Welcome to Your Independent Journey with 
Seamlessly set up your FieldWorker experience at your own pace.
Embark on a personalized journey with FieldWorker. This self-onboarding portal is designed for those who prefer a hands-on approach to setting up their account. Get ready to explore the full potential of FieldWorker, tailored to your pace and convenience.
Welcome to Your Independent Journey with
Seamlessly set up your FieldWorker experience at your own pace.
Embark on a personalized journey with FieldWorker. This self-onboarding portal is designed for those who prefer a hands-on approach to setting up their account. Get ready to explore the full potential of FieldWorker, tailored to your pace and convenience.
Our Step-by-Step Onboarding Process
Signup
Begin your journey with FieldWorker by signing up and establishing your account to streamline your case management operations.
Forgot Userid
Easily recover your User ID with our secure process, ensuring uninterrupted access to your FieldWorker tools.
Forgot Password
Reset your password quickly and securely to maintain access to your FieldWorker account.
Who am I & What do I see when I first login
Discover the administrative functionalities and permissions available to you upon your first login.
Simple FieldWorker Setup
A straightforward guide to setting up your FieldWorker account, creating a customer, contact, case note, and document.
Lets setup your Company – What are your lines of business….what does your company do primarily
Tailor FieldWorker to your company’s unique structure, including lines of business, HR, and operational types.
Do you want to invite employees at this time or Import Employee data ? You can also skip this step and continue as a single user
Choose to personally invite your employees or import employee data en masse for a quicker setup.
Import Employees
Choose to personally invite your employees or import employee data en masse for a quicker setup.
You can import your Customer Data
Import your customer data seamlessly into FieldWorker for centralized access and management.
You could also just create one customer
Start small by creating a single customer profile to familiarize yourself with the FieldWorker interface.
If you created one sample customer, you should create a Project
Understand the significance of projects in FieldWorker, how they contribute to organized case management and how ot create one.
Associating Employees to Customers
Learn how to link your employees to customers within FieldWorker for efficient case and task management.
What is a contact & Create a Contact
Define and add new contacts into FieldWorker, a crucial step in centralizing your communication channels.
Entering and managing Case Notes
Master the entry and management of case notes to ensure detailed record-keeping and compliance.
Uploading documents for my customers
Securely upload and manage documents for your customers, streamlining document accessibility and organization.
How do I & my employees create a timesheet
Quickly create and manage timesheets for you and your employees, simplifying time tracking and billing.
Now what
After setup, manage clients, contacts, employees, time entries, case notes, and documents all in one place.
Other videos of interest at this time
Explore additional resources and videos to deepen your understanding of FieldWorker’s features and setup.
How do I submit a timesheet
Submit timesheets with ease, ensuring accurate tracking of hours for billing and compliance.
What is a location and how do I add one
Add and manage location data to keep track of your services and field operations.
Manage Employee Management Relationships
Oversee and manage the complex relationships between managers, employees and clients within FieldWorker.
Creating a new Task
Create tasks effectively within FieldWorker to assign work and monitor progress.
Checkin and Out of a Task
Use the check-in and check-out system to accurately track time spent on tasks for accountability and reporting.
Reporting
Generate insightful reports to analyze your operations, improve service delivery, and make data-driven decisions.
Didn’t find the answer you needed?
Check out our knowledge base and resources or
get in touch with our team directly for assistance!
Additional Resources
Access a wealth of knowledge through FieldWorker’s comprehensive documentation and FAQs for any additional information you may need.
