Fieldsity

Out in the field and need to find a client's number or check a job? The Search tab finds it fast.

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Tap Search in the bottom tab bar and start typing. Fieldsity looks across everything and shows matches right away.

The mobile Search screen with results across clients, invoices, payments, and jobs

Use the tabs — Recent, Clients, Requests, Estimates, Jobs — to narrow what you're looking at. Each result shows its status and key details, and a tap opens it.

Tip: Standing at the wrong door? Search the client's name to pull up their address and phone number in seconds.

Related: <a href="https://help.fieldsity.com/en/articles/13976603-what-is-the-hub-on-the-mobile-app">What is the Hub on the mobile app?</a>

Search by keyword and filter by category and status.

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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