Field Promax

Welcome & Quick Start

Welcome to FieldPromax — your all-in-one field service management platform. This page gives you the lay of the land and a guided first hour: most guides here are interactive tours that walk you through the real screens, click by click.

What Is FieldPromax?

FieldPromax runs the full lifecycle of field service work — whether you are an HVAC company, a plumbing business, an electrical contractor, or any other service organization:

  • Work Orders — create, schedule, track, and close jobs from start to finish.
  • Dispatch — assign service providers on a visual calendar, watch job status live, and optimize routes.
  • Estimates — send professional estimates with customer approval and digital signatures.
  • Invoicing & Payments — the work order is the invoice; collect by card, payment link, or manual entry.
  • Customers — a full customer database with history, equipment, and a customer portal.
  • Mobile App — your service providers run their whole day from the phone: schedules, photos, signatures, payments.
  • Projects & Purchase Orders — bigger jobs with phases, budgets, progress billing, and vendor POs.
  • Marketing — lead forms for your website and ads, plus referral tracking.
  • Timekeeping — one-tap clock-in on the phone, approval on the web, hours to QuickBooks.

Note: Items marked with a play icon in the sidebar are interactive tours — guided click-throughs of the actual app screens. Nothing to install, nothing you can break.

Your First Hour

Follow these tours in order and your account goes from empty to running its first job:

  1. Company settings — your company name, address, logo, taxes, and the features you want switched on.
  2. Add your team — create each service provider; they get a welcome email with their username and password.
  3. Hand your techs the app — send them the Service Provider Basics tour: download, log in with the emailed credentials, first look around.
  4. Set up your lists — products and services, job types, and the other reference data work orders are built from.
  5. Connect your accounting — QuickBooks or Xero sync customers, products, and invoices automatically. (Skip if you don't use them — everything works manually too.)
  6. Create your first work order — the create modal, the edit screen, and every tab on it.
  7. Dispatch it — drag the job onto a service provider on the calendar.
  8. Get paid — the payment lifecycle from deposit to paid-in-full.

Tip: Already configured? Jump straight to the section you need — every tour stands on its own.

Where Everything Lives

  • Work Orders — creating and editing orders, recurring orders, service requests, profit analysis, checklists, and expenses.
  • Settings — every settings screen, one tour per area: Company, Users, Lists, Time Card, Integrations.
  • Customers / Estimates / Dispatch — the day-to-day operating loop.
  • Invoicing & Payments — invoices and the full payment lifecycle.
  • Projects — multi-phase jobs, progress billing, and purchase orders.
  • Marketing — leads and referrals.
  • Timekeeping — clock-in to approval, PTO, and payroll exports.
  • Mobile App — seven tours covering the service provider's phone, from day one to a full field day.
  • More Tools — equipment, custom pricing, and JSA safety forms — matching the app's More Tools menu.

Next Steps