Getting Started with FIELDVIO: A Quick Setup Guide

Why FIELDVIO

Running a field service business means juggling phone calls, scheduling, invoicing, and customer follow-ups every single day. Most teams start with spreadsheets and group texts, but that approach breaks down fast once you're managing more than a handful of jobs per week. FIELDVIO was built specifically for trades businesses that need a simple, mobile-first CRM without the bloated feature sets and steep learning curves of enterprise software. Whether you're a two-person locksmith shop or a 30-truck HVAC operation, the setup process is the same and takes less than an hour.

Step 1: Create Your Account

Head to the FIELDVIO signup page and create your account with just an email and password. You'll be asked for your company name, trade category, and team size so we can tailor your dashboard from the start. There's no credit card required for the free trial, and you'll have full access to every feature for 14 days. Once you're in, you'll land on your dashboard with a guided setup checklist that walks you through each step below.

Step 2: Import Your Data

If you have an existing customer list in a spreadsheet, CSV, or even another CRM, you can import it directly from the Settings page. FIELDVIO's import tool maps your columns automatically and flags any duplicates before they hit your database. You can also add customers one at a time from your phone if you prefer to build your list as new calls come in. Job history, notes, and contact details all live in one place from day one.

Step 3: Set Up Your Team

Invite your technicians and office staff by email. Each team member gets a role-based account: dispatchers see the full schedule board, technicians see their own jobs and can update status from the field, and admins have access to reporting and billing. You can configure on-call rotations, set working hours per tech, and define service areas so the dispatch system knows who's available and where.

Step 4: Start Dispatching

With your customers loaded and your team online, you're ready to dispatch your first job. Create a new job from the dashboard or directly from a customer record, assign it to a technician, and set the scheduled time. Your tech gets a push notification with the full job brief, including customer address, service history, and any notes. As they work, they can update the job status, log materials used, and capture photos — all from their phone. When the job is done, send the invoice on the spot and get paid faster.