Help Articles
Step-by-step guides for using Fieldtec.
Admin & Org Structure
How permissions and widget visibility work
Why someone can or can't see a module or a widget — the four layers, in the order they're checked, and what beats what.
Notifications & Personal Tasks
The bell, your profile badges, and My Action Items
Three different signals answer three different questions: what just happened, where should I go, and what's actually mine to finish.
Assets & Work Orders
How equipment inspections, Defects and Work Orders fit together
A flagged check raises a Defect, not a work order. A mechanic decides what happens next — and it isn't an Action Item either.
Account & Billing
How your subscription and billing work
What Subscription and Billing each show, how the trial works, and how adding or removing someone mid-month is billed.
Getting Started
Signing up a company as admin
Creating the company account, and the checklist that greets a brand-new company right after — the four things worth doing before inviting the crew.
Getting Started
Setting up a worker's profile
How a worker actually gets started: the invite from their admin, logging in, setting up their profile, and where to look first once they're in.
Data & Reports
Getting data out: exports, the API and scheduled reports
Three ways to move records out of Fieldtec — a file when you need one, a report that emails itself, and a key another program uses to read your registers.