Get your U.S. service team up and running fast. These step-by-step video walkthroughs cover everything from technician scheduling and service dispatch to preventive maintenance workflows, QuickBooks integration, and offline-first mobile access — built for HVAC, plumbing, electrical, and field service contractors across the United States.
Start Free TrialWhether you're onboarding your first technician or rolling out field service management software across a 50-person team, these videos walk you through exactly how Field Ascend works. Topics include service dispatch software configuration, work order management, technician scheduling, preventive maintenance scheduling software setup, and connecting to QuickBooks. Each tutorial is short, practical, and designed for U.S. service businesses running HVAC, plumbing, electrical, elevator maintenance, lawn care, or multi-trade operations.
Tour the Field Ascend admin portal and learn where key field service management software tools live, including the main dashboard, header modules, Header Options, Setup pages, Billing and Plan, Jobs, Planner, and Invoices. A fast orientation for teams using FSM software to manage field service jobs, technician scheduling, work orders, and invoicing.
See how Vault, the document management built into Field Ascend, keeps O&M manuals, certificates, SDS, schematics, drawings and images in one secure library — with folder permissions for technicians, admins and office staff, accessible on the mobile app and web portal. Learn more about document management.
See why expensive field service management software is not automatically better. This video explains hidden fees, limited trials, long contracts, and why U.S. service contractors should test the real workflow before committing.
See how Field Ascend handles the complete field service lifecycle: a preventive maintenance technician finds a defect on site, the office converts it to a quote, the customer accepts by email, a new work order is created and assigned, the technician completes it on the app, the job sheet is emailed, the invoice is raised, and the invoice posts to QuickBooks.
See how quotes, jobs, and purchase orders link together inside Field Ascend's work order management software. From the dashboard, CRM, site, or equipment record, every drill-down level lets you create a quote or job — then price the quote, email it for online customer acceptance, watch the quote auto-convert into a linked job, and raise a purchase order from that job with goods received straight into stock.
Learn how to invoice a completed job in Field Ascend's field service management software. This walkthrough covers 100% and part invoicing, invoice progress tracking, branded PDF downloads, emailing invoices with linked work order documents, posting to QuickBooks, marking invoices as paid, and managing overdue invoices and customer statements.
Five ways to add new customers in Field Ascend — through the CRM, the main Customers page, bulk CSV or Excel upload with AI column mapping, the built-in ticketing system, and directly when creating a new work order. Whether you're onboarding one customer at a time or importing hundreds, this walkthrough shows you the fastest route in our field service management software — built for HVAC, plumbing, electrical and service contractors across the United States.
Learn how to mark stock items as favorites, add parts from stock to a work order, and automatically create equipment records when those parts are installed on site. This walkthrough also covers serial number capture, equipment defaults, QR code assignment, and stock tracking in Field Ascend's field service management software.
Learn how to configure equipment setup in Field Ascend. This tutorial covers equipment types, fixed and custom equipment fields, type-specific field visibility, equipment statuses, and admin or technician permissions for adding and creating equipment records.
Learn how to configure email in Field Ascend using both standard SMTP and Microsoft's SMTP OAuth2 connection. This walkthrough covers connection settings, authentication, sender setup, and how to get outbound email working reliably for your account.
Learn how to build reusable job presets with pre-filled titles, categories, notes, materials, engineers, compliance checks, and certificates. Then create fully populated jobs in a single click from the jobs page, customer page, site page, or equipment page. Job presets feature
See how Field Ascend's built-in ticketing system captures customer inquiries from phone, email, website forms and webhooks. Watch a ticket being created with voice dictation, then converted into a fully populated quote with one click. No re-keying, no lost leads. Ticketing system feature
Learn how to build a preventive maintenance inspection check sheet from scratch in Field Ascend. Add PM sections and questions, use yes/no, number, and photo answer types, link the check sheet to equipment such as HVAC systems, enable defect tracking, complete the check in the technician app, sync the results back to the office, and generate a PDF maintenance report.
See how preventive maintenance defects are raised in real time on the technician app without breaking checklist flow. Tag severity, attach photos, carry defects forward from previous visits, and sync everything straight to the office grouped by equipment for fast remedial quoting and a permanent audit trail.
Watch defects raised during a PM visit convert into a structured quote in one workflow. Quote per defect, selected defects, by equipment group, or all at once; avoid double-quoting the same defect; and produce clean customer-ready PDFs with live totals across labor, materials, misc, and mileage.
Watch how quote tasks carry into the work order, how technicians complete tasks one-by-one on mobile, and how Field Ascend keeps a full audit trail for every completion event. Ideal for teams that need clear scope control from quote through final invoice.
Build custom dashboards instantly with Field Ascend's AI-powered dashboard builder. Simply describe what you want to see in natural language - "show me monthly revenue by engineer" or "jobs completed this week by status" - and watch the AI create beautiful, interactive charts and widgets. No coding required, just intelligent automation that understands your business needs.
Generate professional quotes in seconds with Field Ascend's AI-powered quoting system. Watch how to batch-generate multiple quotes from job notes, train the AI with your pricing and style, and automate job status updates. Upload price lists, PDFs, or past quotes as training data - the AI learns YOUR quoting style and produces consistent, professional quotes every time.
Track every quote from send to signature. Learn how to set up quote analytics to see open rates, view times, and acceptance metrics. Enable email acceptance so customers can approve quotes with one click directly from their inbox. Watch a live demo of a customer receiving and accepting a quote via email - no login required, instant notification to you.
Build custom reports to track first-time fix rate, technician utilization, revenue per work order, and other KPIs that matter to U.S. service contractors. Export data for stakeholder reviews or QuickBooks reconciliation.
Set up service territory geofencing so your dispatch team always assigns the right technician. Create drive-time zones, radius boundaries, or hand-drawn territories. Use smart auto-generation to build optimized non-overlapping zones for every technician based on their home location — ideal for HVAC, plumbing, and electrical contractors covering large U.S. metro areas.
Learn how to customize your field service management software with your company branding. This tutorial shows you how to upload and configure your company logo, which will appear on quotes, invoices, and documents for a professional branded experience.
Set up your Field Ascend account, import customers from QuickBooks or CSV, configure your team's permissions, and get technicians dispatched to their first job. Covers initial setup tailored for U.S. service businesses including time zone, currency display, and accounting integration selection.
Learn how to assign jobs in Field Ascend using the job record, map view, and the planning board. This training covers technician allocation, location-based dispatch, map filters, bulk assignment with the lasso tool, and drag-and-drop planning inside your field service dispatch software.
Watch a technician complete a full work order from start to finish on the Field Ascend mobile field service app — start travel, arrive on site, work done with voice dictation, photos tagged before and after, materials linked to equipment, compliance checks, preventive maintenance attachments, and customer and technician signatures. Half the demo runs entirely offline in airplane mode, with sixteen pending actions syncing back to the office automatically the moment wifi reconnects.
Follow a work order from creation through completion and invoicing. Build quotes, convert to jobs, track technician progress in the field, and generate invoices that sync to QuickBooks. The full quote-to-cash lifecycle in one walkthrough.
Configure recurring PM schedules, attach compliance checklists (OSHA, EPA 608, NFPA), and automate service reminders for customer equipment. Prevent missed visits and keep your service agreement pipeline running on autopilot.
Give your customers a branded portal where they can track active work orders, approve estimates with one click, view invoice history, and submit new service requests — reducing inbound phone calls and freeing up your dispatch team. This full walkthrough covers portal settings, branded access, dashboard, sites, estate map, equipment, estimates, work orders, scheduled visits, invoices, statements, credits, reports, support tickets, floorplans and control room view. Learn more about the customer portal.
Use the interactive dispatch map to assign jobs in bulk with the lasso tool, optimize technician routes to minimize drive time across large service areas, and track your entire field team in real-time. Built for contractors managing multiple zip codes and metro regions.
Connect your field service management software with Xero, Sage, or QuickBooks for seamless financial synchronization and automation. Learn how to sync customers, invoices, and payments between your FSM software and accounting platforms.
Import your existing customers, items/parts price list, and historical invoices from QuickBooks Online into Field Ascend. This one-time import ensures you're ready to go from day one with no duplicate customers, complete stock pricing, and full invoice history. Preview everything before saving, with automatic duplicate protection built in.
Automatically capture technician hours via the mobile app, verify attendance with GPS audit trails, manage overtime calculations, and export timesheet data for payroll. Track labor costs per work order to improve job profitability across your service business.
Learn how to manage vehicle records inside Field Ascend field service management software. This walkthrough covers vehicle documents, technician data requests, scheduled vehicle checks, mileage and tire pressure questions, check results, traffic-light warnings, and fleet notifications for service, inspection, and registration dates.
Discover Field Ascend's intelligent AI Assistant that transforms your workflow. Watch how it automatically processes Purchase Orders, matches them to quotes, and creates jobs with your approval. Give natural language commands and watch the AI navigate your system, click buttons, fill forms, and perform real tasks. Experience smart automation that learns your processes, self-corrects, and saves your team hours every day.
Field Ascends can now talk to each other. Watch the complete subcontractor workflow — invite a subcontractor company, issue a work order from a job, accept and process on the subcontractor side, complete the work, invoice, and close the loop on the parent side. Full lifecycle visibility with audit trail, equipment snapshots, and real-time status tracking. Subcontractor management feature
Field Ascend connects directly to Claude, Anthropic's AI assistant. Ask Claude questions about your jobs, customers, equipment, and sites using natural language — and get answers from your live business data. Works on Claude.ai, Claude Desktop, and Claude Mobile. Setup takes under a minute.
Need a hand setting up work order management workflows, configuring technician scheduling, or connecting QuickBooks? Our support team offers live walkthroughs tailored to your trade — whether you run HVAC, plumbing, electrical, elevator maintenance, or multi-trade operations across the United States.
Contact Our TeamStart a free 30-day trial and explore field service management software built for U.S. service contractors. Set up technician scheduling, create your first work order, connect QuickBooks, and dispatch your team — all before the trial ends..
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