Quick setup: connect your tools and set up your team
Connect payments, QuickBooks and your old scheduling software on one screen. Then we find your team, suggest a role for each person and set them up when you say so.
Free forever Not a trial. No card, no contract, unlimited users. Card payments cost 3.9% + 30¢. Our promise →
Step 1: Open Quick setup
Open Field → Quick Setup, or tap Quick setup at the top of your setup checklist. You’ll see three connections and your team.
Step 2: Connect payments and QuickBooks
Tap Connect Stripe to take card and bank payments (about 5 minutes). Tap Connect QuickBooks and sign in as your QuickBooks admin. We only read QuickBooks: your customers, invoices, items and the people who work with you. Nothing we do writes to it.
Step 3: Pick your old scheduling software
Pick what you use today. Some apps connect straight away and bring over jobs, customers, prices and team. For others, upload a spreadsheet export, or tap Request this connection and we’ll ask for it. If you don’t use one, pick I don’t use dispatch software.
Step 4: Find your team and pick who to invite
Tap Find my team. We list the people from QuickBooks and your old software, leave you out, merge anyone found twice, and suggest a role: Field Tech, Finance or Office Admin. A suggestion we’re not sure about says A guess, please check. Untick anyone you don’t want, fix any role, add a missing email, then tap Invite selected.
If you said yes to texts when you signed up, we also text you the list. Reply ALL, NONE or names like “just Mike”, then YES. Nobody gets anything until you say yes.
Step 5: What your team gets
Each person gets an email with a setup link. It works once and lasts 7 days. They confirm a 6-digit code, then pick their own password. Field techs then open the field app, sign in and allow location and notifications. Tick Texts OK only for people who agreed to get texts from us; they also get the invite by text.
We email you a short heads-up you can forward so your team knows the email is real.
Still stuck? Tell us what you were trying to do and where you got stuck. A screenshot helps.
Your ticks are saved in this browser only. Updated October 2026.
Questions about this
Do you text my employees?
Only the people you tick as having agreed to get texts from us. Everyone else gets email.
Can someone use a forwarded setup link?
No. The link needs a 6-digit code we send only to that person’s phone or email.
Do you change anything in my QuickBooks?
No. We only read it.