A few minutes of setup makes everything else in Fieldsity smoother — your company details appear on every estimate and invoice you send.
Who can do this: Admins, Managers, and Dispatchers. (Anyone can edit their own profile.)
Follow the Get started checklist
When you first sign in, your Hub shows a Get started checklist. It walks you through the essentials one step at a time and tracks your progress — the fastest path through setup is simply to follow it.
The settings that matter first
Everything lives under Settings in the sidebar:
Company profile — your business name, address, and contact info. This is what clients see on your estimates and invoices.
Tax rates — set up sales tax so totals come out right from day one.
Availability — your working hours, holidays, and date-specific overrides.
Manage team — invite teammates and set their roles.
Tip: You don't have to finish everything now — every setting here can be changed later.
Add your services
Open Pricebooks in the sidebar and add the services you offer with their prices. Estimates and invoices pull from your pricebook, so a little setup here saves typing on every quote you ever send.
Next: Add your first client.