Company Setup
The five settings areas of Field Promax, same menu as the app — with every menu item explained, one quick sentence at a time. Take them in order, or jump straight to the one you need.
1
Company
▶ 4 min
All 18 settings screens, one quick explanation each — company info, branding, calendar, mobile app rules, payments, PDF, SMS, and the Work Order settings that shape your workflow.
2
Users
▶ 2 min
Create a user start to finish — security levels, the required QuickBooks item assignment, and the welcome email that delivers their login and password.
3
Lists
▶ 3 min
All twelve lists behind the app's dropdowns — the product price book, job types & checklists, statuses, skills, vehicles, vendor catalogs, work groups, and more.
4
Time Card
▶ 1 min
One master switch, per-user permissions, and the job codes your team clocks against.
5
Integrations
▶ 2 min
All seven, one at a time — QuickBooks Online & Desktop, Xero, Stripe, Google Calendar, Email, and Mail Parser — what each syncs and how to connect it.