Getting started
Set up your company, bring in customers and invite your crew.
Your first day in FieldnoteThe six things to set up before you schedule your first real job.Import customers and job sites from a CSV fileBring your customer list over from a spreadsheet or another tool in one upload.Invite office staff and techniciansAdd users, pick their role and get your technicians into the mobile app.Set business hours, holidays and service areasTell Fieldnote when and where you work, so booking and scheduling stay realistic.How the 14-day free trial worksWhat you get during the trial, what happens when it ends, and how to keep your data.