FieldOps Help Center
Find answers about setting up FieldOps, managing jobs, sending invoices, collecting payments, using AI tools, automating reviews, and choosing the right plan.
🚀 Getting Started
Learn how to set up your business, add customers, create jobs, and start using FieldOps.
📋 Jobs & Scheduling
Manage jobs, appointments, photos, job notes, team assignments, and job status.
💳 Invoices & Payments
Create invoices, track unpaid balances, collect payments, and manage customer billing.
🤖 AI & Automation
Use AI job notes, AI marketing posts, review automation, and recurring workflows.
⭐ Reviews & Growth
Send review requests, improve your online reputation, and turn completed jobs into growth.
👥 Teams & Account
Manage team members, account settings, plans, billing, and support requests.
Getting Started
What is FieldOps?
FieldOps is a business management app built for local service businesses such as plumbers, HVAC companies, electricians, cleaners, landscapers, pest control companies, roofing businesses, clinics, realtors, insurance agents, and other appointment-based or field service teams.
Who should use FieldOps?
FieldOps is best for business owners who manage jobs, customers, appointments, invoices, payments, follow-ups, reviews, photos, and team activity. It is especially useful for service businesses that want to reduce admin work and get paid faster.
How do I start using FieldOps?
Create your account, select your business type during onboarding, add your business details, and create your first job. After that, you can add customers, track job progress, send invoices, collect payments, and use automation tools.
Can I use FieldOps from my phone?
Yes. FieldOps is designed to work well for mobile-first business owners and field teams. You can manage jobs, notes, photos, invoices, and follow-ups while you are on the go.
Do I need technical knowledge to use FieldOps?
No. FieldOps is designed to be simple. You do not need technical skills. The app guides you through setup, job creation, invoice tracking, review requests, and business tools step by step.
Jobs, Scheduling & Customers
How do I create a job?
Go to the Jobs section, tap Create Job, add customer details, select the service type, add job notes, choose the date and time, and save the job. You can update the job status as work moves forward.
Can I track job status?
Yes. You can track jobs through different stages such as scheduled, in progress, completed, invoiced, paid, or follow-up needed. This helps you stay organized and avoid missed work.
Can I add before and after photos?
Yes. FieldOps supports job photos so you can document work, show proof of completion, improve customer trust, and keep a clear job history.
Can I manage customers inside FieldOps?
Yes. You can store customer names, contact details, job history, invoices, notes, and follow-up activity so you do not lose important information.
Does FieldOps work for appointments too?
Yes. FieldOps can be used for jobs, appointments, inspections, consultations, estimates, service calls, and client meetings depending on your business type.
Invoices, Payments & Revenue
Can I create invoices in FieldOps?
Yes. Paid plans allow you to create invoices, track unpaid amounts, and organize customer billing in one place.
Can FieldOps help me get paid faster?
Yes. FieldOps helps by keeping invoices organized, highlighting unpaid balances, and making it easier to follow up with customers after a job is completed.
Does FieldOps support payment tracking?
Yes. You can track whether invoices are unpaid, partially paid, or paid. This gives you a clearer view of your revenue and outstanding payments.
Does FieldOps support Stripe payments?
Stripe payment support may be available depending on your plan and setup. This allows customers to pay invoices online instead of relying only on manual collection.
Can FieldOps show unpaid invoices?
Yes. FieldOps can help you see unpaid invoices so you know where money is sitting and which customers need follow-up.
AI Features & Automation
What AI features are included in FieldOps?
FieldOps includes AI-powered tools such as AI job notes, AI marketing posts, business insights, smart workflows, and automation features depending on your plan.
What are AI job notes?
AI job notes help turn quick notes into cleaner, more professional job summaries. This saves time and helps you keep better records after each job.
What are AI marketing posts?
AI marketing posts help turn completed jobs into social media content. For example, after finishing a plumbing, HVAC, cleaning, or landscaping job, FieldOps can help create a post you can share online.
Can FieldOps automate review requests?
Yes. Review automation helps you request reviews after successful jobs, making it easier to build your online reputation and attract more customers.
Can FieldOps automate recurring work?
Yes. Depending on your plan, FieldOps can help with recurring jobs, recurring invoices, and repeat service workflows so you do not have to manually recreate the same tasks again and again.
Reviews & Business Growth
How does review automation work?
After a job is completed, FieldOps can help you send a review request to the customer. This makes it easier to collect positive reviews from happy clients.
Why are reviews important for local service businesses?
Reviews help customers trust your business. More positive reviews can improve conversion from ads, referrals, Google searches, and repeat customers.
Can I customize the review message?
Yes. You should be able to customize review request messaging so it matches your business tone and feels personal to your customers.
Can FieldOps help with follow-ups?
Yes. FieldOps is designed to help you avoid missed follow-ups, unpaid invoices, forgotten leads, and incomplete customer communication.
Plans, Billing & Account
Is there a free plan?
Yes. FieldOps offers a free plan for testing the app with limited usage. It is best for trying the platform before upgrading.
Which plan is best for most businesses?
The Pro plan is usually the best choice for serious service businesses because it includes invoices, payments, AI tools, review automation, recurring invoices, and stronger business automation.
Can I upgrade later?
Yes. You can start with a lower plan and upgrade as your business grows or when you need more features.
Can I cancel anytime?
Yes. FieldOps is designed with flexible plans, so you can cancel or change your plan based on your business needs.
Do yearly plans save money?
Yes. Yearly plans can offer savings compared to monthly billing, usually positioned as two months free.
Security & Support
Is my business data safe?
FieldOps is designed to keep your business information organized and protected. You should always use strong passwords and keep your account login secure.
Can my team access FieldOps?
Team access depends on your plan. Higher plans are designed for businesses that need multiple users, team workflows, and advanced operational tools.
How do I contact support?
You can contact support through the app, your account area, or the contact page on the FieldOps website.
What should I do if I find a bug?
If something is not working correctly, contact support with a short explanation, screenshot, device details, and the steps that caused the issue.
Can I request a new feature?
Yes. FieldOps is built for service businesses, so feature requests from real business owners are valuable. You can submit ideas through support.
Still need help?
FieldOps is built to be simple, but support is available when you need help setting up jobs, invoices, payments, AI tools, or automation.
Contact Support