Bring one job all the way through.

Before you begin

Have your business name, service area, hours, team email addresses, and a few common service prices ready. Use fictional customer details while learning the workflow.

The 14-day trial begins when you create your business workspace. No card is required and there is no automatic charge.

Make the workspace yours

1. Create your business and choose your main trade. Add secondary trades when needed.
2. Review your business details, service area, and working hours in Settings.
3. Invite your team and review each person's role. Only give access to what they need.
4. Add your common services and pricing. Parts tracking is optional.

Try the whole customer journey

1. Take the request. Add the customer, service location, equipment, and issue.
2. Schedule the visit. Choose an available time and assign the technician.
3. Document the work. Record findings, photos, and any parts or return visit needed.
4. Prepare the quote. Review line items and share an approval link when your communication provider is ready.
5. Complete and invoice. Review the completed work and invoice. Record a test payment manually, or test your connected provider with its approved test flow.
6. See the customer's view. Open the appropriate shared appointment, quote, or service-summary link. Check what the customer sees before sending real work.

Do not enter real card details or send real charges as part of a practice run.

Bring existing records carefully

Keep your existing system and original exports until you have checked the transition. FieldBop does not currently offer a self-service customer CSV importer or automatic QuickBooks sync.

Tell us what system you use, approximately how many customers and jobs you have, and which history matters. We will review the scope before agreeing to a migration. Do not attach customer databases or payment details to the public contact form.

FieldBop backups are for FieldBop data recovery; they are not a general-purpose importer for other products.

Check before your first live day

• Team access and business hours are correct.
• Your quote, invoice, and customer-facing details look right.
• Email, texting, and payment services show their actual connection status.
• You have tested your phone workflow and any offline actions you plan to rely on.
• You know how to export records and reach support.