How FieldPlexus Works
Everything you need to run your landscaping business in FieldPlexus. Short articles. Exact button names. Real workflows.
Getting Started
Getting Started — Your First 30 Minutes in FieldPlexus
Walks a new landscaping business owner through business profile setup, first client, first appointment, and first invoice in about 30 minutes.
Read →Importing Your Existing Client List
Covers the four ways to import clients into FieldPlexus — upload, paste, template, and quick add — plus column mapping and preview.
Read →Scheduling
Setting Up Recurring Appointments (Weekly, Biweekly, Monthly)
Step-by-step guide to scheduling weekly, biweekly, and monthly recurring jobs so a landscaping crew never has to rebuild the schedule.
Read →Completing Jobs and How They Hit the Invoice
Explains how completing a scheduled appointment automatically adds a line item to the client's collecting invoice with no double entry.
Read →Invoicing & Billing
How Collecting Invoices Work
Explains the collecting invoice system that accumulates services across the month onto one invoice and why it saves landscapers hours of billing work.
Read →Sending Your First Invoice
Walks through sending a FieldPlexus collecting invoice for the first time, what the client sees, and what happens after.
Read →How Parent-Child Billing Works for Property Managers
Shows landscapers how to bill a property management company one consolidated invoice for all the properties they service using parent-child client accounts.
Read →Marking Invoices as Paid and Sending Receipts
How to mark a FieldPlexus invoice as paid, record the payment method, and send an automatic receipt to the client.
Read →Understanding Invoice Statuses (Collecting, Sent, Overdue, Paid)
Every invoice status in FieldPlexus explained — what each one means, how transitions happen, and what you can do at each stage.
Read →Estimates
Communication
Accounting
Connecting QuickBooks Online
How to connect FieldPlexus to QuickBooks Online so invoices and payments sync automatically with no double entry.
Read →Tracking Expenses and Employee Payments
How to log business expenses and crew payments in the FieldPlexus accounting module so tax time is organized and actual profit is visible.
Read →Team & Equipment
Adding Your Crew and Managing Permissions
How to invite crew members as Admins or Members, what each role can see, and how to assign appointments so everyone knows which jobs are theirs.
Read →Equipment Tracking and Maintenance Reminders
How to track mowers, blowers, trimmers, and trucks in FieldPlexus with automatic SMS reminders when service is due.
Read →Get Help
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