Fieldgenius

Learn how to navigate the FieldGenius mobile app — bottom nav, company switching, job list, and profile settings.

How to view, accept, and work through jobs in FieldGenius — from the job list to payment collection.

Create and collect invoices in the field — price book access, line items, payment collection, and sync to DramTrade.

Capture customer signatures, complete job forms, and get customer sign-off on work performed — all from your device.

Capture before/after photos, annotate images, attach files to jobs, and document equipment — all tied to the job record.

Keep working when there's no signal — what FieldGenius stores locally, how data queues for sync, and what requires a connection.