Welcome to FieldStream's
Help Centre!

Documentation & Visual Guide On How To Use FieldStream

two-factor-authentication

FieldStream Login & Sign-Up Guide

Learn how to easily log in and sign in to your account with our quick, step-by-step guide.

shuttle

Get Started With FieldStream

Get started quickly by creating an account, signing in, and exploring key features in just a few steps.

dashboard

Dashboard

Access your dashboard to manage your account, view insights, and navigate key features at a glance.

add client

Add Clients

Follow this step-by-step guide and video to easily add and manage clients in your account.

create quote

Create Quotes

Learn how to create and send quotes with our simple step-by-step guide and video walkthrough.

invoice

Invoices

Follow our step-by-step guide and video to easily create, send, and manage invoices.

project

Create a Project

Learn how to create and manage projects with our easy step-by-step guide and video tutorial."

business unit

Business Unit

Follow our step-by-step guide and video to set up and manage your business unit efficiently.

add-task

Create a Task

Follow our step-by-step guide and video to create and manage tasks with ease.

timesheet

Timesheets

Follow our step-by-step guide and video to create and manage timesheets.​

location

Location

Follow our step-by-step guide and video to easily add and manage locations in your account.

documents-folder

Default Documents

Learn how to add and set a default document with our simple step-by-step guide and video tutorial.

checklist

Default Checklist

Learn how to add and set a default checklist with our simple step-by-step guide and video tutorial.

task-import

Task Import

Follow our step-by-step guide and video to easily import tasks into your account.

bill

Add Bills

Learn how to add and manage bills with our easy step-by-step guide and video tutorial.

purchase-order

Purchase Orders

Follow our step-by-step guide and video to create and manage purchase orders efficiently.

receipt

Receipts

Learn how to add and manage receipts with our simple step-by-step guide and video tutorial.

supplier

Suppliers

Follow our step-by-step guide and video to easily add and manage suppliers in your account.

settings

Settings

Learn how to customize and manage your account settings with our simple step-by-step guide and video.

bank-details

Bank Details

Follow our step-by-step guide and video to securely add and manage your bank details.

user

Users

Learn how to add and manage users with our easy step-by-step guide and video tutorial.

user-permission

User Permission

Follow our step-by-step guide and video to easily manage user permissions and access levels.

subscription

Manage Your Subscription

Learn how to manage your subscription and update preferences with our easy step-by-step guide and video.

activities

Activities

Follow our step-by-step guide and video to easily view and track your activities.