FieldPix

How-to videos

See how FieldPix works, one minute at a time.

Short videos with captions and narration that show every part of the app and the web portal. Already using FieldPix? You'll find them in the app too, under Profile → Training, and in the portal under Help.

The app

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Start a job

Start a job. One job per site; everything your crew shoots and writes lands in it. Open Projects and tap New. Name the job and type the site address. Add the client, assign someone on your crew, then tap Create project. That's your job. The bar at the bottom has Checklists, Create, the camera, Collect and More. Docs holds proposals, agreements, reports and AI notes. Money tracks what's paid and what's owed. Tasks is the job's punch list, with crew comments below.

Take stamped photos

Take stamped photos. Tag as you shoot, and every photo files itself to the job. On site? Today knows where you are. Tap Take photos. Pick a tag first, like Before, so every shot is labeled. Tap to shoot and keep going. Switch tags any time. Tap Done. Photos upload to the job by themselves, even later if there's no signal. In the job, every photo is tagged and stamped with the date, time and address.

Walk the site with AI

Walk the site with AI. Talk through the job and snap photos; FieldPix writes the notes. In a job, tap Create, then Walkthrough. Pick the type and tap Start. Walk the site and talk through what you see. Snap photos as you go. Pause when you move to a new area. Tap Done and FieldPix writes it up. The notes are in Docs, under AI documents. A summary, then a section for each area, with the photos you took there. Every follow-up lands in an action list. Share it, translate it, make a proposal from it, or turn it into a checklist.

Get paid on the job

Get paid on the job. Take a card on the spot, send a pay link, or record cash and checks. In a job, tap Collect. Enter the amount and what it's for, then tap Continue. Choose how they pay: Tap to Pay on iPhone, a QR code, a pay link, or cash or a check. With the QR code, the client scans it and pays with a card, Apple Pay or Google Pay. The Money tab shows what's waiting and what's been collected, across every job.

Agreements clients sign on your phone

Agreements your clients sign right on your phone. In a job, tap Create, then Agreement. Add a title, the scope of work, the total and a start date. Tap Use standard terms, then Ready for signature. The wording is locked into a PDF. Tap Sign now and hand the phone to your client. They sign with a finger and agree. The signed copy is saved to the job. Or send it to sign from the client link.

Add your crew

Add your crew. Everyone gets their own login. Open Profile, then Team, and tap Add teammate. Type their name, email and a temporary password. Choose Crew or Admin and tap Add teammate. They sign in with that email and password and see the jobs you assign them.

PDF reports in one tap

PDF reports in one tap. A branded project report with every stamped photo, ready for the client. In a job, open Docs and tap plus. Pick Project report, or a report template your company made. FieldPix builds a PDF with your logo, the client's details, every photo and the job's checklists. Photos are grouped by tag, each with its date, time and address. The report is saved under Reports in Docs, ready to share.

Keep the client in the loop. Crew notes stay private; one link shows the client the job as it happens. In a job, open Tasks. Below the tasks are Comments: notes for your crew. Type a note and tap Post. It's crew-only. Tap Show to client to share a note. The client sees it on their link. Below that is the Client link. Tap Share client link and send it by text or email. Your client opens it in a browser. No app, no account. They see progress, agreements, payments, photos and shared reports. Turn the link off any time.

Draw on photos and leave notes

Draw on photos and leave notes. Circle the problem, add an arrow, and leave a note your crew will see. Open any photo in a job and tap Draw. Pick a color and circle what matters. Add an arrow in another color. Undo if you slip. Tap Save marked-up photo. The original stays, and the marked-up copy is added to the job. Tap Comments, type a note for your crew and tap Post. The note stays with the photo, crew-only unless you share it.

Checklists for every job

Checklists for every job. Start from a built-in trade checklist or your own, and turn the answers into a PDF. In a job, tap Checklists. Pick one of the built-in trade checklists, or one your company made, and tap Start. Each question shows its example photo, so the crew knows the shot to take. Tap the example to see it bigger. Answer each question. Every answer saves as you go, with who answered and when. Photo questions take a new photo or one from your library. Tap Generate report for a branded PDF with every answer and photo.

AI documents from your photos

AI documents from your photos. Daily logs, progress recaps and photo summaries, written for you. In a job, tap Create, then AI Document. Pick what to write: a proposal, daily log, progress recap, photo summary or checklist. Choose the photos to include, then tap Write. FieldPix writes it from the job's photos and notes. Finished documents are saved under Docs, in AI documents. A progress recap is a client-ready update: what's done, what's in progress and what's next, with photos. You can fix spelling, translate it, or turn it into a checklist. Tap Edit notes to change anything. Tap Share to send a web link or a PDF.

Send an invoice

Send an invoice. Add line items, get the total, and send a PDF your client can pay from. In a job, tap Create, then Invoice. Type the work, the quantity and the rate, then tap Add line item. Add as many lines as you need. FieldPix adds up the total. Tap Generate invoice PDF. Then collect payment right away, or send the client a pay link. The PDF shows your company and your client, with a code your client can scan to pay.

Proposals clients sign

Proposals clients sign. A priced estimate with photos of the work, signed on your phone, with the deposit paid. In a job, tap Create, then Proposal. Pick your walkthrough notes or the job's photos, then tap Write proposal. FieldPix drafts the priced lines. The proposal shows up in Docs. Each line has its price and the photos that show the work. Edit anything, then tap Ready for signature. Tap Sign now and hand your client the phone. They sign with a finger. The signed copy is saved to the job, and the deposit is due right away. Collect it on the spot: Tap to Pay, a QR code, a pay link, or cash or check.

Tasks for your crew

Tasks for your crew. A punch list on every job, and the person you pick gets a notification. In a job, open Tasks and tap Add a task. Say what needs doing, pick who it's for, and tap Add task. They get a notification. Or make a task straight from a photo: open it and tap Task. The photo goes with it. Your tasks are on Today, wherever you are in the app. Tap the circle when it's done. Whoever made the task hears about it.

The web portal

For the office: portal.fieldpix.org in any browser.

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Find your way around the portal

The FieldPix web portal. Everything your crew captures in the app, organized for the office. Sign in at portal.fieldpix.org. Needs you shows your tasks and everything waiting on your team. Projects shows every job, as cards, a table or a board. Photos is one feed of every photo, from every job. Tasks, Customers and the Map keep track of the work and who it's for. Money tracks every payment request: what's waiting and what came in. Admins also get the price book, project templates, branding, integrations and billing, under Company. Stuck? How-to videos and Contact us are at the bottom of the menu.

Projects on the web

Projects on the web. Find any job, follow its progress and photos, and talk to your crew. Search by project name, address or client. Open a project to see everything in one place. Move the job along. Your client sees the stage on their project link. Filter photos by tag. Each one carries its date, time and address. Download them all, or select some to move to another job or delete. Comments are the same thread as the app. Tick Visible to client to share a note.

PDF reports and templates

PDF reports from the portal. Generate one from any project, and design your own templates. In a project, click Generate report. A project report has every photo with its time and address stamp, grouped by tag, plus the job's checklists. Or pick a checklist, an invoice, or a template your company designed. Click Generate PDF. The report is saved under Reports in the project. In Report templates, click New template and give it a name. Add the sections you want, in order. Here, the checklist and a signature box. Save it, and it shows up under Custom template for everyone on the team.

Get paid and track money

Get paid from the portal. Request a payment from any project, and see what's waiting and what came in. In a project, find Payments. Enter the amount and what it's for. Click Collect payment. Your client pays with the QR code or a pay link. Every request is listed here, with what's waiting and what's paid. Money shows every request across all your projects. Switch between waiting, paid and everything. Download a spreadsheet for your bookkeeper, for any dates.

Share the job with your client

Share the job with your client. One private link, with no app or account for them. In a project, click Copy client link and send it by text or email. Client page shows exactly what your client sees. Progress, the photos and reports you share, agreements and payments. Back in the project, the Client link card shows when the link was last opened. Turn the link off any time, or make a new one. Agreements waiting for a signature have their own signing link.

Add your team

Add your team from the portal. Share a code or a link, and choose who's an admin. Team lists everyone on your FieldPix account. New people sign up with this code, in the app or on the web. Or copy a sign-up link and text it to them. Change someone's role here. Admins also manage billing, branding, templates, the CRM and the team. Crew capture and document jobs.

Build a checklist

Build a checklist on the web. Your crew fills it in on the job, with photos where it matters. Checklists shows your own, and the ones built in. Click New checklist and give it a name. Add a question, and choose the answer type: yes or no, a rating, text or multiple choice. Tick Add photos to ask for a photo with the answer. Add an example photo, so your crew sees what a good shot looks like. Add as many questions and sections as the job needs. Save it. It's ready in the app on every job.

Your logo and settings

Your logo and company details, on every report and client page. Report branding sets what clients see on reports and their project page. Add who clients should ask for, a phone number, your address for invoices, and an email. Upload your logo. A square PNG or JPG works best. Save. New reports and the client page use it right away. In Profile, add your photo. Your name shows on photos you take, comments and reports. Notifications sets what FieldPix tells you about, including email.

Billing and payouts

Billing and payouts. Your FieldPix plan, and the account your clients' payments go to. Your plan and trial are at the top. Starter covers up to 5 people; Pro covers everyone. Every feature is on both plans. Choose one to start your subscription. Get paid by clients connects your own Stripe account, so payments go to your bank. Turn on reminders, and FieldPix emails clients about payments still waiting. Tap to Pay on iPhone needs your business address once.

Integrations and import

Integrations. Send your jobs to the other tools you use, or bring photos in from another app. Integrations is under Company in the menu. Webhooks send a message to Zapier or your own tools when a project is made, a proposal is signed or a payment comes in. API keys let your own scripts and apps read and add jobs. CRM sends each project, with its photos and latest report, to your CRM. Import data brings jobs and photos from another app's export. Each folder becomes a project.

Proposals and the price book

Proposals on the web. Priced lines with photos of the work, signed by your client, with the deposit paid. In a project, under Proposals and agreements, click New. Start a blank proposal, or let FieldPix draft one from your walkthrough notes or photos. Give it a title, then add lines from your price book. Set the quantities, and add photos of the work to each line. Ask for a deposit when it's signed: a percent or a fixed amount. Click Ready to sign. Your client signs on their project link and pays the deposit there. Keep your prices in the Price book. Add items one by one, or import a spreadsheet.

Tasks on the web portal

Tasks. A punch list on every job, and the person you pick gets a notification on their phone. Tasks lists what still needs doing on every job. Mine shows yours; Everyone's shows the whole team's. Click New task, and choose the job. Say what needs doing, add notes or a due date, and pick who it's for. Click Add task. They get a notification and see it on Today in the app. Make a task straight from a photo: open it and click Task. Tick a task when it's done. Whoever made it hears about it.

Photos and markup

Photos on the web. Every job's photos in one feed, with arrows, boxes and measurements. Photos shows every photo and video from every job, newest first. Filter by job, by who took it, by tag or by date. Click a photo to see it full size, then click Draw. Pick a tool: an arrow, a box, a circle, text or a measurement. Measure: drag along what you measured, and type its length. Save keeps the original and adds the marked-up copy to the job. Took it in the wrong job? Open the photo and click Move.

Customers, the map and templates

Customers, the map and project templates. Who you work for, where your jobs are, and jobs that start ready to go. Customers lists everyone you work for, with all their jobs. Add one, import a spreadsheet, or make them from your existing jobs. The map shows where every job is. Click a pin to open it. Project templates start a job ready to go: its checklists, labels, stage and punch list. Pick the template when you make a new project.

Still stuck? Email support@fieldpix.org and we'll help, or see Support.

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