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FieldQuo 各项功能的分步指南 — 报价、工单、发票、收款、团队、网站,以及在手机上的使用。
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- 入门第一天、侧边栏、角色、导入,以及去哪里寻求帮助。23 篇文章
- 线索与报价从询价到批准的价格 — 报价、附加项、AI 审核、即时估价。40 篇文章
- 工单与排程工单、上门、日历、班次、工时和任务。31 篇文章
- 发票与收款发票、Stripe、手续费与打款、定金、服务计划。28 篇文章
- 客户客户档案、设备、评价与转介。14 篇文章
- 团队与权限谁能看到什么、席位、工资、分包商、车辆和采购。26 篇文章
- 营销与网站您的网站、漏斗、营销活动、设计器和社交发布。25 篇文章
- 消息Facebook、Instagram 和 WhatsApp、AI 员工、短信、邮件和接待员。18 篇文章
- 手机端与施工队施工队在手机上做的事:打卡、照片、聊天、排班。17 篇文章
- 报表与洞察仪表盘、KPI、行业对比、财务报表和支出。21 篇文章
- 设置设置菜单的每一行:它做什么、改变什么。49 篇文章
- 账单与订阅套餐、席位、FieldQuo 的发票、变更与取消。16 篇文章
- 客户看到的内容房主收到的页面和邮件 — 署的是您的名字。16 篇文章
- 集成Stripe、Meta、WhatsApp、电话、地图、照片、邮件和您的会计。12 篇文章
- FieldQuo 独有其他产品里找不到的功能。34 篇文章
热门文章
- 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.
