Help Centre
Mga sunud-sunod na gabay para sa lahat ng nasa FieldQuo — quotes, trabaho, invoice, pagbabayad, ang iyong team, ang iyong website, at paggamit sa telepono.
Mag-browse ayon sa paksa
- PagsisimulaAng unang araw mo, ang sidebar, mga role, pag-import at kung saan hihingi ng tulong.23 artikulo
- Mga lead at quoteMula sa tanong hanggang sa aprubadong presyo — quotes, add-on, AI review, instant estimate.40 artikulo
- Mga trabaho at iskedyulMga trabaho, pagbisita, ang kalendaryo, shift ng crew, oras at mga task.31 artikulo
- Mga invoice at pagbabayadMga invoice, Stripe, bayarin at payout, deposito, service plan.28 artikulo
- Mga kliyenteMga record ng kliyente, kagamitan, review at referral.14 artikulo
- Team at accessSino ang nakakakita ng ano, seats, payroll, subcontractor, sasakyan at pagbili.26 artikulo
- Marketing at websiteAng iyong website, funnel, kampanya, ang designer at social posting.25 artikulo
- Mga mensaheFacebook, Instagram at WhatsApp, ang AI employee, text, email at ang receptionist.18 artikulo
- Sa telepono at ang crewAng ginagawa ng crew sa telepono: clock, larawan, chat, iskedyul.17 artikulo
- Mga ulat at insightAng dashboard, KPI, paghahambing, statement at gastos.21 artikulo
- Mga settingBawat hilera ng Settings menu, ano ang ginagawa nito at ano ang binabago.49 artikulo
- Billing at ang iyong subscriptionMga plano, seats, invoice mula sa FieldQuo, pagbabago at pagkansela.16 artikulo
- Ang nakikita ng iyong mga kliyenteAng mga pahina at email na natatanggap ng may-ari ng bahay — sa pangalan mo.16 artikulo
- Mga integrasyonStripe, Meta, WhatsApp, telepono, mapa, larawan, email at ang iyong bookkeeper.12 artikulo
- Sa FieldQuo langAng mga bagay na hindi mo mahahanap sa ibang produkto.34 artikulo
Mga sikat na artikulo
- Your first day: the setup checklistThe two cards on your dashboard that list what is still missing, what each item unlocks, and a sensible order to do them in.
- Build a quoteThe quote builder from top to bottom — client, assignee, language, services, lines, cost and margin, notes, photos, totals — and the three ways out of it.
- Send a quoteOne button emails the quote from your company's name, in the client's language, with the PDF attached and an approval link — and records that it went.
- Connecting Stripe and getting verifiedSettings → Payments, step by step: Connect with Stripe, what the page shows while Stripe checks your details, and what Active, Paused and Held mean for your money.
- Payment processing fees and payoutsWhat a card or bank-debit payment costs you, how the fee shows on each payment, when the money reaches your bank, and how your bookkeeper records it.
- Invite a team memberHow to add somebody to your company from the New User form, what they receive, how long the invitation lasts, and what a pending invitation counts for.
- The website builderDescribe how your site should feel, and FieldQuo writes it from the details you already entered — then Save, Publish, and change it by typing again.
- The phone receptionistAn AI receptionist on a local number: what it does on a call, how to set it up in seven cards, what each control changes, what a minute costs, and what nobody else's pricing page lists.
- Instant quotes on your websiteTurn a trade on, set your rates and choose whether the homeowner sees a range — every estimate lands in Estimate Reviews, and your rate card never leaves the building.
- Using FieldQuo on your phoneFieldQuo runs in your phone's browser — no app to download. What the phone layout looks like, how to sign in, and what works from a driveway.