawn themselves — weekly mowing, quarterly filter changes, annual inspections. 1. Open Maintenance plans in the sidebar. 2. Under "New maintenance plan", set the title, customer, frequency (daily through annual, with custom interval multiples), and a priority. 3. Save it. The daily scheduler auto-spawns a draft job for every due plan; spawned drafts land in the Awaiting Dispatch queue. 4. Need one immediately? Click "Generate now" to spawn overdue jobs on demand. Tip: The plan's priority carries through to every spawned job, so a critical contract always surfaces first on the dispatch board.

Question 17

How to attach equipment to a maintenance plan

Accepted Answer

Put a registered unit on a plan once and every recurring visit files itself into that unit's service history. 1. Register the unit first on the customer's page (Customers → customer → Equipment). 2. On the maintenance plan form, pick the unit in the Equipment dropdown. 3. Every job the plan spawns is stamped with that unit automatically — no re-tagging on each visit. Tip: If the unit is later deleted or moved, the plan keeps spawning jobs safely — the equipment link is simply dropped.

Question 18

How to publish your online booking page

Accepted Answer

A public "Request Service" link that captures after-hours work instead of losing it. Off by default, opt-in per org. 1. Open Settings in the sidebar and switch to the Booking tab. 2. Turn on public online booking and optionally set a notify email so your dispatch inbox gets a heads-up per request. 3. Click Save — you'll see "Your booking link is live." 4. Use Copy or Preview next to your /book/your-slug link and put it on your website, invoices, or voicemail. Tip: The public form only ever shows your business name and offered services — never your customer list, pricing, or internal data. A honeypot field and per-IP rate limit blunt form spam.

Question 19

How to review and accept service requests

Accepted Answer

Booking submissions land in a dispatcher queue as pending — nothing becomes a live job until you say so. 1. Open Requests in the sidebar. Each pending request shows the requester's name, contact details, address, service type, and preferred time. 2. Click Accept to convert it into a draft job in one click — Field matches an existing customer by email or phone (or creates one) and carries the address across as a service site. 3. Click Decline to turn it down, with an optional reason. The requester stays in your records; nothing is scheduled. 4. The new draft job appears in Awaiting Dispatch, ready to schedule and assign.

Question 20

How to turn on customer notification emails

Accepted Answer

Automatic appointment, en-route, and job-complete emails fired straight off the job status workflow. 1. Open Integrations in the sidebar and find the Customer notifications card. 2. Check Enabled, then choose which events send: appointment scheduled, technician en route, and job complete. 3. Optionally set a Reply-to address so customer replies reach your inbox. Click Save. 4. Day-before reminder emails follow the appointment toggle automatically — one reminder ~24 hours before each appointment, deduped so it never sends twice.

Question 21

How to give customers a live technician tracking link

Accepted Answer

Every appointment and en-route email carries a private "where's my tech" page — no app, no login. 1. Turn on customer notifications (Integrations → Customer notifications) — the tracking link rides along automatically. 2. When a job is scheduled or the tech heads out, the customer's email includes their personal tokenized /track link. 3. The page shows a live milestone bar — Scheduled → On the way → On site → Complete — plus the appointment time and the technician's first name. Tip: The link is scoped to one job and shows no pricing or internal data — safe to forward.

Question 22

How to get customers to confirm their appointments

Accepted Answer

One tap on the tracking link tells you who'll actually be home before the truck rolls. 1. While an appointment is upcoming, the customer's tracking page shows a Confirm button (and a reschedule option). Reminder and confirmation emails carry a one-tap Confirm button too. 2. The answer stamps the job as Confirmed / Awaiting confirmation / Reschedule requested. 3. Check the dispatch board — each job card shows its confirmation state, so you chase only the unconfirmed ones.

Question 23

How to collect and moderate customer reviews

Accepted Answer

Every completed job invites a star rating through the tracking link — and nothing goes public until you approve it. 1. Once a job is complete, the customer's tracking page invites a 1–5 star rating with an optional comment. Nothing extra to set up. 2. Open Reviews in the sidebar. Every collected review starts as Pending. 3. Click Approve to publish a review, Hide to pull one back, or Feature to pin a standout to the top of your public page. 4. See the org-wide average under Reports (Customer satisfaction) and each technician's average on their detail page.

Question 24

How to publish reviews publicly and embed the widget

Accepted Answer

A branded public reviews page plus a copy-paste widget for your own website. 1. Open Reviews in the sidebar. At the top you'll find your public page link — /reviews/your-slug — with a Copy link button. The page shows your aggregate rating and every approved review. 2. In the "Embeddable website widget" card, click Copy snippet. 3. Paste the snippet into your own website's HTML. It renders your average rating and recent approved reviews, self-contained with zero dependencies. Tip: Only approved reviews are ever exposed — enforced server-side — and reviewers appear as first name + last initial only. The public page ships AggregateRating structured data so your stars can surface in search results.

Question 25

How to invoice a job through Hosting Books

Accepted Answer

One click turns a finished job into a real, sendable invoice in Hosting Books. 1. Complete the job (status on site → Complete). 2. Click "Mark invoiced". Field generates a draft invoice in Hosting Books with the job's line items and per-line sales tax, computed to the cent. 3. The job detail shows a Hosting Books invoice card with the number, total, and live payment status. 4. Open the invoice in Books to review and send it to the customer. Tip: If "require a signature before invoicing" is on (Integrations → Customer sign-off), the job must be signed off first. Line items lock once the invoice exists.

Question 26

How to chase overdue invoices automatically

Accepted Answer

Opt-in payment reminders that politely escalate on a ladder you never have to remember. 1. Open Integrations → Customer notifications and check "Overdue-invoice payment reminders (dunning)". Save. 2. A daily task emails the customer for every still-unpaid invoice raised from a job — at the due date, one week, two weeks, and one month past due. 3. Each email carries the invoice number, amount, due date, and a link to their job page. Exactly one email per invoice per milestone. 4. Reminders stop the instant an invoice is paid, void, or written off. Tip: Off by default — your org never starts emailing customers about money until you turn it on.

Question 27

How to read the accounts-receivable aging report

Accepted Answer

Who owes you, and what's overdue — without leaving Field. 1. Open Reports in the sidebar and find the Accounts receivable card. 2. Every unpaid invoice you generated from a job is aged into Current / 1–30 / 31–60 / 61–90 / 90+ day buckets, with per-bucket totals and an overall outstanding figure. 3. Use the drill-down table as a collections worklist — each row shows the live Books payment status and links straight back to its job. 4. Paid, void, and written-off invoices drop out automatically.

Question 28

How to run the job profitability report

Accepted Answer

Revenue minus true cost — parts, labor hours, and fuel — for every job, worst margin first. 1. Feed it costs: set an internal Unit cost on your catalog parts (never shown to customers) and a Pay rate on each technician. 2. Open Reports and find the Job profitability panel. Pick your date window. 3. Read the headline tiles — revenue, cost, gross profit, average margin — then scan the per-job table, sorted worst margin first. 4. Click Download CSV to export the table. Tip: Jobs still missing a labor rate or part cost show as "partial" rather than a fake 100% margin.

Question 29

How to track parts stock and get low-stock alerts

Accepted Answer

Flag the parts you care about and Field counts them — jobs decrement stock automatically. 1. Open Catalog in the sidebar and add your common parts and services with a unit price (and an optional internal unit cost). 2. Enable "Track stock" on a part and set its "Reorder at" point. 3. Adding a tracked part to a job auto-decrements on-hand stock. Use "Update stock" for manual movements and "Stock history" to see the full ledger. 4. When on-hand hits the reorder point, a low-stock badge tells the office what to reorder before a tech is stuck on site without it. Tip: Stock tracking is opt-in per part — it's a field-service parts counter, not a full warehouse system.

Question 30

How to raise and receive purchase orders

Accepted Answer

Close the loop on low stock: PO out to your supplier, stock back on the shelf. 1. Open Purchasing in the sidebar and add your suppliers with "Add supplier". 2. Create a purchase order with "New PO" and add lines — or hit "Create PO" from the low-stock list to pre-fill every below-reorder part with a suggested quantity. 3. Click "Mark ordered" when it's sent. Ordered quantities show as on-order in the low-stock view, so you never double-order. 4. When the parts arrive, click "Receive all" (partial receiving works too). Stock-in movements post to the inventory ledger and bump on-hand counts — re-receiving never double-counts.

Question 31

How to track technician hours and export payroll timesheets

Accepted Answer

Clock in on the job, bill the hours as labor, and download a payroll-ready CSV for any pay period. 1. Techs clock in and out right on the job detail page — multiple segments across visits (and lunch breaks) are fine. 2. Set each technician's hourly rate under Techs → technician → Pay rate. It drives labor billing and job costing. 3. On the job, click "Add as labor line item" to turn tracked hours into a billable labor line at the tech's rate. 4. For payroll, open Reports → Technician timesheet, pick the pay period, and click Download CSV. Tip: Running (not clocked-out) timers are shown but excluded from totals, and pay rates are hidden from technician and viewer roles.

Question 32

How to add vehicles and set service intervals

Accepted Answer

Treat your trucks, vans, and EVs as first-class data — with service reminders that spawn real jobs. 1. Open Vehicles in the sidebar and click Add Vehicle — VIN, plate, make/model, fuel type, and current odometer. 2. Open the vehicle and switch to the Service tab. Add intervals by miles, days, or both — oil, tires, brakes, inspection, and more. 3. "Due soon" warnings appear 500 miles or 14 days before the next service. 4. On the Fleet dashboard, use the spawn due-service jobs action to create a draft job for every overdue interval — the daily scheduler also does this automatically. Tip: Attach a vehicle to each job so drive legs, mileage, and trip costs accrue against the right truck.

Question 33

How to log fuel and EV charging

Accepted Answer

One unified log for gasoline, diesel, LPG, and electric — with receipts and efficiency math built in. 1. Open the vehicle and switch to the Fuel / Charge tab. 2. Log the fill or charge session — gallons or kWh, cost, odometer — and attach the receipt. 3. MPG / MPGe is computed automatically between full-tank fills, and spend rolls up per vehicle and per job. 4. Running an evcc charge controller? Enable it under Integrations → evcc (base URL + optional token) and completed charge sessions sync in as electric fuel logs automatically.

Question 34

How to stay ahead of document expiry

Accepted Answer

Insurance, registration, DOT cards, licenses — tracked with warnings long before an audit finds the gap. 1. Open a vehicle and switch to the Documents tab to record insurance, registration, inspection, DOT card, lease, warranty, or permits with their expiry dates. 2. Do the same for people under Techs → technician → Documents — driver's license, CDL, trade licenses, certifications. 3. The Fleet dashboard rolls up everything expiring within 60 days. 4. With email configured, the daily Fleet digest mails the office each morning with expiring documents, due services, and expiring equipment warranties. Tip: Attach a file URL to any document for one-click access during an audit.

Question 35

How to manage your subscription

Accepted Answer

Flat monthly tiers with a 14-day free trial — upgrade, downgrade, or cancel in-app, no sales call. 1. Open Settings in the sidebar and switch to the Billing tab. 2. New to Field? Choosing a plan takes you to checkout with a 14-day free trial — and you can enter a coupon code on the review step if you have one. 3. Already subscribed? Upgrade or downgrade in place — the change is prorated on your current subscription, with no second trial. 4. Click "Manage billing" to open the billing portal for payment methods and invoices. Cancel or resume any time.

Question 36

How to configure org-level settings and integrations

Accepted Answer

One page for the switches that shape how your org runs. 1. Open Integrations in the sidebar. 2. Customer notifications: appointment / en-route / complete emails, day-before reminders, and overdue-invoice payment reminders. 3. Customer sign-off and Job checklists: optional gates that require a signature before invoicing or a finished checklist before completing. 4. evcc: sync EV charge sessions as fuel logs. The MQTT event bus (configured server-side) publishes every job transition to your broker for home-automation or SCADA hooks. 5. Org basics — name, slug, org switching, members and roles, and your booking link — live under Settings.

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