Creating Your Account

Last updated: April 20243 min read

Welcome to Infieldr! This guide will walk you through creating your account and getting your field service business set up in just a few minutes.

Step 1: Visit the Sign Up Page

Go to infieldr.io/register to start the registration process.

Screenshot: Infieldr registration page

Step 2: Enter Your Business Information

Fill in the following details:

  1. Company Name - Your business name as it should appear on invoices
  2. Your Name - The account owner's full name
  3. Email Address - This will be your login email
  4. Phone Number - For account verification and support
  5. Password - Choose a strong password (minimum 8 characters)

💡 Tip

Use your business email address rather than a personal one. This looks more professional on customer communications.

Step 3: Verify Your Phone Number

We'll send a 6-digit verification code to your phone via SMS. Enter this code to verify your account.

Step 4: Choose Your Industry

Select the type of field service business you operate:

  • HVAC
  • Plumbing
  • Electrical
  • Landscaping
  • Pool Service
  • Cleaning
  • General Contracting
  • Other

This helps us customize your experience with relevant features and templates.

Step 5: Complete Setup

Once verified, you'll be taken to your dashboard. From here, you can:

  • Complete your company profile
  • Add your team members
  • Set up your services and pricing
  • Configure your AI Front Desk

⚠️ Important

Make sure to complete your company profile before sending estimates or invoices. Your business information will appear on all customer documents.

What's Next?

Now that your account is created, we recommend following these steps:

  1. Set up your company profile
  2. Add your team members
  3. Add your first customer

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