FieldsDesk documentation
Everything you need to run a build in FieldsDesk.
Step-by-step guides for every module — from your first project to owner pay applications, written for the way custom-residential GCs actually work. New here? Start with the platform tour.
Getting started
Create your account, take the 90-second tour, and stand up your first project.
5 articles →Preconstruction
Estimate and bid a job before you win it — then convert the awarded pursuit into a live project that carries its budget and bought-out subs.
5 articles →Budget & financials
Build the GMP budget, organize cost codes, and watch actuals roll in from QuickBooks.
4 articles →Commitments & contracts
Issue subcontracts and POs, generate agreements from your own template, and manage change orders.
4 articles →Billing & pay applications
Process subcontractor pay requisitions and bill the owner with standard industry forms.
2 articles →RFIs, submittals & drawings
Run the information flow with the architect — questions, shop drawings, and live plan markup.
4 articles →Field & closeout
Schedule, daily logs, owner selections, allowances, punch list, and meeting minutes.
6 articles →Owner & communications
Give owners a clean window into their project — dashboard, portal, and automatic weekly updates.
6 articles →Subcontractor portal
Give each sub a scoped, password-protected portal — invited from the commitment, set per tool, and cost-isolated from everyone else.
5 articles →Admin & security
Users, roles, branding, licensing, single sign-on, data export, and security.
7 articles →Integrations
Connect QuickBooks, DocuSign, Microsoft Project, Zoom, and your own Claude key.
5 articles →