Getting Started with Free Plan¶

The Free plan gives you everything you need to manage a small field-service operation — up to 5 users, unlimited jobs, and full invoicing — at no cost, forever. This guide walks you through the core features so you can start dispatching work today.

Prerequisites¶

Before you begin, make sure:

• You have registered your company and verified your email.
• You have completed your first login and set your timezone, currency, and distance unit.

1. Invite your team¶

You can invite up to 5 users on the Free plan (including yourself). Each member is assigned a role that controls what they see and do.

1. Open Users from the sidebar menu.
2. Click Invite User.
3. Fill in the invitee's email, first name, last name, and select a role:
   • Owner — full access to billing, settings, users, jobs, customers, invoices, and reports.
   • Dispatcher — create, assign, and manage jobs; manage customers; view reports.
   • Technician — view assigned jobs, update status, capture photos, navigate to sites.
4. Click Send Invitation.

The invitee receives an email with a link to set their password and join your company. The link is valid for 48 hours — you can resend it from the Users page if it expires.

Full details in the invite your team guide.

2. Manual assignment¶

On the Free plan, you assign technicians to jobs manually. This gives you direct control over who handles each job.

1. Open a job from the Jobs list or dashboard.
2. Click the Assign button (or the technician dropdown in the job detail view).
3. Select the technician from the list of available team members.
4. Click Save. The technician is notified immediately.

Manual assignment works well for small teams. As your operation grows, consider upgrading to PRO to unlock the V5 Auto-Assignment Engine, which automatically matches the best technician to each job based on skills, location, and workload.

3. Create jobs¶

Jobs are the core of FSM Navigator. Here's how to create one:

1. Click Create Job from the dashboard or the Jobs page.
2. Select a customer — choose an existing customer or click + New Customer to create one inline.
3. Job details:
   • Job name — a short description (e.g., "Furnace annual inspection").
   • Description — detailed notes for the technician.
   • Job type — select the category that matches the work.
4. Priority — choose Low, Medium, High, or Urgent.
5. Scheduling:
   • Set the scheduled date and time.
   • Optionally set an SLA due date for deadline tracking.
6. Assign a technician — select from your team or leave unassigned for later.
7. Click Save.

Your job appears on the dashboard in Pending status, ready for the assigned technician to begin.

Learn about the full job lifecycle in job statuses & workflow.

4. Generate invoices¶

Once a job is completed, you can generate an invoice directly from it:

1. Open the completed job.
2. Click Generate Invoice.
3. Review the invoice details:
   • Line items — parts used during the job are auto-populated if tracked.
   • Labor — add labor charges manually or use preset rates.
   • Tax — applied automatically based on your tax configuration.
4. Click Create Invoice.
5. From the invoice view, click Send to email a PDF to the customer.

See the creating invoices guide for detailed options including discounts and custom notes.

5. Manage customers¶

Build your customer database to speed up job creation and keep a complete service history.

1. Navigate to Customers from the sidebar.
2. Click Add Customer.
3. Fill in the customer profile:
   • Company name (or individual name).
   • Primary contact — name, email, and phone number.
   • Billing address.
4. Add locations — customers can have multiple service locations. Click Add Location and enter the address, contact, and any special instructions.
5. Click Save.

When creating a job, you can select the customer and their specific service location from dropdown menus — no retyping needed.

Full details in managing customers and customer locations.

What's next¶

You've covered the essentials — now explore what's possible as your business grows:

• Guided onboarding tutorial — interactive walkthrough of every core feature.
• Job views: Kanban & Calendar — visualize your work pipeline.
• Global search — find jobs, customers, and invoices instantly.

Frequently asked questions¶