Field Promax

Welcome & Quick Start Guide

Welcome to FieldPromax -- your all-in-one field service management platform. This guide introduces what FieldPromax does, how these tutorials are organized, and the recommended path for new users.

What Is FieldPromax?

FieldPromax helps field service businesses manage every aspect of their operations from a single platform. Whether you run an HVAC company, a plumbing business, an electrical contracting firm, or any other service-based organization, FieldPromax streamlines your daily workflow.

The platform covers the full lifecycle of field service work:

  • Work Orders — create, assign, track, and close jobs from start to finish.
  • Dispatch & Scheduling — assign service providers to jobs on a visual calendar, track job status in real time, and optimize routes.
  • Estimates — send professional estimates to customers with built-in approval workflows.
  • Invoicing & Payments — generate invoices from completed work orders and collect payments via Stripe or manual recording.
  • Customer Management (CRM) — maintain a full customer database with contact info, service history, and equipment records.
  • Integrations — sync with QuickBooks Online, QuickBooks Desktop, Xero, Stripe, and Google Calendar.
  • Mobile App — service providers use the mobile app in the field to view schedules, capture signatures, upload photos, and mark jobs complete.
  • Projects & Purchase Orders — manage larger projects with phases, purchase orders, and pay applications.
  • Marketing & Leads — capture leads through web forms, run email campaigns, and track referrals.

How These Tutorials Are Organized

The tutorials are grouped into sections that mirror how you would set up and use FieldPromax. Each section focuses on a specific area of the platform. You can read them in order or jump directly to the topic you need.

  1. Getting Started — account setup and your first work order walkthrough.
  2. Company Setup — configure your company information, work order settings, text messages, taxes, PDFs, and more.
  3. User Management — add team members, assign roles, and set up customer portal access.
  4. Manage Lists — set up products, job types, vehicles, skills, vendors, and other reference data.
  5. Integrations — connect QuickBooks, Xero, Stripe, and Google Calendar.
  6. Customers, Estimates, Work Orders, Dispatch — day-to-day operations guides.
  7. Invoicing, Payments, Timekeeping, Reports — financial and reporting tools.

Tip: If you are brand new, follow the recommended reading order below. If you already have your account configured, skip ahead to the section you need.

Recommended Reading Order for New Users

  1. Setting Up Your Account — enter your company info, connect your accounting software, and add your first user.
  2. Company Information — verify your company name, address, timezone, and currency.
  3. Products & Services — add the products and services you sell so they are ready for work orders.
  4. Creating & Managing Users — add your service providers and other team members.
  5. Your First Work Order — walk through the complete process from customer creation to payment collection.

Next Steps