How can we help you?

Getting started is easy! Simply sign up for a free trial, set up your business profile, add your team members, and start managing your jobs. Our onboarding wizard will guide you through each step.

Navigate to Settings > Phones tab. Click 'Buy Number', search for available numbers by area code, select one, and complete the purchase. The number will be instantly activated.

Yes! You can change your plan at any time from Settings > My Plan. Upgrades take effect immediately with prorated billing. Downgrades take effect at the start of your next billing cycle.

Technicians receive an SMS invite with a setup link. Once they create their account, they can view assigned jobs, track earnings, and communicate with customers through their dedicated dashboard.

Go to Settings > Phones, click the settings icon on any number, and configure your call flow. You can set up simple forwarding, IVR menus, round-robin distribution, or time-based routing.

We accept all major credit and debit cards through our secure Stripe integration. This includes Visa, Mastercard, American Express, and Discover.

Automations let you set up automatic responses and notifications. Go to Fieldz AI > Automations to configure SMS reminders, email notifications, call flows, and more. Each automation can be customized.

Yes! Most reports and lists can be exported to CSV format. Look for the 'Export' or 'Download' button on pages like Financials, Team Reports, and Job listings.

Call masking lets technicians call customers through your business number. When a job is assigned, a unique PIN is generated. The tech dials the masked number, enters the PIN, and is connected. The customer sees your business number, keeping personal numbers private.

Go to the Invoices page from your dashboard. You can create new invoices or estimates, send them to customers via email/SMS, track payment status, and generate PDF documents. Technicians can also create invoices from the field.