Field Promax Tutorials & Guides

New to Field Promax? Start here for a quick setup guide and your first work order walkthrough.

Create and manage work orders from start to finish.

The five settings areas of the app — Company, Users, Lists, Time Card, and Integrations — each with an interactive tour.

Manage your customer database, history, and customer portal.

Create, send, and manage estimates with customer approval workflows.

Schedule jobs on the calendar, dispatch service providers, and track locations.

Generate invoices and collect payments online or manually.

Organize multi-phase jobs with budgets, phase tracking, progress billing, and vendor purchase orders.

Capture and qualify leads, and turn happy customers into referrals with tracked rewards.

Track time, manage PTO, approve timecards, and integrate with payroll.

Use Field Promax on your phone for work orders, GPS, signatures, and more.

View business analytics, run reports, and use AI-powered insights.

Configure email and SMS notifications for your team and customers.

The app's More Tools menu: equipment, custom pricing, and more.

Manage your subscription plan and account settings.

Find solutions to common issues and workflow tips.