Getting Started
Field Optic Tutorial
Watch this walkthrough to get up and running quickly — from account setup to your first work order. The video is the same getting-started tutorial used in Field Optic onboarding.
About this tutorial
In this video, we walk through getting started with Field Optic, covering essential features like setting up your account, managing users, and adding customers and products. We recommend familiarizing yourself with the settings page first, where you can update your profile, company details, and access controls. We also demonstrate how to create work orders and manage your schedule.
Please take the time to explore the app and start adding your first customer and product. If something is unclear, email support@fieldoptic.com — the same inbox we use for support, questions, and training.
Chapters
- Introduction to Field Optic
- Settings Page
- Adding Customers
- Adding Products
- Adding Locations
- Creating Work Orders
- Scheduling
- Reports
Ready to get started?
Sign up for 3 months free — no credit card required. Or log in if you already have an account.