Glossary
FieldQuo's own words — seat, crew login, instant estimate, add-on, takeoff, price book, white label, service plan, work area, bank debit and the rest — in the sense the screens use them.
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A short dictionary of the words FieldQuo uses that another tool may use differently, or not at all. Each definition is the sense the screen means; where a word has a settings row, the row is named.
Selling the work
| Term | What it means in FieldQuo |
|---|---|
| Lead | An enquiry — from your website form, booking link, instant estimate, receptionist or a referral — on the Leads board, scored Hot, Warm or Cold. |
| Quote | The priced offer you send. It keeps the language it was created in and carries your branding, as a page and a PDF. |
| Quote type | A kind of work you sell, with its intake questions and rates, on Settings → Services & Pricing. The trade's built-in types plus your own custom ones. |
| Takeoff | The trade-specific form that turns measurements into priced lines — squares of roof, doors and drawer fronts, linear feet. |
| Price book | Settings → Products & Services: your own services and products with their rates. A line on a quote is picked from here. |
| Instant estimate | A price range a homeowner produces themselves on your website, from your rates, never ours. It lands in Quote reviews before it can go out. |
| Quote review | The step where a person confirms an instant estimate's price and presses Approve. Nothing an algorithm priced reaches a client without it. |
| Add-on | An optional extra at the bottom of a quote that the client can tick on the approval page. The server prices it; the browser never sends an amount. |
| Good, better, best | Three priced options on one quote. The pricing exists behind the scenes, but there is no screen for it yet. |
| Break-even price | The least a job must fetch to cover your overhead, worked out on Settings → Overhead from your real fixed costs. |
Doing the work
| Term | What it means in FieldQuo |
|---|---|
| Job | The work after a quote is approved: visits, crew, materials, photos, checklists. Most jobs are made from an accepted quote. |
| Visit | One scheduled trip to the address, on the Calendar. A job can have several. |
| Arrival window | The span you promise the client (“between 8 and 10”) rather than a minute, set on Settings → Booking Page with the travel buffer. |
| Shift | A person on a job for a span of hours on Assign shifts. A draft until the week is published; the crew sees published shifts only. |
| Work area | A named territory or project on Settings → Work Areas, with the team members assigned to it, used to group jobs and tasks. |
| Checklist | Standard steps the crew works through on site, per phase, from Settings → Checklists. |
| Time clock | The crew's own punch — Clock in, Clock out — reviewed by the office on Timesheets before a pay run. |
| Crew inbox | The number your crew text photos and updates to; they file themselves against the right job, and the ones that cannot wait under Needs you. |
| Job costing | Quoted against actual — labour from logged hours, materials and expenses — so you know what a job made. A switch in a person's access grid. |
| Service plan | Recurring work sold as a package on Service Plans: a standing instruction to raise a visit and an invoice on a cadence. |
Getting paid
| Term | What it means in FieldQuo |
|---|---|
| Invoice | The bill, mirroring the quote's sections and branding, emailed with a pay-now link. |
| Deposit | The part of the quote due to book the job, set by the Payment schedule card on Settings → Company Settings — for example 50% to book and 50% on installation. |
| Booking fee | A charge taken when a visit is booked online, credited back against the invoice when the work goes ahead. |
| Processing fee | What a card or bank-debit payment costs you, taken off the payment before it reaches your bank: 3% + 30¢ on a card. |
| Bank debit (Canada) | Pre-authorized debit for Canadian clients billing in Canadian dollars: 1% + 40¢, capped at $5 a payment. |
| Client portal | The page a client reaches from the invoice email: their balance, invoices with a Pay button, and quotes. No login. |
| Payout | Stripe moving your balance to your bank, on its schedule. An instant payout to a debit card costs 1%. |
| Follow-up rule | An automatic email a set time after a quote, invoice or job hits a state — on Settings → Follow-ups. |
Your team and your plan
| Term | What it means in FieldQuo |
|---|---|
| Seat | Somebody who creates and changes quotes, jobs and invoices. Seats are the only thing the four plans differ by. |
| Crew login | Somebody who clocks in, reads their schedule and adds photos. Free, and never counted as a seat. |
| Access level | One of five presets on Your team — Crew, Estimator, Dispatcher, Manager, administrator — each a filled-in grid of eleven areas and three switches. |
| Custom | What a row reads once the owner has changed a single dial away from its preset. |
| Administrator | Everything the owner has except ownership itself. For a partner or a bookkeeper. |
| Pay run | A period's pay worked out from approved hours and your rates, with payslips. FieldQuo does not move the money. |
| AI allowance | The monthly amount of AI work included with your plan, shared by everything AI does for you. |
| AI credit and phone credit | Credit you buy on Settings → AI credit for phone minutes and AI images. Separate from the allowance. |
| Referral month | A free month for you and for the business you referred, once they are paying. |
| Support session | A FieldQuo staff member looking at your account read-only. Logged, and flagged in the Activity Log. |
Your brand and your clients
| Term | What it means in FieldQuo |
|---|---|
| White label | Every document a client sees carries your name, logo and colour, not FieldQuo's. The default, not an upgrade. |
| Brand colour | The one hex on Settings → Branding every client-facing surface derives from; the contrast is computed so it stays readable. |
| Email domain | Your own domain on Settings → Email Domain, so the From line is yours and nothing says “via fieldquo.com”. |
| Booking page | The public page where a client picks a slot from your real availability. |
| Funnel | A tap-through page for an ad or a flyer that qualifies a visitor and drops a scored lead into Leads. |
| Bio link | One branded page for the single link Instagram and TikTok allow. |
| “On my way” text | The one text your client gets when the crew leaves for their address; the wording is yours on Settings → Client messages. |
| Review request | The one polite ask for a review a client gets after a job is done and paid, from Settings → Reviews. |
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