Field Promax

Setting Up Your Account

Get your FieldPromax account ready for daily use by entering your company information, connecting your accounting software, adding your first service provider, and reviewing essential settings.

Before you start:

  • You need your FieldPromax login credentials (provided during signup).
  • Have your company details handy: business name, address, phone, and timezone.
  • If you use QuickBooks or Xero, have your login credentials ready for those as well.

Step 1: Log In for the First Time

  1. Open your browser and go to app.fieldpromax.com.
  2. Enter the Email and Password you created during signup.
  3. Click Sign In.

Result: You land on the default startup page (typically the open work orders list). The first time you sign in, you should head to company settings to complete your profile.

Step 2: Enter Your Company Information

  1. Navigate to Settings → Company → Info.
  2. Enter your Company Name.
  3. Enter your Phone number.
  4. Fill in your Address, City, State, and Postal Code.
  5. Select your Country from the dropdown.
  6. Under Regional Settings, choose your Time Zone.
  7. Select your preferred Currency Symbol and Date Format.
  8. Click Save Changes.

Result: Your company profile is saved. This information appears on invoices, estimates, and PDFs sent to customers.

Step 3: Connect Your Accounting Software

If you use QuickBooks Online or Xero, connecting your account allows FieldPromax to sync customers, products, and invoices automatically.

  1. On the Company Information page, look for the QuickBooks Connect or Xero Connect button in the toolbar.
  2. Click the connect button and sign in with your accounting software credentials.
  3. Authorize FieldPromax to access your account.

Result: Your customers and products begin syncing from your accounting software into FieldPromax. This may take a few minutes depending on the size of your data.

Tip: You can also connect your accounting software later from Settings → Integrations. If you do not use QuickBooks or Xero, you can add customers and products manually.

Step 4: Add Your First Service Provider

  1. Navigate to Manage Users from the main menu.
  2. Click Create User.
  3. Fill in the service provider's Name, Email, and Phone.
  4. Set the Security Level to Service Provider.
  5. Save the new user.

Result: The service provider receives a welcome email with login instructions. They can sign in to the mobile app to view and complete assigned work.

Step 5: Basic Settings Checklist

Before you start creating work orders, review these essential settings. You do not need to configure everything now, but checking these items ensures a smooth experience.

  • Work Order Settings — set your work order numbering prefix and custom field labels. Learn more.
  • Tax Settings — add your tax rates so they are ready for invoicing. Learn more.
  • Products & Services — add at least a few products or services to use in work orders. Learn more.
  • Job Types — create job type categories (for example, "Emergency Repair" or "Routine Maintenance"). Learn more.
  • Text Message Settings — enable SMS notifications if you want to text customers and service providers. Learn more.

Next Steps