THE FIELDCHIEF GUIDE

Your business.
Two ways to get to work.

Use the native app for your day-to-day work. Connect your AI assistant through MCP whenever it helps. Both work with the same FieldChief business.

01 / GET STARTED

A business account.
A phone number. You.

  1. Create your account with your business name and contact details.
  2. Verify your mobile number using the code sent by text.
  3. Open the FieldChief app and sign in with that same mobile number.

Already have the app? Open FieldChief to sign in. Need help accessing it? Contact our team.

Manage account and billing details on the secure account website. The app’s Account screen also links you there for billing and Stripe connection setup.

02 / YOUR DAILY WORKSPACE

Start with Today.

The app gives you native screens and forms for your work. You don’t need to write a prompt or connect an AI assistant to get things done.

Today

See what needs your attention, your jobs and schedule, and tasks grouped by job. Open a record to review the details and take action.

Notifications

Keep business alerts in one place, with links to the relevant record or review. Opening or reading a notification doesn’t approve work or send a message.

Menu

Find your service requests, clients, leads, quotes, jobs, calendar, invoices, reports, and settings. Use the dedicated forms to make and review changes.

03 / FOLLOW THE WORK

One job.
A connected story.

  1. Review the request. Website requests and customer inquiries give you a starting point. Review the facts and choose what happens next.
  2. Prepare the quote. Add the scope, line items, photos, and any options. Review pricing and terms before sending a customer link.
  3. Schedule the work. Keep crew assignments, checklists, photos, time, and materials with the job. Use change orders when scope changes.
  4. Invoice and record payment. Review the customer’s invoice and payment status. Use reports to see costs and profitability.

Customers use email, SMS, and shared links to review quotes, approve work, and pay. They don’t need a FieldChief account or an app.

Explore the illustrated workflow

04 / OPTIONAL MCP CONNECTION

Your assistant.
Your FieldChief tools.

MCP stands for Model Context Protocol. It lets a compatible AI assistant connect to FieldChief’s tools. Conversations happen in your chosen assistant; the FieldChief app stays focused on native screens and review controls.

  1. Choose an MCP client that supports a remote HTTPS server, Streamable HTTP, and OAuth sign-in. Client support and setup names vary.
  2. Add your FieldChief workspace URL as a remote MCP server. Use your actual workspace subdomain from your account setup.
  3. Follow the sign-in and consent flow. Never paste a password, session token, or secret into a chat.
  4. Start with a simple read: “Show me my scheduled jobs.” The assistant can discover the tools available to your account.

Replace the example with your workspace name. This builds a URL locally; it does not connect or sign you in.

https://your-workspace.fieldchief.ai/mcp?tools=compact

The compact endpoint lets a compatible assistant search available capabilities and look up tool inputs. If your client needs the full named tool catalog, use https://your-workspace.fieldchief.ai/mcp instead.

Same business. Same authority. Your role, business access, and required approvals still apply. Connecting an AI assistant does not give it permission to skip human decisions.

MCP provides text and tools. It does not turn the native app into a chat or embed FieldChief screens in the assistant. Features and file support depend on your client.

05 / FOR ROOFING BUSINESSES

Start with a better estimate.

Roofing tools are available to businesses with the roofing vertical. Aerial estimates provide roof area and pitch where coverage is supported. Confirm the correct structure and review the result before using it to price work.

When you need an EagleView report, connect your own EagleView account. Ordering can incur provider charges and requires confirmation. Measurements stay connected to the lead and quote workflow.

Coverage and data quality vary by location. An estimate is a starting point for review, not a replacement for checking site conditions.

06 / KEEP MOVING

A question?
We’re here.

For setup and product support, email [email protected]. For account and billing, use the account website.

Get Started