Help Centre
Step-by-step guides for everything in FieldQuo — quotes, jobs, invoices, getting paid, your team, your website, and using it on your phone.
Browse by topic
- Getting startedYour first day, the sidebar, roles, imports and where to get help.23 articles
- Leads & quotesFrom an enquiry to an approved price — quotes, add-ons, AI review, instant estimates.40 articles
- Jobs & schedulingJobs, visits, the calendar, crew shifts, time and tasks.31 articles
- Invoices & getting paidInvoices, Stripe, fees and payouts, deposits, service plans.28 articles
- ClientsClient records, equipment, reviews and referrals.14 articles
- Team & accessWho sees what, seats, payroll, subcontractors, vehicles and purchasing.26 articles
- Marketing & websiteYour website, funnels, campaigns, the designer and social posting.25 articles
- MessagesFacebook, Instagram and WhatsApp, the AI employee, texts, email and the receptionist.18 articles
- On your phone & crewWhat the crew does on a phone: clock, photos, chat, schedule.17 articles
- Reports & insightsThe dashboard, KPIs, how you compare, statements and expenses.21 articles
- SettingsEvery row of the Settings menu, what it does and what it changes.49 articles
- Billing & your subscriptionPlans, seats, invoices from FieldQuo, changes and cancelling.16 articles
- What your clients seeThe pages and emails a homeowner receives — with your name on them.16 articles
- IntegrationsStripe, Meta, WhatsApp, phones, maps, photos, email and your bookkeeper.12 articles
- Only in FieldQuoThe things you will not find in the other products.34 articles
Popular articles
- 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.