Help
Get set up
Your business, clients, staff, jobs and invoicing, in the order to do them.
- 1Set up your businessFill in your business profile so your name, logo and VAT details show in the app and on your quotes and invoices.0:58
- 2Add a client and their siteAdd a client with their contact details and the site where you do the work, or import your clients from a spreadsheet.1:39
- 3Add a staff memberAdd someone to your team, choose their role and send them their sign-in instructions.1:49
- 4Set up your jobsSet up your work types, then add your recurring jobs, one-off jobs and service reminders.2:24
- 5Set up your invoicingConnect Xero, QuickBooks or Sage, or add your bank details and quote terms to make quotes and invoices in Fieldfare.1:04
Run your week
Plan the work, see what your staff do on the app, and turn their hours into payroll.
Get paid
Quote, do the work, invoice and get paid.
Stay compliant
Safety documents, risk assessments, spray records, vans and drivers.
For your staff
Using the Fieldfare app on a phone, day to day.
More features
Contracts, prices, photos, to-dos, divisions, your data, settings and your account.
Common questions
Where do I start?
Work through Get set up in order: your business details, clients and sites, staff, jobs, then invoicing. The setup list in Settings ticks each step off as you go.
Start with your business detailsHow do I get my staff on the app?
Add each person in Team with their email address. They download Fieldfare HQ from the App Store or Google Play and sign in with that email.
Getting started on the appWhere do staff hours come from?
From clocking in and out on the app. Owners and admins can check and correct the times on the web before exporting them for payroll.
Check hours and run payrollHow do I set up work that repeats every week?
Add a recurring job. Go to Jobs, select Add job, then Recurring job, and choose the client, site, frequency and day. Every visit then appears on the schedule.
Set up your jobsHow do I change one visit without changing the rest?
Move or edit that visit on the Schedule. Only that visit changes. Edit the recurring job itself when the change should apply to every future visit.
Plan your weekCan I make quotes and invoices in Fieldfare?
Yes. If you use Xero, QuickBooks or Sage, connect it instead: you carry on invoicing there and Fieldfare brings your invoices in. Fieldfare only reads from your accounts and never sends anything to them.
Set up your invoicingWhere do I keep gate codes and access notes?
On the client, in Parking, Access & Green Waste, or on a site if it's different. Your staff see those notes on every job there.
Add a client and their siteHow do I control what staff can see?
Each person's role sets what they can see. To change a role, go to Settings, then App customisation, and open Role permissions.
Add a staff memberDoes the app work without signal?
Yes. Job updates, notes, photos and clock times are saved on the phone and sent once it's back online.
Your jobs on the app