Solutions for Residential Contractors

Welcome to Field Rocket! We’re here to make your onboarding experience as smooth as possible. Below, you’ll find answers to some of the most frequently asked questions about our free field service management software and app. If you have any additional questions, feel free to reach out to me at kody@fieldrocket.us.

1. What is Field Rocket?

Field Rocket is a comprehensive field service management software designed to help residential contractors streamline their operations. Field Rocket was built for Kody’s 63 year old father, who was an HVAC contractor. 

It was built with simplicity in mind.

Field Rocket is a free app for scheduling, invoicing, CRM, payments, text messaging, estimating, and picture uploading. Additionally, our platform offers free marketing software for contractors to showcase their work, pricing, and customer success stories.

2. Is Field Rocket really free?

Yes, Field Rocket offers a free version of our field service management app, perfect for contractors who want to get started without any upfront costs. For those who need additional support and advanced features, we offer a $20/month package, and an automated marketing agency package for $250/month, providing a robust lead pipeline to help you land new clients.

3. How does the auto text message feature work?

Our auto text message feature allows you to send links to customers, enabling them to quickly fill in their details. This feature helps you schedule appointments faster and automatically creates a customer profile in the app. To set this up, simply follow the instructions provided in the app or contact our support team for assistance.

4. Does Field Rocket accept credit card payments?

Yes, Field Rocket supports debit and credit card payments. You can also set up the app to automatically add credit card fees, so that you don’t have to pay them. This feature ensures that your bookkeeping is simplified, as the invoice amounts match exactly what is deposited into your account, making QuickBooks integration seamless.

5. How do I sync Field Rocket with QuickBooks?

Field Rocket syncs with QuickBooks Online, ensuring that all customers and invoices are pushed to QuickBooks as you create them. This integration ensures that all your data is securely stored and easily accessible, even if you decide to stop using the app in the future.

6. Can I customize estimates in Field Rocket?

Currently, estimates display as either “Estimate” or “Invoice.” However, for larger packages, we offer custom development options that allow more detailed customization. Additionally, you can send estimates with a request for signature, and after the customer signs, you can easily convert it into an invoice.

7. How do I handle credit card fees when customers pay by check?

When customers pay by check, you can simply deduct the credit card fee from the original invoice amount. The app will show the total amount due, and if the customer chooses to pay with a card, the adjusted total with the processing fee will be displayed at the top, ensuring transparency.

8. What happens if I encounter issues with logging in?

If you experience issues logging in, such as being repeatedly prompted to log back in or having password problems, please contact our support team. We can manually reset your password and ensure you gain access to your account.

9. Can I replace the default service cloud with my company logo?

Yes, you can customize your Field Rocket app by replacing the default service cloud with your company logo. Simply email your logo to kody@fieldrocket.us, and we’ll upload it for you.

10. How do I send an estimate with a signature request?

To send an estimate with a signature request, click on the menu in the top left corner (three lines), select “Email with Options,” and choose the “Estimate Signature Request” template. This allows you to easily request a customer’s signature and convert the estimate to an invoice once signed.

11. How do I create an invoice or estimate within the app?

You can create an invoice or estimate by adding an appointment on the calendar with the customer’s information. After saving, open the appointment and click on the blue “Estimate/Invoice” button. Alternatively, you can click the plus button on the bottom right of the calendar and choose to create a new invoice or estimate, then add the customer’s details.

12. Is Field Rocket a viable marketing alternative to Angie’s List, Angi, Thumbtack, and HomeAdvisor?

Yes, Field Rocket offers a free marketing software for contractors that serves as an excellent alternative to platforms like Angie’s List, Angi, Thumbtack, and HomeAdvisor. Our app helps you generate leads, manage your customer interactions, and showcase your work, all within a single platform.

We hope this FAQ helps you get started with Field Rocket. For further assistance, please contact our support team. Happy contracting!

For more help, email me at kody@fieldrocket.us, or send me a text message at 801-349-9925.

You can also view more documentation and tutorials at: 

YouTube channel: https://www.youtube.com/@kodykendall

Support Docs: https://fieldrocket.us/docs/

Clueso Guides: 

https://web.clueso.io/guide/4fc0b400-94c7-4579-ae68-d7f94c453005

https://web.clueso.io/guide/7c6764e5-d11a-4c5b-9355-e008bf6803b2