Find your way around Fieldbase

Get to know the menu, recent tabs and tools for finding a record.

Before you start

Choose a work area

Use the sidebar to open Work Orders, Clients or Equipment. Other areas depend on your account roles and the organization’s enabled modules.

Search and filter

In lists, enter the record name or identifier. Combine available filters such as client, status, technician or date. Clear old filters if the results seem incomplete.

Open details and return

Open a row to inspect its record. Use Back or recent tabs to return to an area you opened earlier. Closing a recent tab does not delete the record.

Find settings

Open the menu beside your name. Settings contains personal preferences; Organization contains company configuration when you have access. You can also contact support from this menu.

Check the result

You can find a record, return to its list and distinguish personal preferences from company settings.

If something gets in the way

Is a menu option missing?

Check your roles and modules with an administrator. A customized menu or narrow screen can show options differently; you do not need to create another account.