Articles with one job each
An article answers a single question, such as how to move a job to tomorrow without messaging the customer twice. Longer topics become a short series that links forward and back.
For crews, dispatchers and the people in the office
Every how-to for Fieldbook, in one reviewed library.
Fieldbook schedules jobs for plumbers, electricians and cleaning crews. This knowledge base holds the step-by-step articles our support team writes after a customer asks a question twice, with screenshots taken from the current release and a named reviewer at the bottom of every page.
What the library is made of
Search that understands trade words
Search treats “callout”, “truck roll” and “service visit” as the same thing, and suggests the article customers opened after the one they typed. Zero-result searches are read by a person every Monday.
A reviewer on every page
Each article names who wrote it, who checked it against the product and the month it was last verified. If a screen changes, the article goes into a review queue the same day.
Browse the library
Search by a word or pick a shelf. Open an article to read the steps in place.
8 articles
Drag the job to the new day on the board and choose Notify customer. Fieldbook sends a single message with the new window, and the technician's phone updates before they leave the yard.
Duplicate the visit, assign each copy to a crew and link them as a pair. Both crews see the same notes and photos, and the invoice is built from the combined time.
Choose a price list, add line items by code and set the margin once. The customer receives a link they can approve from a phone, and approval turns the quote into a scheduled job.
Turn on deposits in the quote template and set a percentage or a fixed amount. The job stays unscheduled until the deposit clears, so the board only shows work that is paid for.
Close the visit on the technician's phone, confirm the parts used and tap Invoice. The customer can pay by card on the spot, and the office sees the payment before the van leaves the street.
Set reminders for three, ten and twenty days after the due date. Each reminder carries a payment link, and a customer who pays stops the sequence automatically.
The profitability report compares quoted and actual hours and parts for every job type. Sort by margin to find the work worth advertising and the work that needs a higher price.
Choose Export and a date range. The file lists every completed visit with its labour, parts, tax and payment status, ready to import into the major accounting packages.
How an article stays true
A reference library is only as good as its last check. This is the cycle every article goes through.
- Day 1
A customer asks a question twice · Support
The second time a question arrives, the agent tags it. A tagged question becomes a draft article before the end of the week.
- Day 3
A writer drafts the steps · Documentation
The writer follows the steps in the real product, takes the screenshots and cuts any step that a person would not miss.
- Day 5
A reviewer from another team tries it · Product
Someone who did not write the article follows it with a fresh account. If they get stuck, the article goes back for another pass.
- Every quarter
Re-verified against the release · Documentation
Each article is opened against the current version. The date shown at the top is the day it was last confirmed to work.
Said by the people who use it
“Our new dispatcher learned the whole board from five articles in her first afternoon. She did not ask me a single question about quotes.”
“I trust the date at the top. When it says verified this month, I know the button I am told to press is actually still there.”
About the library
Can I request an article?
Yes. Use the form in the digest section below and describe the job you were trying to finish. Requests are read every Monday and answered with a link when the article is live.
Are there videos?
A short screen recording sits at the top of the thirty most-opened articles. Everything in a video is also written out, so you can follow along without sound.
Is the library available offline?
Technicians can save any article to their phone from the app. Saved articles refresh whenever the phone is back in coverage.
The monthly digest
One email on the first Monday of the month: new articles, changed screens and the three questions support heard most.