# Fieldbase · Help centre

Practical guides for office staff and field technicians, from adding your first client to sending the service report.

Source: https://fieldbase.pt/help/en

- [Create or access your account](https://fieldbase.pt/help/en/access-your-account/markdown): Join the right organization, accept an invitation or start setting up your company.

- [Find your way around Fieldbase](https://fieldbase.pt/help/en/find-your-way/markdown): Get to know the menu, recent tabs and tools for finding a record.

- [Invite technicians and office staff](https://fieldbase.pt/help/en/invite-your-team/markdown): Give a colleague access and select the roles they need for their work.

- [Create a client](https://fieldbase.pt/help/en/create-client/markdown): Register the company or person receiving the service, with the right contacts and location.

- [Add a service location](https://fieldbase.pt/help/en/add-service-location/markdown): Keep several sites under one client and choose the right one for each visit.

- [Set up client contacts and site instructions](https://fieldbase.pt/help/en/client-contacts/markdown): Choose who receives each communication and what the team needs to know before the visit.

- [Create an equipment type](https://fieldbase.pt/help/en/create-equipment-type/markdown): Group similar equipment and prepare maintenance settings.

- [Register equipment](https://fieldbase.pt/help/en/register-equipment/markdown): Link a physical unit to its client and record where it is installed.

- [Create a checklist template](https://fieldbase.pt/help/en/create-checklist/markdown): Prepare a reusable template for your team’s inspections.

- [Add questions and preview a checklist](https://fieldbase.pt/help/en/build-checklist/markdown): Choose the right fields and check what the technician will need to complete.

- [Link a checklist and manage its versions](https://fieldbase.pt/help/en/associate-checklist/markdown): Make the template available in the right context and preserve previous work.

- [Create a work order](https://fieldbase.pt/help/en/create-workorder/markdown): Prepare a visit with the client, location and service to carry out.

- [Assign technicians and schedule a visit](https://fieldbase.pt/help/en/assign-and-schedule/markdown): Set who will carry out the work and when the team should be on site.

- [Prepare equipment, tasks and materials](https://fieldbase.pt/help/en/prepare-workorder-tasks/markdown): Check what the team will inspect and what they need to bring.

- [Track work order progress](https://fieldbase.pt/help/en/track-workorders/markdown): Find pending, ongoing and completed work.

- [Prepare your day in the mobile app](https://fieldbase.pt/help/en/mobile-briefing/markdown): Review your briefing and prepare visits before leaving.

- [Start, pause and resume a work order](https://fieldbase.pt/help/en/start-and-pause-work/markdown): Record the visit’s progress as it happens.

- [Complete an equipment checklist](https://fieldbase.pt/help/en/complete-checklist/markdown): Record the inspection against the right unit and check required fields.

- [Record notes, photos and recommendations](https://fieldbase.pt/help/en/record-evidence/markdown): Add context to completed work and problems found.

- [Complete a work order and collect signatures](https://fieldbase.pt/help/en/complete-and-sign/markdown): Review the inspection, collect required signatures and confirm completion.

- [Work offline and synchronize](https://fieldbase.pt/help/en/work-offline/markdown): Prepare work before losing coverage and check uploads when you reconnect.

- [Generate and review a service report](https://fieldbase.pt/help/en/review-report/markdown): Check the service results before delivering them to the client.

- [Download and deliver documents](https://fieldbase.pt/help/en/deliver-documents/markdown): Choose the right document and check the recipient before sharing it.

- [Troubleshoot a problem and get help](https://fieldbase.pt/help/en/get-help/markdown): Collect the details support needs to investigate a problem without losing your work.