Omni Field Academy
Step-by-step guides for running a field service business in Omni Field: scheduling jobs, dispatching technicians, quoting, invoicing and getting paid.
24 guides, free to read without an account. These are the same guides that appear inside the product, so what you read here is what you get when you sign in.
Communication
- Messages
In-app team and customer messaging.
About 5 min
Finance
- Products & Services
Catalog of services and parts you sell.
About 5 min
- Quotes
Send quotes and convert them into jobs.
About 5 min
Operations
- Jobs Archive
The read-only history of completed, invoiced and cancelled jobs, searchable, filterable, restorable.
About 5 min
Platform Basics
- Calendar: schedule like a pro
Day, week and month views, drag-to-reschedule, and keeping the team's diary honest.
About 5 min
- Customers: your client book
Central customer records with full history, jobs, invoices, appliances and conversations.
About 5 min
- Documents: job cards, PDFs & archives
Export polished job cards, invoices and quotes as PDFs, and control exactly what they include.
About 5 min
- Getting help: AI assistant & support
Raise a ticket, ask the AI assistant if your workspace has one, and find every guided tour and walkthrough in one place.
About 5 min
- Guided highlights and Discover
The short walkthrough that points at the real screen on your first visit, how to replay it, and where to find the parts of the platform you have not opened yet.
- Invoicing: bill and get paid
Create professional invoices, send them by email or WhatsApp, and track payment.
About 6 min
- Jobs: create, schedule and track
The heart of the platform, the full job lifecycle from draft to invoiced.
About 7 min
- Meet Omni AI
Asks, answers and acts, with your approval. The fastest way to get things done in Omni.
About 5 min
- Power user: the Cmd/Ctrl-K palette
Jump anywhere, create anything, and ask the AI, without touching the mouse.
About 5 min
- Reports: know your numbers
Revenue, job pipeline and team performance dashboards built from your live data.
About 6 min
- Switching to the tech (field agent) view
How the mobile field-agent workspace relates to the dashboard, and who lands where.
About 5 min
- User roles & permissions explained
Owner vs admin vs manager vs technician vs viewer, who can do what, and how to change it.
About 5 min
- Your dashboard at a glance
What every card, metric and shortcut on the Overview screen means.
About 5 min
Reporting
- Customer reports
Customers by type and status, and your Top Customers by Revenue.
About 5 min
Team
- Team
Manage team members, roles and permissions.
About 5 min
Your Profile
- Appearance & language
Interface language, light/dark theme and sidebar style.
About 5 min
- My digital business card
A public card with QR code, vCard download and engagement analytics.
About 5 min
- Notification preferences
Choose which Omni notifications you receive.
About 4 min
- Security settings
Two-factor auth, session timeout, password and your login history.
About 5 min
- Your profile
Photo, contact details, home address, skills, languages and certifications, one shared record.
About 5 min