Fieldsity

A two-minute overview of what Fieldsity does and where to start.

What is Fieldsity?

A quick tour of the Hub dashboard and what each section does.

Navigating your Fieldsity Hub

Turn finished work into an invoice your client can view and pay.

Send your first invoice and get paid

Book your first job — client, details, workers, schedule, and line items in one guided flow.

Create and schedule your first job

Bring your team into Fieldsity with an invite link and the right roles.

Invite your team

The first settings worth completing — company profile, tax rates, availability, and your team.

Set up your company account

Put Fieldsity in your pocket — download the app and sign in.

Get the Fieldsity mobile app

Create your first client record — names, contact details, and the property where you'll do the work.

Add your first client

Fieldsity is a field service management platform for service businesses.

Getting Started

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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

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Prototype article-aware answer

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.

Prototype invite-team answer

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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