What should I do first after signing up for FieldPlexus?

Add your first client. Everything in FieldPlexus connects to clients — scheduling, invoicing, billing, notifications. Once you add a client and complete a job for them, the whole system starts making sense. Tap Clients in the sidebar, tap + Add Client, and enter at least a name.

How long does FieldPlexus setup take for a small landscaping business?

About 30 minutes to get from signup to sending your first real invoice. Setting your business profile takes 2 minutes, adding a client takes 1 minute, scheduling and completing a job takes 3 minutes, and sending the invoice takes under a minute. Tax settings, SMS registration, and services catalog are optional and can be added later.

Do I have to fill out every FieldPlexus setting before I can use it?

No. The minimum to start billing is one client with a name and one appointment on the schedule. Tax rate, payment terms, services catalog, SMS registration, and equipment tracking are all optional. Most landscapers set up their business profile and a few clients on day one, then add the rest over the first week.

Getting Started — Your First 30 Minutes in FieldPlexus

Welcome to FieldPlexus

You just signed up. The goal of this article is to get a real invoice out the door in about 30 minutes. Follow the steps in order and you will be up and running before the day is over.

You do not have to finish everything in one sitting. Even getting through the first two steps puts you ahead.

Step 1: Set Up Your Business Profile

This info shows up on every invoice and estimate clients see.

Tap Settings in the sidebar
You land on the Business Info tab by default
Fill in Business Name, Address, Phone, and Email
Tap Save

Your business name is what clients see on invoices. The email is where your copies of sent invoices go.

Step 2: Add Your First Client

Tap Clients in the sidebar
Tap the + Add Client button (top right)
Enter the client's name (only required field)
Add email (needed to send invoices) and phone (needed for text notifications)
Add service address and notes if helpful (gate codes, dog warnings)
Tap Save

Have a bunch of clients already? Tap Import Clients on the Clients page to bring in a spreadsheet.

Step 3: Create Your First Job

Tap Schedule in the sidebar
Navigate to the date you want
Tap the green + Schedule button (top right)
Select your client, pick a service, set time and price
Leave Repeat set to None (one-time appointment)
Tap Create Appointment

Step 4: Complete the Job

When the work is done, tap the green Complete button on the appointment card. The charge automatically goes to the client's collecting invoice. No copying numbers. No double entry.

Step 5: Send Your First Invoice

Tap Invoices in the sidebar
Tap the Collecting tab
Tap the invoice to open it
Review the line items
Tap Send Invoice
Confirm the email and tap Confirm & Send

Your client gets a professional email with your business name and a PDF attachment. That is the core loop of FieldPlexus.

Step 6: The Optional Stuff

Once the basics work, fill in tax rate and payment terms at Settings → Billing. Add your service menu at Settings → Services. Register for SMS at Settings → Text Messaging when ready.

None of this is required. Focus on clients, scheduling, and invoicing first. Everything else builds on that foundation.

Do I Have to Set Everything Up Right Now?

No. All you actually need is one client and one appointment. Tax settings, payment terms, services catalog, SMS, equipment tracking are all optional and can be added whenever.

Still have questions? Tap Help in the sidebar and ask the AI product expert — it knows every feature, every button, every workflow in FieldPlexus.