What FieldKrew is, the 5-minute tour, and what to do first.
FieldKrew is the operating system for field-service small businesses (1–15 person crews that do work at the customer's location — contractors, HVAC, plumbing, electrical, landscaping, cleaning, pool service, pest control, handyman, and more). Leads, quotes, jobs, invoices, customer messages, calendar, and payments all in one place. Built mobile-first so you can run it from a phone on the job. The 5-minute tour Home — your dashboard. Today's jobs, overdue follow-ups, recent payments, and the quote pipeline at a glance. Leads — people who asked for a quote but haven't been booked yet. Track who needs a follow-up and when. Jobs — booked work, in a kanban pipeline: Scheduled → In progress → Waiting permit → Complete → Invoiced → Paid. Calendar — what's scheduled, when, and who's on it. Drag to reschedule. Subs — your subcontractors hub. Assignments, COI/W-9 compliance, 1099 watchlist, and a magic-link portal each sub uses to confirm + close out jobs (no login required). Contacts — everyone you've worked with, all their jobs / quotes / messages in one timeline. Settings — your business info, payments, integrations, team, and everything else. What to do first Set your business name + logo. Settings → Profile (business name) + Settings → Estimates & invoices (logo). These show up on every quote and invoice you send. Connect your bank account. Settings → Plan & billing → Get paid online. Takes 5 min via Stripe Connect. See Invoices & getting paid . Add your first lead or job. Whatever you've got actually happening this week. Better to learn on real data than fake. Send one quote. The whole flow — lead → quote → customer accepts → quote converts to a job — is the core loop. Try it once end-to-end. If you just upgraded to Pro There's a dedicated setup walkthrough that covers every Pro feature in the order it makes sense to set them up — payments, branding, automation, team, subs, QuickBooks. Plain language, no jargon, about 30 minutes total (you don't have to do it all at once): Going Pro — step-by-step setup . Mobile FieldKrew runs in any phone browser. To get it as a real home-screen icon: open fieldkrew.com on your phone → Share menu → Add to Home Screen (iPhone) or Chrome menu → Install app (Android). Works offline for read-only browsing of cached pages.