FieldQuo

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

  1. What FieldQuo is, and the pipeline it runsFieldQuo runs one pipeline — lead, quote, job, invoice, payment — and every document your client sees carries your name, not ours.
  2. Start your free trialThe public signup form, step by step: no card and no plan today, the first 14 days free, and a plan chosen from inside the app when you are ready.
  3. 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.
  4. The sidebar, and where everything isOne rail of seventeen rows in five groups, a More page for everything else, a top bar with search, Create and your account, and Settings sliding into the same rail — where every screen lives, and why some rows are missing for some people.
  5. The dashboard: what is waiting on youHome opens with what needs a person today, then this month's revenue, four tiles, and the detail underneath — each figure shown only when it is known.
  6. Company settings basicsThe first screen after signup: your details, opening hours, taxes, payment terms and regional preferences, and what each one changes on your documents.
  7. Set up your brandingUpload the logo, pick a primary colour, and every quote, invoice, email, booking page and website page carries it — measured for contrast, never inside the app.
  8. Choose your language, and your company'sYour language is what you read the app in; the company default is what teammates and clients inherit. Documents keep the language they were created in.
  9. Import clients from a CSVLoad the client list from your old system in one go — the columns FieldQuo reads, what it skips, and what it never de-duplicates.
  10. Import past jobs from your old systemRecord work that was won, done and paid before FieldQuo — one job at a time or a year in one CSV — so the year's numbers are whole, and nothing is sent to the client.
  11. Import a quote from another systemFieldQuo does not read a quote file from other software. Here are the four honest ways a quote made elsewhere ends up in your account, and which one fits.
  12. The data migration serviceAsk FieldQuo to bring your old records in: a request, a call, a price you accept or decline, a payment through FieldQuo billing, and a log of every record created.
  13. How FieldQuo works for owners and administratorsWhat the owner's account can do that nobody else's can, how to add people and set what they see, and what “Make administrator” hands over.
  14. How FieldQuo works for dispatchers and managersThe two levels that run the crew's week — what a Dispatcher can and cannot do, what a Manager adds, and the screens where the week actually happens.
  15. How FieldQuo works for estimators and salespeopleThe Estimator level: write and send quotes with prices, manage clients, read jobs and invoices — and what stays with the office.
  16. How FieldQuo works for crewA Crew login is free and shows the person in the van their day — jobs, shifts, the clock, chat, time off — and no prices, quotes or invoices.
  17. FieldQuo AI: ask about your own business FieldQuo 独有An assistant that answers questions from your company's own quotes, invoices, clients and schedule, declines everything else, and runs inside a monthly allowance.
  18. Replay the setup walkthroughThe five-step guided tour that greets a new account, what it points at, and how to play it again from the Help screen.
  19. How to get helpWhere the answers are — the Help screen in the app, the public help centre in three languages, and how to reach a person at FieldQuo.
  20. Troubleshooting: the five things that go wrong firstEmails that never arrive, an invoice with no Pay button, a screen you cannot find, a logo that will not upload, and a website address that will not load — what each means and where to look.
  21. Frequently asked questionsShort answers to the questions every new company asks — plans and seats, the team, your clients, your data, phones and other tools.
  22. GlossaryFieldQuo'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.
  23. What your clients get out of itThe homeowner's side of FieldQuo — the quote they sign, the invoice they pay, the portal that shows what they owe, the texts before a visit — all carrying your name.