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

Configure your company information, work order settings, and customize your experience.

Add team members, set roles and permissions, and manage customer portal access.

Set up products, job types, vendors, skills, and other reference data.

Connect QuickBooks, Xero, Stripe, Google Calendar, and other tools.

Manage your customer database, history, and customer portal.

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

Create and manage work orders from start to finish.

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, and progress billing (pay applications).

Create and manage vendor purchase orders with receiving and payments.

Run email campaigns, drip sequences, and AI-powered marketing automation.

Capture and qualify leads with custom forms and pipeline tracking.

Set up referral programs and track customer referrals.

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

Catalog equipment, attach to work orders, and track maintenance history.

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.

Access job costing, checklists, expenses, custom pricing, and team tools.

Manage your subscription plan and account settings.

Find solutions to common issues and workflow tips.