The Hub is the first screen you see when you log in to Fieldsity. It gives you a live summary of your business and one-click shortcuts to the things you do most.
Quick actions
The four buttons under the greeting are your fastest way to get work into Fieldsity. For example, to start a new job, click New job:
The same row lets you create a client, an estimate, or an invoice — each takes you straight into the relevant form with nothing else to click through.
Note: The same shortcuts are available on every screen — click Create new at the top of the sidebar.
Reading your Summary
The Summary section is a live snapshot of where your business stands right now:
Tile | What it tells you |
Up next / Later this week | Visits on your schedule for today and the rest of the week. |
Clients / Services offered | The size of your client base and your service catalog. |
New requests | Incoming work requests waiting for a response. |
Draft jobs | Jobs you started but have not scheduled yet. |
Ready to invoice | Completed work you can bill today. |
Monthly payments | What you have collected this month, with the change from last month. |
Every tile is clickable and takes you straight to the filtered list behind the number.
Finding your way around
Use the sidebar on the left to move between Clients, Requests, Estimates, Jobs, Invoices, and your Calendar.
Tip: Press ⌘K (or Ctrl+K on Windows) anywhere to search everything — clients, jobs, invoices — from one place.
On the go? The Hub works the same way on your phone — see What is the Hub on the mobile app?