This article will go over the common elements of the program we see initially setup in FieldCentral for Irrigation work. Along with an overview of these elements, additional resources from our Knowledge Base will be included for more granular information regarding specific settings.
Accounting Settings
The Accounting Settings in FieldCentral is used to determine which accounting platform you are using as well as other various settings that affect how information is transferred over to your QuickBooks Account. These Accounting Settings must be set before the FieldCentral account is able to be integrated with QuickBooks.
More information on how to adjust these accounting settings can be found in our ACCOUNTING/BILLING SETTINGS article.
Integrating QuickBooks
Once your accounting settings are complete, the next step would be to integrate your FieldCentral account with QuickBooks. The process the integrate the programs may look slightly different depending on whether you are using the desktop or online version of QuickBooks. The steps required to set up the integration to QuickBooks and import data into FieldCentral can be found in one of the articles listed below.
• QuickBooks Online Data Transfer
• QuickBooks Desktop Data Transfer
Creating Users
After pulling in your data from QuickBooks, the next step would be to ensure all personnel who need access to FieldCentral are set up as a user. This would include both individuals using the office version of the program as well as those using the field application. More information on creating a new user in FieldCentral can be found in our CREATING A NEW USER article.
Adding Internal Personnel
With the users added to the platform, the next step would be to ensure all your internal personnel are set up in the people settings in the program. Under the people settings there are three types of records:
• Crews – Active crews display on the schedule for scheduling purposes. Settings for the crew also affect the options available when operating the field application. More information on how to set up these crews can be found on our CREWS: UNDERSTANDING & CREATING article.
• Employees – Employees are the individuals that make up the crew and are selected for time tracking from the field application. More information about setting up employees in FieldCentral can be found on our ADDING A NEW EMPLOYEE article.
• Sales Reps – Can be setup and then recorded on estimates to distinguish who is responsible for the quote/estimate.
User Defined Fields
User Defined Fields, commonly referred to as UDFs, are customized fields of information that can be stored across any property in your FieldCentral account. In Irrigation, we commonly see some of the UDF fields setup to track information about the irrigation system like the number of zones and controller location. More information regarding setting up these UDFs can be found on our USER DEFINED FIELD (UDF) SETUP article.
Assessments
Assessments are lines of questions asked to the user of the field application upon the completion of a visit. Once configured, assessments can become a valuable tool to record missing information for your properties or gain valuable insight regarding how a visit was performed. Details for setting up assessments can be found in our ASSESSMENT SETUP article.
Services & Work To Dos
The Services & Work to Dos in FieldCentral are associated with the visit and determine how long the visit will schedule out on the calendar and how the visit will bill by default. For more information on how to set up your services, please refer to our CREATING & DEFINING WORK TO DOS article.
Accounts
Accounts in FieldCentral are used to record your customer base. Accounts are separated into three different categories:
• Properties – Properties are the physical location where service will be performed. More details on what is included on a property account can be found on our ACCOUNTS: PROPERTY DETAILS OVERVIEW article.
• Contacts – Contacts are the actual individuals associated with a property or management company. Contact records hold all the email and phone number information for your customers.
• Management Companies - Management Companies oversee the service done on multiple properties. By default, the billing address for a property would be updated to match the address of the Management Company if one is associated to the property.
Lets Get Started
With all your Users, Personnel, Services, and Accounts now setup, you should be able to continue on to operating the program and should be ready for scheduling. If you are looking for more information on scheduling in FieldCentral, various articles are available on our knowledge base outlining the scheduling process here.