Onboarding Guide: Connecting Your Accounts & Mobile Scheduling in Field Rocket #
Welcome to Field Rocket! Completing the three quick steps below ensures we can launch your ads, automate follow-ups, and optimize every campaign from day one.
Why These Steps Matter #
- Better Targeting & Lower Costs – When your past customer list syncs to Field Rocket, Google’s AI can build look-alike audiences that typically make ads 2–3× more efficient.
- Hands-Free Follow-Ups – Automated estimate emails and Google Review requests run from your own professional email account that we set up for you. These automated emails and text messages will supercharge your business sales & marketing over-time.
- Friction-Free Scheduling – Booking jobs in the mobile app keeps your pipeline, ads, and CRM perfectly aligned—no double entry.
1. Grant Field Rocket Access to Your Google Business Profile #
- Sign in at business.google.com with the account that owns your profile.
- In the left menu, choose Settings → Managers (or Access → Add manager, depending on Google’s latest UI).
- Click Invite and enter kody@fieldrocket.us.
- Select Owner or Manager access (either is fine).
- Click Invite. We’ll accept the invitation and finish the ad connection on our end.
Tip: You’ll get an email confirmation from Google once we accept.
2. (Optional) Integrate QuickBooks or Use Field Rocket Invoicing #
If You Already Use QuickBooks #
- Head to Settings → Integrations inside Field Rocket.
- Click Connect QuickBooks and sign in with your Intuit credentials.
- Choose the company file you want to sync.
- Select whether you’d like historical customers imported (recommended).
If You Don’t Use QuickBooks #
Field Rocket includes a built-in invoicing system that can fully replace QuickBooks for most contractors:
| Feature | QuickBooks Integration | Field Rocket Invoicing |
|---|---|---|
| Create & send invoices | ✓ | ✓ |
| Accept online payments | ✓ | ✓ |
| Sync to accountant’s books | ✓ | Export CSV |
| Automatic customer sync to ads | ✓ | ✓ |
Bottom line: QuickBooks is optional. If your current invoicing is spreadsheets, carbon copy pads, or another tool, feel free to skip QuickBooks and use Field Rocket’s native invoicing instead.
3. Add the “Schedule Job” Shortcut to Your Phone #
Keeping all new jobs inside Field Rocket is critical—this data powers your ads and automations. Follow this guide: https://www.youtube.com/watch?v=aIWZ2bnO4FE
Now you can create a job in two taps—exactly like a native app.
Frequently Asked Questions #
Do I have to integrate QuickBooks?
No. Many clients don’t use QuickBooks. Field Rocket’s invoicing works on its own. QuickBooks merely saves you double entry if your bookkeeping already lives there.
What if I have multiple Google Business profiles?
Grant access to each profile you advertise under. We can target ads per location.
I’m stuck—who can help?
Email kody@fieldrocket.us or text (385) 340-3738 and we’ll walk you through any step.
Next Steps After You Complete the Checklist #
- We’ll verify the connections and launch your ads.
- You’ll receive a “Go Live” email with tracking links.
- Start scheduling every new job through the shortcut and watch leads roll in!
Thank you for taking these steps—together we’ll maximize every marketing dollar and keep your schedule full.
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