Training
Field Forge training
Short how-to videos, from your first quote to getting paid.
The course
- Getting startedStart here
Video 1: Your first quote with AI
Create your first quote with AI, check every line, then send it to your customer.
Read about this feature - Getting startedStart here
Video 2: Add your team and engineers
Add your office staff and engineers, set each person’s role and hourly cost, and pick a Full or Lite licence.
Read about this feature - Getting startedStart here
Video 3: Your first invoice and getting paid
Raise your first invoice from finished work, send it, and record the payment when it comes in.
- Jobs and scheduling
Video 4: Quote to job, then on the schedule
Turn an accepted quote into a job, then put it on the schedule for an engineer.
Read about this feature - Contracts
Video 6: Set up a service contract
Set up a service contract with its visits planned ahead, then invoice the completed visits with Batch Billing at month end.
Read about this feature - Setting up
Video 9: Import customers from a spreadsheet
Import your customers from a spreadsheet instead of typing them in one by one.
Read about this feature
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More videos on the way. Watch the whole training series on YouTube
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Quote, schedule, and invoice from one platform. Set up in minutes. No sales call, no setup fee.
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