Tutorials & Guides

Settings

Company
Users
Lists
Time Card
Integrations

Inspections

Create/Edit Inspections
Recurring Inspections
Inspection Reqs
Profit Analysis
Checklists
Expenses & Mileage

Job Cost

Job Cost Overview
Labor Cost
Product Costs

Dispatch

Calendar
Calendar & Map
Map
Days Off Planner
Daily Dispatch
Route Optimization
Work Groups

Mobile App

Service Provider Basics
Dashboard & Navigation
Inspections on Mobile
Working Offline
Estimates on Mobile
Time Card & Expenses
Equipment & Messages
A Technician's Day

Customers

Managing Customers
Customer Details
Customer Portal

Messages

Messages Overview
Messaging Your Crew
Messaging a Customer

Estimates

Create & Edit Estimates
Sending & Approval
Convert to Inspection

Invoicing & Payments

Creating & Sending Invoices
The Payment Lifecycle

Contractors

Assigning a Contractor
The Contractor Portal

Timekeeping

Clock In to Approval
PTO & Days Off
Summary & Payroll

Dashboard & Reports

Dashboard
Reports

Notifications

Notifications

More Tools

Equipment
Custom Pricing
JSA Management (Safety)
Service Agreements

Home / Customers

Managing Customers

An interactive walkthrough on screens that mirror the app — no login required. Open full screen

Contact Us

E-mail: info@fieldpromax.com

Phone: +1 (888) 249-9201

Get the App

© 2025 Field Promax LLC

Terms and Conditions Privacy Policy Disclaimer