Not a manual, a playbook. Pick your role and learn exactly how your day runs: what to tap, what to say into the mic, and what happens next. Every guide uses real screenshots and real examples from a working HVAC shop.
The complete checklist of every setting and decision to make before you go live, from pricing and tax to importing your parts, customers and past invoices.
The Setup Checklist →Your whole day on the phone: clock in, run your route, speak your invoices, snap receipts, watch your pay grow.
The Tech’s Guide →Set up once, then run the shop in minutes a day: money, crew, approvals, and the automations doing the night shift.
The Owner’s Guide →Dispatch the day, keep customers straight, feed the trucks, and get payroll ready. No owner passwords needed.
The Admin’s Guide →Run the front desk: confirm and dispatch the day, keep customers straight, send invoices and text customers back. No owner keys, no money side.
The Dispatcher’s Guide →Do your own field work and run the crew’s board: see the whole schedule and move jobs around when the day changes.
The Lead Tech’s Guide →The most important page here: exactly what to say into the mic for invoices, estimates, options and corrections.
Learn the language →FieldForge is one loop: work happens → a voice note describes it → an invoice builds itself → the customer pays → everything downstream updates on its own. Truck stock, the tech’s pay, QuickBooks, review requests and your reports all key off that loop, with no extra typing from anyone.
