FieldClose Help Center
A clear next step.
From your first customer to the final invoice. Find the steps, check the details, and keep work moving.
Browse the guides
8 articles
- Getting started
Set up your business and first job
Start with your business details, a customer, and one job. Then check the path from quote to payment.
Business owners - Getting started
Invite your team and import customers
Choose the right access, accept an invitation, and review a customer CSV before importing it.
Owners and office teams - Quotes & payments
Price an estimate and collect approval
Review the scope and prices, send a customer portal link, and turn accepted work into a draft invoice.
Owners and pricing teams - Quotes & payments
Send invoices and understand payment status
Connect payments, send the right invoice, and understand processing, adjusted balances, and deposit limits.
Business owners and customer-facing teams - Your account
Manage your plan, billing, or cancellation
Find your current plan, open the billing portal, and check cancellation details before making a change.
Business owners - Field work
Use FieldClose on the job
Find assigned work, add photos and notes, and know exactly which updates can wait for a connection.
Technicians and dispatch teams - Your account
Sign in, reset a password, or get help
Recover access, troubleshoot an invitation, and send support the details needed to investigate.
Everyone with a FieldClose account - Your account
Export records for your accountant
Download the available CSV records and understand what those files do—and do not—include.
Business owners