Field Rocket User Manual #

Welcome to Field Rocket, the all-in-one tool designed to help you launch, grow, and manage your residential service contracting business with ease. This user manual will guide you through the various features and functionalities of Field Rocket, ensuring that you can make the most of this powerful application.

Getting Started #

To begin using Field Rocket, you’ll need to create an account for your business. Once your account is set up, you can invite your employees to join the platform and assign them appropriate roles and permissions.

Customer Management #

Field Rocket makes it easy to manage your customer information. You can create and store customer profiles, including their contact information, service history, and notes. The application also allows you to create multiple locations for each customer, making it simple to manage jobs at different addresses.

Invoicing and Estimates #

Create professional invoices and estimates directly within Field Rocket. You can customize invoice templates, add line items, and send invoices to your customers via email. The application also tracks the status of your invoices, so you can easily see which ones have been paid and which are still outstanding.

Job Management #

Keep track of all your jobs in one place. Field Rocket allows you to create and assign jobs to your employees, set job statuses, and add notes and attachments. You can also schedule jobs using the built-in calendar feature and track employee time spent on each job.

Payment Processing #

Field Rocket integrates with Stripe, allowing you to accept credit card payments from your customers. You can easily process payments and have them automatically linked to the corresponding invoices, making it simple to keep your financial records up to date.

Communication Tools #

Stay connected with your customers and employees using Field Rocket’s built-in communication tools. The application includes a two-way text messaging system that allows you to communicate with your customers and employees directly from the platform. You can also set up auto-responses for inbound leads and follow-up messages for customers.

Marketing and Lead Generation #

Field Rocket helps you generate leads and grow your business by utilizing the data from your invoices and job notes. The application can automatically create SEO-optimized web pages based on your completed jobs, helping potential customers find your business online.

QuickBooks Integration #

Seamlessly sync your customer records and invoices with QuickBooks. Field Rocket’s integration with QuickBooks ensures that your financial data is always accurate and up to date.

Employee Management #

Manage your team efficiently with Field Rocket’s employee management features. You can create employee profiles, assign them to jobs, and track their time and performance. The application also includes a time-tracking tool that allows your employees to clock in and out directly from their mobile devices.

Reporting and Analytics #

Gain valuable insights into your business with Field Rocket’s reporting and analytics features. The application provides a range of reports, including job completion rates, employee performance, and financial data, helping you make informed decisions about your business.

With Field Rocket, you have all the tools you need to streamline your residential service contracting business and take it to the next level. If you have any questions or need assistance, please don’t hesitate to reach out to our support team.