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Complete Filed OPS tutorials

A step-by-step guide to configure your company, train the team and run the workflow from first lead to payment.

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Recommended setup order 01 → 02 → 03 → 04 → 05 → 06 → 07

For a new account, follow this sequence before putting the team to work.

  1. Company preferences
  2. Clients
  3. Apps & integrations
  4. Requests
  5. Schedule
  6. Quote & Job
  7. Invoice & Finance
How to use these tutorials

Follow the order during first setup. Later, use search or the side menu to open only the module you need. Integrations that require global credentials clearly identify platform administrator responsibilities.

For the client

1. Initial company setup

Do this immediately after the first sign-in. It defines language, currency, integrations and how the team will work.

Step by step

  1. Open Settings and choose the interface language. If you are Owner/Admin, apply it to the whole company.

  2. Confirm the currency mapped to the language. Available currencies are controlled by the platform administrator.

  3. Review company name, timezone and tenant data. Ask the administrator to adjust anything incorrect.

  4. Open Apps and connect only the channels your company actually uses.

  5. Set each team member hourly cost in Settings so job profitability can be calculated correctly.

Tip

Before importing real data, run one complete test with a sample client: Request → Schedule → Quote → Job → Invoice → Payment.

Expected resultAccount ready to operate with consistent language, currency and integrations.
For the client

2. Clients

The client record is the base for commercial history, schedule, jobs, quotes and invoices.

Step by step

  1. Click Create → Client or open Clients → New client.

  2. Enter first name, last name, company, phone and email.

  3. Choose the client preferred language. This is used as a reference for communications.

  4. Search for the address or manually fill city, state/region, postal code and country.

  5. Add relevant internal notes and click Save client.

Tip

Avoid duplicates: search by name, phone or email before creating.

Expected resultClient available for schedule, quotes, jobs, invoices and history.
For the client

3. Requests and leads

Use Requests to record what a prospect needs before they become an active client.

Step by step

  1. Create manually with Create → Request or let requests arrive through connected integrations.

  2. Fill contact, phone/email, requested service and message.

  3. Track the status: new, contacted, qualified, scheduled, quote sent, won or lost.

  4. When appropriate, convert the lead into a client and continue to schedule/quote.

Tip

Use Inbox to quickly reply to leads that arrived by message.

Expected resultEvery opportunity remains recorded and traceable through win or loss.
For the client

4. Schedule and appointments

The schedule organizes assessments, visits, services and assignees by time.

Step by step

  1. Open Schedule and click + Schedule, or click an empty time slot in the grid.

  2. Search the client by typing at least 3 characters and select the correct result.

  3. Set assignee, title, appointment type, start, end and address.

  4. Click Save appointment. If Google Calendar is connected, the appointment can be synchronized.

  5. Use filters by type, team and status and switch between month, week, day and list views.

Tip

Keep the service address accurate for routing and service history.

Expected resultThe team knows who is serving, where, when and what service will be performed.
For the client

5. Quotes

Create professional proposals and track them through approval.

Step by step

  1. Click Create → Quote.

  2. Search the client by typing at least 3 characters.

  3. Set the quote title and validity date.

  4. Add line items with description, quantity, unit price and tax when applicable.

  5. Add notes and commercial terms and save.

  6. Send the quote through available channels and track sent, viewed, approved, declined or expired.

Tip

Standardize service descriptions so the client clearly understands what is included.

Expected resultProposal recorded and ready to become a Job after approval.
For the client

6. Jobs and execution

A Job represents the sold service and centralizes execution, assignee, costs and history.

Step by step

  1. Create the Job from an approved quote or manually through Create → Job.

  2. Search and select the client, then set title, service type, priority and assignee.

  3. Enter dates/times, address, instructions and internal notes.

  4. During execution, update status and record related hours/expenses.

  5. When finished, mark as completed and proceed to invoicing.

Tip

The better the link between Job, timesheets and expenses, the more reliable profitability becomes.

Expected resultService with assignee, execution, cost and history centralized.
For the client

7. Invoices and billing

An invoice turns completed work into accounts receivable.

Step by step

  1. Open Create → Invoice or generate it from the Job/Quote workflow when available.

  2. Search the client, set due date and invoice items.

  3. Enter description, quantity, unit price, tax and notes.

  4. Save the invoice and send the client link by email or WhatsApp when those channels are configured.

  5. Track draft, sent, viewed, partial, paid, overdue or void.

Tip

Use the real due date and record offline payments so receivables stay accurate.

Expected resultTrackable billing with balance, due date and status kept current.
For the client

8. Finance

Finance combines receivables, overdue balances, payments, costs, aging and profitability.

Step by step

  1. Open Finance to review Receivables, Overdue, Collected this month, Costs and Cash result.

  2. Use Invoice aging to prioritize collections by days overdue.

  3. For payments collected outside Stripe, choose the invoice, enter amount and method, then Record payment.

  4. Review Outstanding invoices, Recent payments and Profitability by Job.

Tip

Do not use the finance dashboard as a replacement for statutory accounting. It is the CRM operational finance view.

Expected resultClear view of what the company must collect, has collected and has spent.
For the client

9. Expenses

Track materials, fuel, fees and other costs to understand the true cost of services.

Step by step

  1. Open Expenses and enter description, amount and date.

  2. Fill category, supplier and accounting code when applicable.

  3. Link the expense to a Job whenever the cost belongs to a specific service.

  4. Mark whether it is billable to the client or reimbursable to a team member.

  5. Click Save expense.

Tip

Linking expenses to Jobs directly improves margin reporting.

Expected resultOperational costs recorded and reflected in finance and profitability.
For the client

10. Timesheets and labor cost

Track time worked by team member and link hours to the Job.

Step by step

  1. Before using it, Owner/Admin should set each team member hourly cost in Settings.

  2. Open Timesheets, optionally select the Job, describe the activity and start the timer.

  3. When finished, click Stop.

  4. Review history to validate team member, Job, start, end and total time.

Tip

Ask the team to start/stop the timer at the actual work time.

Expected resultLabor cost connected to Jobs and profitability.
For the client

11. Inbox and messaging

Inbox centralizes conversations from connected channels so messages are not missed.

Step by step

  1. Connect Meta and/or WhatsApp in Apps.

  2. Open Inbox and select a conversation from the left column.

  3. Read the history, review the contact and reply through the same channel when supported.

  4. Assign and close conversations as service is completed.

Tip

Use Inbox as the main service queue to reduce dependency on opening Meta or WhatsApp separately.

Expected resultCentralized service history linked to the lead/client.
For the client

12. Pipeline, Marketing and Reports

Use these modules to track opportunities and understand where results come from.

Step by step

  1. Pipeline: track leads by stage and prioritize those needing follow-up.

  2. Marketing: monitor configured sources/campaigns and acquisition integrations.

  3. Reports: use recorded data to analyze conversion, revenue, expenses and performance.

Tip

Good reporting depends on discipline: leads without source, Jobs without costs and invoices without payment records create inaccurate metrics.

Expected resultData-driven management instead of intuition only.
For the client

13. Connect Google Calendar

The client authorizes their own Google account; application OAuth credentials are managed by the platform.

Step by step

  1. Open Apps → Google Calendar → Configure.

  2. Click Connect/Authorize Google and sign in with the company calendar account.

  3. Accept the requested permissions and return to the CRM.

  4. Create a test appointment and confirm it appears on the calendar.

Requires platform administrator setup

The platform administrator must configure Client ID, Client Secret and Redirect URI in Master before client authorization.

Expected resultCRM schedule connected to the authorized Google account.
For the client

14. Connect Facebook and Instagram (Meta)

The integration receives leads and messages from authorized professional accounts.

Step by step

  1. Open Apps → Meta → Configure.

  2. Select Facebook Messenger or Instagram Messaging and provide the account/page according to the available flow.

  3. Authorize the account and verify status changes to connected.

  4. Send a test message and confirm it arrives in Inbox.

Requires platform administrator setup

The Meta App, permissions, webhook and global credentials belong to the platform administrator. Third-party accounts may require Meta approval/Advanced Access.

Expected resultMeta leads and messages enter the CRM and can be handled in Inbox.
For the client

15. Google Local Services

Use this integration when the company receives leads through Google Local Services Ads.

Step by step

  1. Open Apps → Google Local Services → Configure.

  2. Enter the Google Ads Customer ID for the account that owns Local Services.

  3. If the account is managed by an MCC/Manager, also enter the Manager Account ID.

  4. Authorize the Google account and wait for lead/conversation synchronization by cron.

Requires platform administrator setup

Master must have valid Google OAuth and Google Ads Developer Token.

Expected resultLocal Services leads and conversations available in the CRM when supported by the account/API.
For the client

17. Stripe and online payments

Stripe provides payment checkout and automatic reconciliation through webhooks.

Step by step

  1. Open Apps → Stripe → Configure.

  2. Enter the tenant Stripe Secret Key and Webhook Signing Secret according to platform policy.

  3. Copy the webhook URL shown by the CRM and register the endpoint in Stripe.

  4. Create a test invoice, open Checkout and confirm payment updates invoice status.

Requires platform administrator setup

Never share Secret Keys by message or screenshot. Use only protected CRM fields.

Expected resultOnline payment with automatic invoice reconciliation.
For the client

18. WhatsApp with WhatsApp API

The platform manages WhatsApp API; the client only connects their own number by QR Code.

Step by step

  1. Open Apps → WhatsApp → Configure/Connect.

  2. Click to generate/refresh the QR Code.

  3. On the phone, open WhatsApp → Linked devices → Link a device and scan the QR Code.

  4. Wait for status to change to connected.

  5. Send a test message to the number and confirm the conversation in Inbox.

Requires platform administrator setup

WhatsApp API URL, API Key, engine and webhook secret stay only in Master. The client should never receive these credentials.

Expected resultClient number connected to CRM for receiving and sending messages through Inbox.
For the client

19. Plan, language and subscription

The plan defines commercial account limits and pricing follows the language/currency enabled by Master.

Step by step

  1. Open the user menu → Plan & subscription or the Account plan card in Apps.

  2. Review current plan, trial period and billing cycle.

  3. When changing company language, review the pricing page in the matching language.

  4. Available currency and prices depend on global settings and prices configured by Master.

Tip

The system should not invent FX conversion for plans without pricing configured in the active currency.

Expected resultClient understands the plan, language and currency applied to the account.
For the client

20. Recommended team routine

A CRM only works when the team records what actually happened.

Step by step

  1. Start of day: review Inbox, new requests and schedule.

  2. Before service: validate address, assignee and Job instructions.

  3. During service: use Timesheet and record expenses linked to the Job.

  4. After service: update Job, issue invoice and send billing.

  5. End of day: review pending Inbox items, overdue invoices and collected payments.

Tip

Do not share passwords, tokens or integration keys with team members who do not need them.

Expected resultUp-to-date operations and reliable information for decisions and collections.