Fieldmagic Howto Videos

Get step by step videos for how to configure and use your Fieldmagic platform. Search below for a specific topic, or browse our articles by category below.

All Getting Started Advanced Features Training Managing Jobs Setup Data Management

Getting Started

  1. Introduction to Fieldmagic Navigation & Search
    2.
  2. Creating your First Quote
    3.
  3. Creating your First Job
    4.
  4. Managing Leads and Contacts

Recurring Jobs

  1. Setting up and Scheduling a Recurring Job

Job Management

    Administration

    1. Inviting Users to your System
      2.
    2. Creating your First Job Checklist

    Asset Management

    1. Creating your Asset Types

    Data Management

    1. Merging Duplicate Records
      2.
    2. Import Your Data into Fieldmagic in Just 10 Minutes!

    Integration & API Management

    1. API Integration Setup with FieldMagic & Make.com

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