Set up your business
Enter your business details, select your trade, and define your service area. Takes about 2 minutes.
- Choose from 30+ trade categories
- Add your logo and contact info
- Set your service area
Add your customers
Import existing customers or add them as you go. Keep all their info, job history, and notes in one place.
- Store customer contact details
- Track service history
- Add notes and preferences
Schedule and complete jobs
Create jobs, assign them to dates, and track progress from scheduled to complete. Never lose track of work.
- Schedule jobs on your calendar
- Track job status in real-time
- Add photos and notes to jobs
Send estimates & invoices
Create professional estimates and invoices in seconds. Send them via email and get paid online.
- Professional PDF documents
- Email directly to customers
- Accept online payments
What to Expect
Here's how your first month with Fieldkit typically looks.
Day 1: Get Set Up
Create your account, add your business info, and customize your settings. You're ready to start in minutes.
Tips for this phase:
- •Add your logo for branded documents
- •Set up your service area
- •Invite team members if needed
First Week: Build Your Workflow
Add your first customers and jobs. Get comfortable with the system as you complete your regular work.
Tips for this phase:
- •Add customers as you meet them
- •Create jobs for scheduled work
- •Send your first estimate
Ongoing: Run Your Business
Fieldkit becomes your central hub. Customers, jobs, estimates, and invoices all in one place.
Tips for this phase:
- •Review your dashboard daily
- •Stay on top of unpaid invoices
- •Consider Pro for marketing tools
Why Contractors Switch
Fieldkit replaces spreadsheets, paper notes, and scattered apps