How it works

From signup to your first scheduled job — in 90 seconds.

No 12-step setup wizard. No vendor templates to configure. Here's exactly what you'll see at each step the first time you open FieldNotch.

No setup wizard

We don't ask for your team size, role, or phone number. Just an email and a company name to get started.

Your real work orders, day one

Try it on a PDF from your actual vendors. The AI extracts every field automatically — no templates, no field mapping.

Optional power-ups

Connect QuickBooks, invite your crew, configure payout rules — only when you're ready. Each one earns you a bonus.

1

Signup

Email, password, company name. That's it.

~15 sec
app.fieldnotch.com/signup
F

Start your 14-day trial

No card. Cancel anytime.

or

Already have an account? Sign in

What you'll see

Signup in under 30 seconds.

Continue with Google, or use an email and password. We ask for your email and your company name — that's the entire form.

Your 14-day trial starts the moment you click create. We won't charge you until you actively choose a plan on day 14.

2

Welcome

A clear goal: one work order, 90 seconds.

~2 sec
app.fieldnotch.com/welcome
F

Welcome to FieldNotch, Ivan.

Let's get one job into the system so you can see how this works. Takes about 90 seconds.

Skip the tour

What you'll see

One clear goal. One button.

We tell you up front what the next 90 seconds will accomplish: getting a real work order into FieldNotch so you can see it work on your data.

Prefer to poke around on your own? Skip the tour and go straight to your dashboard — you'll have full access to everything.

3

Upload work order

Drop in any PDF from any vendor.

~10 sec
app.fieldnotch.com/onboard/upload

Add your first work order

Step 1 of 3 · Drop in any PDF and watch the magic.

Drop a work order PDF here

From any vendor — PRO, OPUS, ServPro, Safeguard, anyone.
We figure it out.

Don't have one handy? Try a sample work order →
What you'll see

Drop in any PDF. We figure out the rest.

It doesn't matter whether your work orders come from PRO, OPUS, ServPro, Safeguard, NEMIRA, or a vendor we've never heard of. No templates to configure, no field mapping, no integrations to set up first.

Don't have a PDF handy? Use one of our sample work orders to see exactly what extraction looks like.

4

Extracting

Every field extracted, automatically.

~4 sec
app.fieldnotch.com/onboard/extracting
Reading vendor_PO_8421.pdf…
Extracting fields with AI
Address8421 Holcomb Bridge Rd, Roswell GA 30076
VendorPRO Services
PO NumberPRO-2026-8421
TradeStructured cabling — Cat6, 12 drops
Due dateMay 28, 2026
Site contactreading…
Materialsreading…
Found 14 fields in 3.1 seconds
What you'll see

14 fields, 3 seconds.

Address, vendor PO, scope, due date, site contact, materials, check-in instructions, customer info — pulled out of the PDF automatically as you watch.

Most standard vendor work orders extract in under 4 seconds. Bigger or more complex orders take a little longer, but you'll rarely wait more than 10.

5

Review

Original PDF and extracted fields, side by side.

~30 sec
app.fieldnotch.com/onboard/review

Review what we found

Edit anything that looks off. We'll learn from your corrections.

PRO SERVICES — WORK ORDER
PO#: PRO-2026-8421
Site: 8421 Holcomb Bridge Rd
Roswell, GA 30076
Scope: Pull 12 Cat6 drops
to existing IDF. Terminate
both ends. Cert test required.
Due: 5/28/2026
Contact: Mike Chen
(770) 555-0142
8421 Holcomb Bridge Rd, Roswell GA
PRO Services · PRO-2026-8421
Cat6 cabling, 12 drops, cert test
May 28, 2026
Mike Chen · (770) 555-0142
What you'll see

The original PDF, beside what we extracted.

Every field is editable. Hover any extracted value and the matching text highlights in the source PDF, so you can verify in a glance.

When the AI isn't completely confident — handwritten notes, scanned pages, fields that were missing — we flag it with a small marker. No silent guesses, just things worth a quick double-check before saving.

6

First job on the calendar

Drag-and-drop scheduling for your whole week.

~15 sec
app.fieldnotch.com/calendar

This week

May 25 – May 31, 2026

Unassigned · 1
PRO
8421 Holcomb Bridge — Cat6 cabling
Due May 28 · ~6h
Drag this to any day to schedule it →
Mon
25
Tue
26
Wed
27
Thu
28
Fri
29
Sat
30
Sun
31
9:41 5G 100%
9:41
Wed, May 21
F FieldNotch now
New job assigned
Thu May 28 · 9 AM — Cat6 cabling at 8421 Holcomb Bridge Rd

What your worker sees — the moment you drag a job onto their day.

What you'll see

Your week, your work, one calendar.

The work order you just added is sitting in the unassigned column. Drag it onto any day to schedule it. Assign one worker or a whole crew with another drag.

From here on, the screenshots and texts stop. Your crew sees their own schedule on their phones — no more "where am I tomorrow?" at 9pm.

7

First job, first notch

Optional next steps to get the most out of FieldNotch.

— ongoing
app.fieldnotch.com/dashboard

First notch on the belt.

Your first work order is scheduled. Here's what's worth doing next — when you're ready.

👥

Invite your crew

Workers see their schedule and clock in from their phones.

⚡ Free SMS for 30 days
$

Add a vendor payout rule

Automate 1099 contractor splits per vendor and execution mode.

⚡ Per-vendor analytics
🔗

Connect QuickBooks

Auto-sync invoices and payroll. No more CSV juggling.

⚡ 50 bonus AI extractions

Skip for now — find these anytime in Settings.

What you'll see

First job scheduled. Now what?

From here, you can invite your crew so they see their assignments, configure vendor-specific payout rules for automatic 1099 splits, or connect QuickBooks for one-click invoicing and payroll.

Each unlocks something extra on us — free SMS notifications for 30 days, per-vendor analytics, or 50 bonus AI extractions. None of them are required to start running real jobs through FieldNotch today.