The FieldOps Suite User Manual

Home (Dashboard)

Your daily command center — a greeting, live business KPIs, and the "Money Moves" feed that ranks the highest-dollar things you should do today. It also surfaces the day's jobs and quick shortcuts into the rest of the app.

1. Tap the Home tab (house icon, far left).
2. Read the KPI tiles at the top for an instant snapshot of your business (revenue, jobs, and outstanding money).
3. Scroll to the Money Moves feed — each card is a suggested money-making action ranked by dollar value (for example, collect on an unpaid invoice or follow up on an open quote/lead).
4. Tap the action on a Money Move to act on it (such as sending a payment reminder or following up with a client).
5. Review today's jobs shown as cards; tap one to open its full detail, or use its call/text/navigate buttons.
6. Pull down to refresh the numbers at any time.

AI Daily Briefing

It's powered by the Account Brain — the learning system that quietly studies your quotes, jobs, payments, and reviews — and it doesn't spend AI credits.

A short, plain-English morning rundown that reads like an assistant's brief — today's jobs, weather alerts, stale or overdue jobs, completed-but-unpaid jobs, and new clients who still need a quote — followed by a few recommended actions. Its "Do It Now" suggestions are tappable and jump straight into the tool that handles them.

1. Open the Home tab and find the AI Daily Briefing card (tap Generate the first time).
2. Read the summary and any alert banners (severe weather, heavy workload).
3. Scroll its lists: today's jobs, stale/overdue jobs, unpaid completed jobs, and new clients without a quote.
4. Under Do It Now, tap a suggested action to go straight where you act on it — a suggested area campaign opens the Campaign Builder pre-seeded with that area; get-paid and follow-up suggestions open Money Moves.
5. Use the speaker control to have it read aloud hands-free while you drive.

Schedule

Your appointment list of jobs, quotes, inspections, and consultations, with financial totals and a 7-day outlook. You create appointments here and keep each job's status current.

1. Tap the Schedule tab (calendar icon).
2. Use the filter bar to switch between Today, Upcoming, Past 7 days, Past 30 days, Past 90 days, and All.
3. Check the stat row (Jobs / Active / Done / Cancelled), the Scheduled Value banner, and the 7-Day Outlook chart.
4. Tap the + (top right) to add one. Fill in the Title, choose a Type (Job / Quote / Inspection / Consultation), pick the Date and Start Time, optionally Assign to a team member, choose or type the Client, add Services & Pricing and Notes, then tap Schedule Appointment.
5. Tap any job card to open its detail; use the status button to Mark Confirmed or Mark Complete, or Cancel Appointment / Mark No-Show.
6. On a card or in detail, use the quick buttons to navigate to the address, call, or text the client; in detail, On My Way sends the client an ETA.
7. To remove several at once, tap Edit, select the jobs, and tap Delete Selected.

Clients

A searchable address book of your customers, each showing their lifetime revenue and contact details. Open a client to see their history and start new work for them.

1. Tap the Clients tab (two-people icon).
2. Search by name, email, phone, or address; change order with the sort menu (Name, Newest/Oldest, or Value High/Low).
3. Tap the + (top right) to add a client, or Add Client on the empty-state screen.
4. On a client card, use the quick buttons to navigate, call, text, or email, or tap Quote to start a new quote for them.
5. Tap a card to open the full client detail (their info and history).
6. To remove clients, tap Edit, select them, and tap Delete Selected.

Invoices

Your list of invoices with a clear payment status on each, plus revenue-at-a-glance totals and a 6-month invoiced-vs-collected chart. This is where you see who owes you and mark invoices paid.

1. Tap the Invoices tab (card icon).
2. Use the filter to switch between Unpaid, All, and Paid.
3. Review the Balance Due banner (when viewing Unpaid), the This Week / This Month / This Year revenue tiles, and the 6-month chart.
4. Tap the + (top right) to create a new invoice, or New Invoice on the empty-state screen.
5. Tap any invoice to open its detail; to settle it, use Mark Paid. If the customer paid less than billed, the app asks you to confirm whether the shortfall is a discount — for a balance that's still owed, use Record Payment instead.
6. To fix historical records in bulk, tap Edit, select invoices, then Mark Paid or Mark Completed (this quietly corrects status and sends no receipts).

Messages (Client Text Inbox)

Two-way texting requires your own business text number set up first.

An in-app inbox for texting on your business number. Every time a client texts back — replying to a reminder, a quote link, a Money Moves nudge, or an "On My Way" — their message lands here as a threaded conversation you can read and reply to, with your replies sent back out from the business number.

1. Open More → Messages. Unread conversations show a dot and the title shows a count.
2. Tap a conversation to open the full thread with that client.
3. Type in the Text back… box and tap send — your reply goes out on the business number and joins the thread.
4. Pull down to refresh for new replies.

Quotes

Build a price quote, send it to the customer for online approval, and turn an approved quote into a scheduled job and then an invoice — without re-typing anything.

1. Open More → Quotes and tap the + in the top corner to start a new quote.
2. Choose the customer (or add a new one), then add your line items — each service with its price. Add a discount or tax if needed; the total updates as you go.
3. Save it as a Draft to finish later, or tap "Send for Approval" to text/email the customer a link where they can approve it online.
4. Watch the status move as it progresses: Draft → Sent → Accepted → Scheduled → Completed → Paid.
5. While it says "Awaiting client response," if the customer tells you over the phone to go ahead, tap "Approve on My End" right on the quote screen — no need to wait for them to click the link.
6. Once it's Accepted, schedule it: "Send 3 Dates to Client" (they pick the one that works) or "I'll Pick the Date" (you choose on the calendar).
7. After the job's done, tap "Complete Job," then "Mark Paid" when you collect — or let it convert into an invoice.

Lead Pipeline

An owner can hide it from specific roles under Role Permissions (it's a role-assignable Sales & Finance tool); visible to everyone by default.

Pairs an AI "Pipeline Advisor" (hot leads, stalled-quote revival, churn-risk clients, plus live pipeline numbers) with a manual form for logging a new inbound lead by hand.

1. Open Lead Pipeline — the Pipeline Advisor loads automatically with hot leads, stalled quotes, churn risks, and metric chips (Open / Win % / Stalled / Churn). Pull down to refresh or tap Refresh.
2. Scroll to the Pipeline Stages, conversion funnel, and "Largest Open Opportunities" cards to see the numbers behind the advice.
3. To add a lead, tap "Log New Lead."
4. Fill in Contact (name, email, phone), Property address (with autocomplete), Lead Details (choose a Lead Source and service interest), and Notes.
5. Tap "Submit Lead."
6. The lead saves and the advisor refreshes to include it.

Payments

Role-assignable — an owner can hide it from certain roles.

A running log of every payment received, with totals and a 6-month chart, plus a form to record a payment manually and (from an invoice) text or email the client a Stripe pay-by-card link.

1. Open Payments to see Total Received, Pending count, This Month, a monthly bar chart, and the payment list.
2. Filter with the All / Completed / Pending / Failed chips, and sort (newest, oldest, amount, name) from the sort button.
3. Tap any payment to expand its details — method, reference, linked invoice, and notes.
4. To log a payment, tap the + button, enter the amount and client name, pick a method (Cash, Check, Credit Card, ACH, Zelle, Venmo), optionally add a reference / invoice ID / notes, then tap "Record Payment."
5. To collect by card, open the invoice instead and tap "Text to Pay" — it creates a Stripe checkout link and texts plus emails it to the client; when they pay, the invoice is marked paid automatically.
6. To remove payments, tap Edit, select rows, then "Delete Selected."

Financials

Below Grow the row shows a lock and can't be opened. Role-assignable on top of the tier gate.

A financial analytics dashboard — total collected revenue, balance due, forecasted/scheduled revenue, a revenue trend chart, invoice breakdown, quote-conversion funnel, top clients, growth insights, and AI "Recommended Moves." A second tab shows a demand Forecast.

1. Open Financials; it starts on the Overview tab (switch to Forecast with the toggle at the top).
2. Use the period picker (3M / 6M / 1Y / All) to set the time window.
3. Read the hero card: Total Collected Revenue, Costs and Profit (if you've logged expenses), Balance Due, Forecasted, and Lifetime Value.
4. Scroll for the revenue trend chart (Collected / Billed / Scheduled), the invoice breakdown, the quote conversion funnel with close rate, and Top Clients by Revenue ("See All" opens the full list).
5. Review Growth Insights (month-over-month, quarterly, new clients, average job value) and the AI "Recommended Moves" grounded in your own data.

Expenses

Ungated and always visible — it isn't restrictable by role.

Log and review business and job costs by category, tag them billable, attach receipts, and export a tax-ready CSV. Supports voice-to-expense and receipt-photo auto-fill.

1. Open Expenses to see This Month and All Time totals, the expense list, and a "By Category" breakdown.
2. Tap "Add Expense" (or the dashboard "Log Expense" button, which starts listening the moment it opens).
3. Speak it — e.g. "forty five dollars fuel at Shell" — and it logs automatically, or type the amount and pick a category.
4. Add vendor, date, how it was paid, and notes; optionally link it to a job, toggle "Billable to client," toggle "Repeat monthly," or attach a receipt photo (which can auto-fill amount, vendor, and category).
5. Tap Save.
6. Tap any expense to view or edit every field, or delete it from within the editor.
7. Tap "Export for taxes (CSV)" to share a spreadsheet with tax categories.

Commercial

Role-assignable on top of the tier gate.

A separate workspace for business accounts — HOAs, property managers, and multi-location companies — where one parent company holds many properties and contacts. A multi-address quote wizard builds a single itemized quote that covers several buildings, and a Neighborhood / HOA bulk quote turns a whole street into one campaign quote. All of it stays apart from your residential client list.

1. Open Commercial and start on the Accounts tab. Tap + to add a company — its name, phone/email, and its properties and contacts (use Auto-Fill to pull public business details).
2. Switch to the Quotes tab and tap New Commercial Quote to open the four-step wizard.
3. Step 1 Company: pick or create the account. Step 2 Addresses: select one or many of its properties. Step 3 Services & Measure: on each address add services and, where a service is measured, run a measurement. Step 4 Review: check the per-address subtotals and grand total.
4. Save it as a Draft, or tap Send for Approval to text/email the account's contact a link to approve the whole quote online.
5. For a whole street or subdivision, tap New Neighborhood / HOA Quote: enter one sample address, tap Find Homes on This Street, pull house square footage, trim the list, set one campaign price, and file it as a single itemized quote (one line per home).
6. Use the Follow-Ups tab to log and track next steps with commercial accounts.

Services

(The Services item is ungated in navigation, so it's available on Organize, Manage, and Grow.)

Your service catalog and price list. Each service holds a name, description, a price, and a "Measured by" setting that tells quotes how to size and price it.

1. Open Services to see your list; use the up/down arrow menu to sort by Name or Sort Order.
2. Tap the + (top right) to add a service, or tap any row to edit it.
3. Enter the Service Name and an optional Description.
4. Under Pricing, pick a "Measured by" option (Flat rate, Per unit, Per window, a square-footage type like Driveway/Roof/House, or a linear-foot type like Fence/Wall or Gutters). The price field's label changes to match (per sq ft, per linear ft, per unit, or flat).
5. Enter the price, set the Active toggle and Sort Order, then tap Create/Update Service.
6. To remove services, tap Edit to multi-select and bulk-delete, or long-press a row for Edit / Deactivate / Delete.

Equipment & Inventory

(Gated by the "Equipment Tracking" feature, which requires the Manage tier.)

Tracks your tools, supplies, parts, and chemicals with quantities, vendor prices, and part numbers, and flags anything running low. The Inventory tab also holds budgeted shopping lists.

1. Open Equipment & Inventory and pick the Equipment or Inventory tab.
2. Read the summary cards at top: Total Items, Low Stock, and Total Value.
3. Tap + to add an item, or paste an Amazon/vendor URL into "Smart Auto-Fill From Link" and tap Scan to have it fill in the name, price, category, and specs for you.
4. Fill in name, category, part number, quantity on hand, price, and vendor, then Save.
5. Use the search bar to find by name, category, part number, or vendor; tap a category header to collapse/expand it.
6. Tap "Refresh Prices" to re-check vendor pricing, or "Check Alerts" to re-evaluate low-stock warnings.
7. On the Inventory tab, switch to Shopping Lists to create a budgeted list and add items with estimated costs.

Route Optimizer

(Gated by the "Route Optimizer" feature, which requires the Manage tier.)

Lists today's scheduled stops in time order and reorders them into the most efficient driving sequence, with one-tap navigation to each address.

1. Open Route Optimizer to see today's stops, numbered in order, with each client's address and start time.
2. Tap "Optimize Route" — the stop list reorders on screen into the most efficient driving sequence, and the summary offers "Open in Maps" to navigate the whole route in that order.
3. Or tap "Navigate" on any single stop to open turn-by-turn directions to just that address.
4. To split the day across a crew, tap "Assign to techs" (an experimental multi-tech view).

Open Capacity

(Gated by the "Capacity Planning" feature, which requires the Manage tier.)

Shows how full your schedule is: open days over the next 14 and 30 days, how many field days your crew actually has, a fill-rate gauge, booked jobs, average job value, and a 14-day load chart, plus a plain-language recommendation.

1. Open Open Capacity to see the stat grid: Open Days (14d), Open Days (30d), Field Days (30d), Booked Jobs, and Avg Job Value.
2. Check the Fill Rate gauge - it turns green when healthy and shows an "underbooked" pill when there's slack.
3. Read the "14-Day Load by Day" bar chart to spot which days are light or heavy.
4. Review the Operational Recommendation card and the projected open-day value.
5. Scroll to Upcoming Jobs for the next appointments on the books.
6. Pull down to refresh the numbers.

Mix Calculator

(Ungated in navigation.)

A soft-wash dilution calculator. Give it your tank size, the strength you want to spray, and the strength of your SH (sodium hypochlorite) stock, and it tells you exactly how much SH, water, and surfactant to load.

1. Open Mix Calculator and enter your Tank size in gallons.
2. Set the Target strength using the quick chips (House wash 1%, Medium 2%, Heavy 3%) or the slider.
3. Choose your SH stock strength (12.5% pool shock, 10%, or 6% bleach).
4. Adjust the Surfactant amount (ounces per gallon) with the slider.
5. Read the "Load This" card for the exact gallons of SH, gallons of water, and ounces of surfactant, plus a plain-English recipe sentence.

Business Contacts

(Ungated in navigation; available on iPhone and iPad.)

An industry address book for the people you deal with who aren't customers - suppliers, vendors, product reps, subcontractors, and partners. Call, text, email, or open their website in one tap, and book meetings, calls, deliveries, or site visits with them.

1. Open Business Contacts to see your list; use the search bar to find one by name, company, role, phone, or email.
2. Tap the + button to add a contact - enter name, company, role, a category (Supplier, Vendor, Product Rep, Subcontractor, Partner, Other), and phone/email/address/website.
3. Tap a contact to open their detail page.
4. Use the Call, Text, Email, and Website buttons for one-tap contact.
5. Under Appointments, tap "Book" to schedule a Meeting, Call, Site Visit, or Delivery with them.
6. Mark booked appointments done or cancel them from the appointment's menu; use the top-right menu to Edit or Delete the contact.
7. Upcoming business appointments surface in an "UPCOMING" card at the top of the list.

Live Arrival Tracking (On My Way)

Available to any role that can open the job or quote.

One-tap field actions on a job or quote. Navigate opens turn-by-turn directions, Call and Text reach the client, and On My Way texts them an ETA calculated from where your truck actually is — optionally with an Amazon-style live tracking link so the customer can watch your truck move toward them on a map until you arrive.

1. Open a job or a quote and find the quick-action bar (Navigate / Call / Text / On My Way).
2. Tap On My Way. It fetches a live drive time from your current location and pre-fills an ETA (adjust with the 5/10/15/20/30/45-minute chips, or turn the ETA off).
3. Leave "Let them watch me arrive on a live map" on to add a live tracking link to the text (toggle it off to send just the ETA).
4. Optionally edit the message, then tap send. On a job, the appointment flips to "en route."
5. Drive — while the trip is live your location streams to the client's tracking page; it stops automatically when you arrive (or after 2 hours).

AI Property Measurement (Driveway, Roof & Linear)

Measures a property from satellite imagery so a quote can size itself. A driveway runs an AI scan (satellite → AI surface detection → traced outline → square footage) and shows you the result to confirm. A roof pulls roof data and offers a manual tracer with pitch, "squares," and a waste factor. Fences, gutters, and walls use a manual linear-foot tracer you draw on the map. You always review and adjust the outline before it feeds pricing.

1. In a quote, add a service that's measured by area or linear feet, then tap Measure.
2. For a driveway, let the AI scan run. It comes back with a confidence read: a green "looks good" quick-accept, an amber "please verify" banner, or — when it isn't confident — it drops you straight into the manual tracer.
3. Check the traced outline on the satellite image. Use the fingertip magnifier (loupe) to drag points and fix the shape, adding or removing points as needed.
4. For a roof, use the roof data or tap Auto-outline to seed the building shape, confirm it, and set the pitch so the slope factor and "squares" are right.
5. For a fence, gutter run, or wall, trace the line on the map to get linear feet.
6. Confirm the measurement — it flows back into the quote line and prices against your "Measured by" setting.

Follow-Up Desk

A ready-made daily call list of past customers worth reaching back out to, with one-tap logging of how each call went — and automatic tracking of the revenue those calls bring back.

1. Open More → Follow-Up Desk. It opens on today's suggested customers to call, with the highest-value ones first.
2. Tap a customer to see their history, then tap to call them right from the app.
3. After the call, log what happened with one tap: Booked, Voicemail, No answer, Callback, Not interested, or Bad number.
4. If they ask you to call back later, choose Callback and set the day — they'll pop back onto your list on that date automatically.
5. Open the Team Scoreboard from the Follow-Up Desk to see calls made, customers reached, jobs booked, and the revenue tied to those calls — per person.
6. Set a goal for each team member (calls, bookings, or revenue) and watch the progress fill in as they work the list.

Team Scoreboard

Everyone on the plan can view; setting goals, creating bonus plans, choosing who appears, and approving payouts are Owner/Admin only.

Ranks each team member by an activity score and shows the money they actually collected, plus their quotes, close rate, jobs booked, calls, and field work for the period.

1. Open the Team tool and pick a period at the top (This Week / This Month / This Quarter).
2. Owner/Admin: tap "Manage who's on the scoreboard" to turn individual team members on or off.
3. On the Scoreboard tab, review the ranked cards (highest activity score first) — each shows collected revenue, quotes, close rate, booked jobs, and calls.
4. Tap any person's card to open their full activity breakdown: sales, follow-up calls, field work, and goal progress.
5. Switch to the Goals tab and tap "Set a goal" to give someone a revenue, call, booking, or job target for the week, month, or quarter.
6. Switch to the Bonuses tab to create a plan (spiff, tiered bonus, contest, or streak), then tap "Recompute payouts."
7. As payouts appear, tap Approve, then Mark paid when you pay them out.

Reviews

Requests Google reviews from your clients, tracks who's been asked and who has actually reviewed, and pulls your latest Google reviews back into the app.

1. Open Reviews to see your review stats and client list.
2. Tap "Sync Google Reviews" to pull your current Google rating and recent reviews and auto-match them to clients.
3. For any reviewer that couldn't be matched, tap to link them to the right client.
4. Use the filter tabs (All / Reviewed / Sent / Not Sent) and search to find who still needs a request.
5. Tap send on a client to text and email them a review request, or turn on select mode to send, mark reviewed, or delete in bulk.
6. Open the Follow-Up Schedule card to set how many days after a job the first request goes out, how long between reminders, and the maximum number of reminders.
7. Tap "Ask AI about your reviews" to spot trends and plan a response, and use the AI reply drafter to answer a review in your voice.

Care Plans

Builds a multi-year, pre-priced, pre-scheduled service plan for a client and, when activated, generates every appointment for the whole term at once.

1. Open Care Plans and tap "New Plan" (or use the AI co-pilot to build it by talking or typing).
2. Pick the client, the visit frequency (monthly, quarterly, biannually, or custom), and the term length in years.
3. Assign the services performed on each visit at your catalog prices and set each visit's date — or switch the plan to a fixed monthly retainer fee.
4. Choose the pricing behavior: lock the price for a set number of years, or auto-increase it by a percentage each year.
5. Tap Save to keep it as a draft, then tap Activate to generate all the appointments across the full term.
6. On an active plan, tap "View PDF" to preview the contract, then send, print, or share it to the client from the preview.
7. Use the status tabs (Active / Draft / Paused / Cancelled) to track plans, with active-plan count and annual value shown at the top.

Marketing

Resetting the hub is Owner/Admin only.

One marketing home that finds win-back opportunities, sends email/text campaigns to your clients, and turns your job photos into ready-to-post social content in your brand's voice.

1. On the Autopilot tab, review the revenue opportunities the app found (dormant, overdue, lost, one-time, and due-soon clients), then tap "Review & send" to reach a group.
2. On the Outreach tab, tap the "+" to launch the campaign wizard: write a brief, get an AI draft, pick recipients, review, add photos, and send.
3. On the Social tab, open Packages and tap "Build a package," then drop in your job photos and add a quick note on each to get ready-to-post content for every platform.
4. Still on Social, open Channels and tap Connect for Instagram, Facebook, Google Business, or TikTok so posts can be published.
5. Schedule or publish a post from the Library, and use the Scheduled view to watch upcoming, published, and failed posts.
6. Use the Reviews tab to request and track Google reviews without leaving the hub.
7. Owner/Admin: tap the "..." menu and choose "Reset Marketing Hub" to wipe marketing content back to a clean slate.

Staffing & Growth

Reads your booked work, forecast, pipeline, and real team size to tell you whether your crew is underused, healthy, at capacity, or overloaded — and when to start hiring.

1. Open Staffing & Growth; the signal loads automatically (pull down to refresh).
2. Read the Current Signal at the top (Underutilized, Healthy, At Capacity, or Overloaded) and the plain-language hire recommendation beneath it.
3. Check the confidence and urgency indicators to gauge how strong the signal is.
4. Review the KPI tiles: jobs per tech per week, revenue per employee, expected jobs in the next 30 days, and average job value.
5. Read the Demand Drivers section to see what's pushing demand up or down and why.
6. Look at Pipeline & Backlog (weighted pipeline and unscheduled jobs/value) and the Revenue Horizon (14-day, 30-day, and projected revenue) to see what's coming.

AI Assistant

Available to all roles on a Grow plan (an owner can hide it per team member via Role Permissions). Not a separate add-on, but assistant replies are a metered AI capability that draw on your monthly AI credit allotment.

A voice-and-text co-pilot that can look up your schedule, revenue, and clients, search the live web, and take actions for you — draft a quote, book an appointment, create an invoice, send a client message, or start navigation.

1. Tap the sparkle orb on any screen, or open More → AI Tools → AI Assistant.
2. Type a question in the "Ask anything…" box and tap the send arrow — or tap one of the suggested prompts to see what it can do.
3. Tap the mic to talk; your words appear live in the banner at the top, and it answers when you pause. Tap again to stop and send.
4. Turn on "Hands-Free" (top-right) for a continuous back-and-forth: it listens, replies out loud, then automatically listens again.
5. Check the small chips above each answer (e.g. "Searched web", "Computed revenue", "Pulled client record") to see exactly what it looked at.
6. On a builder screen (like a quote), the orb changes to a wand — tapping it opens a co-pilot that edits that screen in place instead of the general chat.
7. Use the speaker, copy, or thumbs-down buttons under a reply to replay it, copy it, or mark it unhelpful.

Knowledge Hub

Available to all roles on a Grow plan (owner can restrict per member via Role Permissions).

A searchable library of your company's facts, policies, pricing notes, and FAQs that the AI draws on when it answers questions and handles calls.

1. Open More → AI Tools → Knowledge Hub.
2. Tap the + button to add an entry, fill in Title, Category, Content, and comma-separated Tags, then tap Save.
3. Or tap the sparkles button (AI Learn), type a topic, and tap "Learn Topic" to have the AI research it and add an entry for you.
4. Narrow the list with the category chips across the top, or type in the search bar to find an entry by title, content, category, or tag.
5. Tap any entry card to open its full content, source, and tags; tap Done to close.

AI Phone Agent

Owner setup; call usage is metered.

A 24/7 AI receptionist on your own business number that answers calls, books appointments, and captures leads when you can't pick up.

1. Open Settings → Finish Setup → AI Phone Agent and tap "Set Up My AI Phone."
2. Enter your company name, the number calls should ring first, and your local 3-digit area code, then tap "Set Up My AI Phone" (about ten seconds to provision your number).
3. Follow the on-screen Call Forwarding Instructions so your existing business number forwards to the new AI line — your customers keep calling the same number they always have.
4. Toggle the agent on and pick a Routing Mode: After Hours Only, Ring First (the AI backs you up after about 25 seconds), or Always On.
5. Set your Business Hours and work days.
6. Under "AI Agent Personalization," set the agent's name, industry, spoken voice (8 presets like Coral, Ash, and Sage), a transfer-to-a-human number, a closing message, and any custom instructions (like a current promo).
7. Use "Activate Now" / "Back to Auto" for a manual override, and review the last-30-days stats (total calls, AI-handled, leads created, transfers) at the bottom.

AI Assistant Voice

iPhone only. Owner setup.

Lets you choose the premium voice your in-app AI Assistant speaks with.

1. Open More → AI Tools → Voice Settings.
2. Paste an ElevenLabs Voice ID into "Quick Voice Setup" and give it a name.
3. Tap "Play Test" to hear it before you commit.
4. Tap "Set as Active Voice." Use the + button to build a small library of voices to switch between.

FieldOps Connect

Available to all roles on a Grow plan (owner can restrict per member via Role Permissions).

Schedule and run live video meetings inside the app with your crew and outside guests, each backed by an AI "meeting pack" pre-brief and an AI wrap-up recap.

1. Open More → AI Tools → FieldOps Connect.
2. Tap "Start Quick Meeting" to get the crew live right now — pick a meeting type, confirm who's in (the whole crew is pre-selected), and tap "Start Meeting Now."
3. Or tap Schedule (calendar-plus, top-right) to plan one: choose a type, title, date/time, and duration, then select team and external attendees.
4. Optionally link a client for context and write an agenda — tap "AI Agenda" to have it generated for you.
5. Keep "Send SMS reminders" on to text attendees at 30 minutes, 5 minutes, and at start; you can also paste a Zoom/Meet/Teams link.
6. Open a meeting's details and tap "Join Video Call" for the in-app room, or "View AI Pack" for the AI pre-meeting brief.
7. Inside the call, use Pack (glance at the brief), Share (send the join link), and Leave; on leaving, jot notes and tap "Generate Summary" for an AI recap plus action items you can share with the team.

Team Members

Inviting and editing crew is an owner/admin task in practice.

Keeps a roster of everyone who works for the company — owners, admins, sales, crew leads, technicians, office staff, and subcontractors — each with their own login, contact info, role, pay, skills, and a weekly work pattern.

1. Open Team Members to see everyone, with quick counts for Active, On Duty, and SMS-ready at the top.
2. Filter by role or search by name, email, or phone to find someone fast.
3. Tap Invite (top right) to add a new person — this sends them their own login (see the Invite step below).
4. Tap any member card to edit their details: name, contact, role, notification preferences, hire date, pay, and skills.
5. In a member's edit screen, set their Weekly Availability — pick Field, Office, or Off for each weekday (leave everything on Field if they're always available).
6. Tap the dollar-sign "Pay Roles" button to define reusable roles (like "Field Tech - $25/hr") so a new hire's wage auto-fills.
7. Use the trash icon on a card to remove someone; this hides them from active rosters but keeps their job history.

Invite Team Members

Sends a new teammate their own sign-in to your company account, generating a temporary password you share with them. Also lists invitations that are still pending.

1. Enter the person's email address.
2. Choose their role: Admin, Field Tech, or Office Staff.
3. Tap Send Invite.
4. When it succeeds, copy the sign-in details shown (email plus a temporary password) and pass them to your teammate.
5. Have them sign in with those details, then change their password in Settings.
6. If someone loses their temporary password, find them under Pending Invitations and tap the key icon to generate a fresh one.

Time Clock & Time Entries

The Time Clock is for everyone on the crew; reviewing and correcting entries is an owner/admin task.

The Time Clock is a big Clock In / Clock Out button with break controls and running today/this-week hour totals. Time Entries is the manager view that lists everyone's shifts for a date range, allows corrections, exports to CSV, and feeds payroll.

1. A crew member opens Time Clock and taps the large Clock In button to start a shift; the card shows how long they've been on the clock.
2. During a shift, use Start Break / End Break, and optionally type a note before clocking out.
3. Tap Clock Out to close the shift; today and this-week totals update automatically.
4. A manager opens Time Entries and picks a window (Today, This Week, or This Period) and optionally a single employee.
5. Tap any shift to correct the clock-in/out times, break minutes, or status — a reason for the edit is required before saving.
6. Use the menu (top right) to Export CSV or jump to Payroll Settings.

Time Off

Anyone can request; approving or denying is a manager action.

Lets a crew member request time off (PTO, sick, unpaid, or bereavement) with dates and hours per day, and lets a manager approve or deny pending requests. Tabs cover Request, Pending, and History.

1. Open Time Off and stay on the Request tab.
2. Pick the type, start and end dates, and hours per day, and add an optional reason.
3. Tap Submit request; it moves to the Pending tab.
4. A manager opens the Pending tab to see all requests awaiting a decision.
5. Tap Approve or Deny on any pending request.
6. Check the History tab to see everything already decided.

Productivity

Shows per-person productivity for a chosen window (Today, This Week, This Month): jobs completed, hours worked, revenue generated, labor cost, on-time arrival rate, and the labor-cost-vs-revenue ratio — plus average time spent per service type.

1. Open Productivity and pick a time range at the top.
2. Read the Totals card for company-wide jobs, hours, revenue, labor, and the overall labor-to-revenue ratio.
3. Scroll to each person's card to compare their jobs, hours, revenue, and labor cost.
4. Check the on-time arrival badge on each card (green means 85% or better).
5. Watch each person's Labor/Revenue percentage — it turns red when labor is eating too much of the revenue.
6. Expand a card's "Avg time per service" to see how long they typically take on each service type.

Payroll & Pay Stubs

Running payroll and generating tax forms is Owner/Admin only; crew members can view their own pay stubs.

Payroll is the hub for pay periods, timesheets, and time off, showing the current period's hours, how many entries are approved, and an estimated gross. Pay Stubs lists generated stubs (net and gross, tap to open the PDF) and, for owners/admins, year-end W-2 and 1099 forms.

1. Open Payroll to see the current pay period with total hours, approved count, and estimated gross.
2. Use the tabs to switch between Pay Periods, Timesheets, and Time Off.
3. As an owner/admin, tap Open period to review and run payroll for the open period.
4. From the Timesheets tab, jump to all timesheets, add a manual entry, or open the Time Clock.
5. Open Pay Stubs and choose a year; owners/admins can also filter by employee.
6. Tap any stub to open its PDF (it regenerates automatically if the file isn't ready yet).
7. As an owner/admin, pick an employee and use Download W-2 or Download 1099 for year-end forms.

My Availability

Self-service for any logged-in crew member.

Lets the signed-in person set their own weekly pattern — Field, Office, or Off for each weekday — which managers then see when scheduling jobs.

1. Open Settings and tap My Availability.
2. For each weekday, choose Field (on the truck), Office (admin/meetings), or Off (not working).
3. Tap Save.
4. Tap Done to close; your manager now sees this when scheduling.

Settings (overview)

The central hub for setting up and running your account — your logo, company info shortcuts, plan, phone/text numbers, data import, AI credits, availability, and account controls all live here.

1. Open More and tap Settings.
2. Scroll the cards top to bottom — Finish Setup, Company Logo, Account, plan, and the setup shortcuts.
3. Tap into any card (for example Business Text Number, AI Credits, or Auto-Scheduling) to configure it.
4. Use Sign Out at the bottom when you need to switch accounts.

Smart Import (AI CSV Import)

Upload a CSV or Excel export from any other system — Jobber, Housecall Pro, QuoteIQ, ServiceTitan, or a plain spreadsheet — and the built-in AI reads your column headers and sample data and automatically maps each column to the right FieldOps field. It also transforms data as it goes: a single "Customer Name" column is split into first and last name, dollar amounts and dates are cleaned into the app's format, and paid invoices are recorded so they show up in your financials. Works for three record types: Clients, Invoices, and Appointments.

1. Export your data from your old system as a CSV or Excel file (most have an "Export" button).
2. In FieldOps, open More → Admin and pick Import Clients, Import Invoices, or Import Appointments (or use the Import from CSV button on the Clients or Invoices screen).
3. Choose your file. The AI analyzes it and proposes a mapping of your columns to FieldOps fields.
4. Review the mapping — each column shows what it was matched to. Tap any one to change it if the AI guessed wrong.
5. Tap Import. Large files are handled automatically in batches.
6. Repeat for each record type — do clients first, then invoices and appointments so they link to the right client.

Finish Setup (Setup Checklist)

A progress-tracked checklist that walks you through the must-do setup items (company info, logo, priced services, sales tax, Google review link, taking card payments) plus optional "power up" items (invite crew, AI phone, scheduling rules, website, assistant voice, knowledge base).

1. Open Settings and tap Finish Setup.
2. Check your progress bar and the Organize list.
3. Tap any unchecked item to jump to that setup screen.
4. Complete it, then come back — items tick off automatically as your account data fills in.
5. Work through the Power Up list when you're ready for automations and growth tools.

Company Profile

Stores your business name, phone, email, website, address/service area, logo URL, Google review link, sales tax rate, and internal notes.

1. Open More → Admin → Company Profile.
2. Fill in Contact Info (name, phone, email, website).
3. Fill in Location and set your Sales Tax % (enter 0 if you don't charge tax).
4. Paste your Google review link so review requests point to your page.
5. Tap Save Changes.

Company Logo

Uploads your logo image so it appears across the top of every page in the app (and on your branded documents).

1. Open Settings and find the Company Logo card.
2. Tap Upload Logo (on iPad/iPhone you pick from Photos; on Mac you choose an image file).
3. Review the preview.
4. Use Replace to swap it or Remove to clear it.

Stripe & Payments

Shows whether Stripe is connected, which keys and webhook are configured, a Test/Live mode switch, and a running summary of payments collected.

1. Open More → Admin → Stripe Settings.
2. Check the Connection Status and Configuration cards for green checkmarks.
3. Leave the switch in Test Mode while you're trying things out; flip it to Live Mode to process real charges.
4. Review Payment Activity and Recent Payments to confirm collections.
5. Tap Open Stripe Dashboard for anything deeper.

Role Permissions

Lets you create roles (Admin, Manager, Technician, Office Staff, or custom) and choose exactly which tools each role can see in the app.

1. Open More → Admin → Role Permissions.
2. Tap the + button to add a role (or tap an existing role to edit it).
3. Give it a name, or tap a Quick Preset (Admin/Manager/Technician/Office Staff) to load a sensible starting set.
4. Check or uncheck individual tools under "Tools this role can access."
5. Tap Create Role / Update Role — it applies immediately.

Import Data (CSV Wizard)

A guided wizard that brings your existing clients, invoices, or quotes into FieldOps from a CSV exported by QuickBooks, Jobber, Housecall Pro, or any spreadsheet.

1. In Settings, tap Import Data from CSV.
2. Pick what you're importing: Clients, Invoices, or Quotes.
3. Upload your CSV file.
4. Map your spreadsheet's columns to the matching FieldOps fields (name, address, amount, dates, and so on).
5. Preview the parsed rows to check they look right, then commit the import.

Import Clients & Invoices (Smart Import)

Dedicated importers for bulk-loading your client list ("Smart Import") and your invoice history separately from the guided CSV wizard.

1. Open More → Admin.
2. Tap Import Clients to load your customer list, or Import Invoices for billing history.
3. Provide your file and follow the on-screen prompts.
4. Confirm the import.

Duplicate Cleanup

Scans your client list for likely duplicate records, groups them, and lets you merge each group into one primary record.

1. Open More → Admin → Duplicate Cleanup.
2. Let it scan; review the "Potential Duplicate Groups."
3. In each group, select the record you want to keep as the primary.
4. Tap Merge to fold the duplicates into it.

Business Text Number

Turns on two-way texting from your own business number so reminders, quotes, and replies come from your line instead of a shared one.

1. Open Settings → Business Text Number.
2. Review your number, whether texting is On, and your carrier-registration status.
3. If texting is off, tap "Turn on texting from my number."
4. Complete carrier (A2P) registration when prompted so messages deliver reliably.

AI Credits

Shows your monthly AI credit balance and usage, lists what each premium AI tool costs in credits, and explains purchased "pack" credits and auto-reload.

1. Open Settings → AI Credits.
2. Read your balance and the "This month" usage bar.
3. Scroll to "Credit cost per AI tool" to see what each feature spends.
4. Check "Pack credits" for any purchased credits, which never expire.

Auto-Scheduling

Controls how the app proposes and books jobs — your working days, daily job limit, how far out to schedule, how to weight proposed dates, and blackout dates.

1. Open Settings → Auto-Scheduling.
2. Toggle auto-scheduling on, then set your daily job limit and working days.
3. Set your lead time (how many days out the earliest booking can be).
4. Choose a proposal style (earliest, balanced, or spread out).
5. Add any blackout dates (vacation, holidays), then Save.

Subscription & Plan

Shows your current plan (Free Trial, Organize, Manage, or Grow), your limits (users, clients, monthly AI credits), and an owner badge.

1. Open Settings and scroll to the plan card.
2. Read your plan name, tagline, and included limits.
3. If you're an admin who should be the owner, tap "Claim Owner Access."

AI Learning & Data Cleanup

"Reset My" is per-user; "Reset Company" and the tool-history clears are Owner/Admin actions.

Lets you wipe the preferences the AI has learned (just yours, or the whole company's) and clear old test results from specific tools (competitor scans, driveway scans, forecasts, phone call logs, marketing insights).

1. Open Settings → AI Learning & Cleanup.
2. Tap "Reset My AI Learning" to clear just your learned preferences, or "Reset Company AI Learning" for the whole company.
3. Under Clear Tool History, tap the specific tool you want to wipe (for example Clear Driveway Scans).
4. Confirm the action in the dialog.

Account Deletion / Cancel

Behavior differs by role (owner vs team member).

Self-serve account deletion. For an owner it permanently deletes the whole company and all its data; for a team member it just removes their own login.

1. Open Settings and scroll to the Account card.
2. Tap Delete My Account.
3. Read the warning carefully (it changes depending on whether you're the owner).
4. Tap Delete to confirm — you'll be signed out.