Fieldsity

Create a custom design with text, images, and links

Taj Shahrani

Fieldsity is a field service management platform for service businesses.

Getting Started

Add clients, manage properties and assets, import data, and organize contacts.

Managing Clients and Properties

Create jobs, schedule visits, track time, log work, and use the calendar.

Jobs and Visits

Create, send, and manage estimates with templates, deposits, and job conversion.

Estimates

Rob Bull

Create invoices, collect payments, set up SityPay, process refunds, and manage tax rates.

Invoicing and Payments

Use the calendar, assign techs, optimize routes, and manage your team's schedule.

Scheduling and Dispatch

Build and manage your service and product catalog for consistent pricing.

Pricebooks

Invite team members, assign roles, manage locations, and control access.

Team Management

Self-service portal where clients view estimates, pay invoices, and check appointments.

Client Portal

Track revenue, visit trends, and team performance with dashboards and reports.

Analytics and Reporting

Compare plans, upgrade, manage billing, and use the referral program.

Subscription and Billing

Update company and personal profiles, notifications, integrations, and security.

Settings and Configuration

Daily Hub, visit workflows, photos, search, notifications, and getting help on mobile.

Mobile App

Fix common issues with login, syncing, payments, calendar, and email delivery.

Troubleshooting

Find answers and get help from Intercom Support and Community Experts

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