Interactive Tours

Five tours you pick from a menu — the same settings menu as the app — with every menu item explained: all 18 Company screens, creating users (QuickBooks item assignment, welcome email), all 12 lists, Time Card, and all 7 integrations.

Create a work order in the split-screen modal, then master the edit screen — the header, all 3 main tabs, and the 9 bottom tabs: payments, checklist, images, documents, equipment, expenses, and live profit.

Run a big job in installments — pick your billing style: Cost Summary (T&M) from live work orders, or Schedule of Values with pay applications, retainage, and change orders.

The estimates list with approval badges, the create modal, line items with markup, and the Optional-Products upsell tab.

The Send for Approval modal, the page your customer sees, self-service add-ons, the digital signature — and change requests.

One click turns the approved estimate into a work order — every line item, including customer-added options, carried over.

The dispatch board — six views, TEAM / INDIVIDUAL / JOB STATUS grouping, drag-to-assign from the Unassigned panel, the green work-complete check, and multi-visit work orders.

Schedule on top, live map below — click an event and the map flies to the job.

Scheduled jobs, unassigned orders, and live technician GPS on one map — with date and crew filters.

Drag a technician onto a date, pick from seven day-off types, and push it straight to their timecard.

The day-sheet — drag technicians onto jobs, status-colored schedules, dispatch notes, batch copy, and text-message blasts.

Optimize each technician's stops with one click — numbered routes, drive-time KPIs, saved routes, and planned-vs-actual history.

The work order IS the invoice — build the line items, email it as a branded Invoice PDF from your own work email, then post & close to QuickBooks or Close Only and Mark As Paid.

Four short tours you pick from a menu: a deposit on the estimate that flows into the work order, collecting on the web with a pay link and the Pending tab, collecting on mobile in the field, and the Payments page where everything shows up.

Set up repeat services once and let FieldPromax generate the work orders on schedule.

Organize a multi-phase job with budgets, work breakdown, and phase tracking.

Order from vendors, receive against the PO, and track payments.

Day one for a new technician — download Field Promax Plus, log in with the username and password from your welcome email, allow the two permissions that matter, and learn the dashboard and menu.

The Tiles / Calendar / Map views with live work-order counts, search, and the + button that creates referrals, customers, estimates, and work orders.

A real job on the phone — Accept and In Route, all four tabs, Check-in/Check-out with the timer, adding products, photos, the customer signature, and Get Paid at the door.

Quote and win in one visit — create the estimate on the phone, price it from the catalog with Optional-Products upsells, and collect the signature or email it on the spot.

One-tap Clock In with GPS stamps, Add Time and PTO, Send for Approval, the Timecard Summary — and expenses filed from the work order with a receipt photo.

Attach or register equipment right on the work order, read the unit's maintenance history before you open the panel, and chat with the office in Messages.

The capstone field day: finish a job offline in a dead-zone basement, watch it sync, then quote, sign, and take a card payment on a walk-up job.

The customer grid, search and export, and the Create Customer modal — plus how QuickBooks keeps the list in sync.

One page per customer: the Business Summary, all nine history tabs, and enabling the customer portal.

Estimate approval and the customer portal from the customer's side — sign online, track appointments, view invoices.

The leads pipeline — sources and status pills, live email threads on the lead, status history that shows where deals stall, and convert-to-customer.

Track every referral from submission to reward paid — from customers, and from techs in the field via the mobile app.

The full loop — techs Clock In on the phone, the office reads the grid (GPS stamps, pending clock-outs, utilization), then approves or rejects with a reason.

PTO types are job codes you define — book hours or days with Add PTO, push Days Off Planner entries to the timecard, and take requests from the phone.

The Time Card Summary pivot with Export to Excel, the Utilization Report, the Timecard Details PDF, and approved hours exported to QuickBooks.

Revenue, Cost, Profit, and Margin on every work order — each product's price against its Purchase Cost, line by line, while the job is still open.

Attach a checklist to a job type once and every new work order carries it — six field types, strikethrough completion, ad-hoc items, and the same list on the phone.

Receipts filed from the field land on the work order's Expenses tab for review and mark-as-Paid — plus per-schedule odometer mileage and the reports that total both.

Customer-scoped equipment records with Maintenance vs Definition custom fields, rental tracking, attaching to work orders, and the per-visit maintenance history.

Job Safety Analysis end to end — build tiered safety forms, techs fill and sign from the phone with SIF flagging, and the office approves or returns from one queue.

Different prices for different customers on the same product — build a Price Level, link customers and products, and every estimate and work order prices itself.

Name your crews once and every board inherits them — dispatch group filters and the TEAM view, Daily Dispatch sections, and the timecard filter.

Your per-user widget board — six live work-order tiles, collections and visit donuts, service-provider status, Edit Layout, global search, and your startup page.

All 32 standard reports in 7 groups — star Favorites, run with per-report filters, search inside results, open the chart views, export to Excel.

Where every notification actually lives — SMS with editable templates and reminders, admin emails per feature, per-tech toggles, automatic push on the phone.

A customer fills your public request form — photos, preferred times, no login — and your office converts it into a work order on one screen.