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Help & how-to guides
Short step-by-step articles for the most common flows in Fieldwright.
Clients & jobs
Adding a client
Create a client record so you can attach jobs, estimates, and invoices to them.
Read guideCreating a job
Every estimate, invoice, log, and crew assignment hangs off a job. Here's how to start one.
Read guideUpdating a job
Edit details, change the schedule, assign crew, and add notes after a job is created.
Read guideMoving a job through the pipeline
Lead → Scheduled → In Progress → Complete → Invoiced. Here's how to move forward one step at a time.
Read guide
Estimates & invoices
Sending an estimate
Build an estimate, email it to your client, and let them accept or decline in one tap.
Read guideConverting an accepted estimate to an invoice
Once your client accepts an estimate, turn it into an invoice in a few taps.
Read guideSending an invoice
Create an invoice from a job, email it to your customer, and let them pay online (with Stripe connected).
Read guideConnecting Stripe for online payments
Let customers pay invoices online with a card or bank transfer. Funds deposit directly to your bank.
Read guideHow clients accept estimates and pay invoices
What your customer experiences. They don't need an account — everything works from a link in their email.
Read guide
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