Role-based tracks
Administrator Track
For owners and office managers responsible for setting up and configuring the platform.
- Initial setup and branding
- Users, employees & permissions
- Services, rates & price book
- Feature flags and subscription plan
Dispatcher Track
For office staff managing daily scheduling, dispatch, and customer calls.
- The dispatch board end-to-end
- Creating and assigning jobs
- Heads-up SMS and reminders
- Rescheduling and conflict handling
Office Admin Track
For bookkeepers and admin staff handling invoicing, payments, and customer records.
- Estimates, invoices, signatures
- Stripe payments & the customer portal
- QuickBooks sync setup
- Reporting and exports
Technician Track
For field technicians using the mobile app day-to-day.
- First-time iOS app sign-in
- Completing a job end-to-end
- Time tracking & materials
- Customer signatures and photos
Formats
- Live onboarding (Essential, Professional, Enterprise plans): one-on-one video walkthrough with our team, scheduled within 48 hours of signup.
- Written guides: step-by-step PDFs covering each track above. Available in your admin dashboard under Help → Training.
- Video tutorials: short screen-recorded walkthroughs of each major workflow. Rolling out Q3 2026.
- Office-hour webinars: open Q&A sessions for live customers, monthly. Invitations sent to account administrators.
Book an onboarding session
New customer? Need a refresher after adding staff? Email us and we'll schedule a live session on your calendar.
Schedule a training call
Include your company name and a few time windows that work for you.
fieldwisehq@gmail.com