Fieldnote Help Center
Answers for the office
and the crew in the field.
Guides for scheduling, dispatch, the technician app, checklists, invoicing and integrations. Search the docs, or ask the assistant and get an answer that links to the exact article.
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39 articles in 7 topics, written by the Fieldnote support team.
Getting started
Set up your company, bring in customers and invite your crew.
5 articlesScheduling and dispatch
Jobs, the dispatch board, recurring visits, routes and booking.
6 articlesTechnician app
The mobile app your techs use in the field, online or offline.
6 articlesChecklists and photo reports
Templates, required items, photos and the report customers get.
5 articlesInvoicing and payments
Estimates, invoices, Stripe payments, taxes and refunds.
6 articlesIntegrations
QuickBooks Online, Google Calendar, Zapier and the API.
5 articlesAccount and billing
Plans, seats, roles, security and closing an account.
6 articlesPopular articles
What crews ask about most this month.
Connect QuickBooks OnlineSync customers, invoices and payments to QuickBooks Online automatically.Pro and BusinessFix technician app sync problemsJobs not showing up, changes stuck waiting to sync, or photos that will not upload.Plans and pricingWhat Starter, Pro and Business include and what they cost.Create and schedule a jobCreate a job, attach a checklist and give it a time window.Accept card and bank payments with StripeConnect Stripe, the payment methods customers can use, fees and payouts.Work offline in basements and rural areasWhat the app stores on the phone and how offline work syncs back.