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Field Console Pro documentation

Field Console Pro Guide

Practical documentation for running customers, jobs, schedules, Operations map visibility, quotes, invoices, secure online payments, service records, and follow-ups—the operational work your business manages directly.

Guide status

Living guide for Field Console Pro operations. Review when plans, scheduling, or customer workflows change in the product.

Start hereOverview and plansCustomers and equipmentJobs and schedulingSchedule IntelligenceRecurring schedulesPrice Book and templatesQuotes and approvalsInvoices and reportingService recordsAppointment pages and textsFollow-ups and alertsImport and exportTeam and plansDispatch Network boundary

Field Console Pro overview · Start with Field Console Pro · All contractor guides

How to use this guide

This guide explains how to run day-to-day work in Field Console Pro—customers, jobs, schedules, operational visibility, quotes, invoices, secure online payments where enabled, recurring schedules on monthly plans, and follow-ups—for the operational work your business manages directly.

  • Owners use it for plans, team access, reporting, and customer data.
  • Dispatchers use it for scheduling, assignments, quotes, and in-app alerts.
  • Technicians use Jobs and My Work for assigned visits, trip updates, and service records.
  • You can use Field Console Pro without participating in Zwivio Dispatch Network.

Start here

Overview and plansOperating feature set by plan, stable plan differences, support tiers, and link to current pricing.Read chapterTeam access, roles, and plan limitsRoles, seats, and plan limits.Read chapterWorking alongside Zwivio Dispatch NetworkHow Field Console Pro relates to Zwivio Dispatch Network.Read chapter

Run your operation

Customers, service locations, and equipmentCustomer records, service locations, equipment, and history.Read chapterJobs, assignments, and schedulingJobs, assignments, schedules, operational visibility, and pre-service check-ins.Read chapterCalendar views and Schedule IntelligenceCalendar views and Schedule Intelligence during add or edit.Read chapterRecurring schedules and generated visitsRecurring schedules on monthly plans; visits, pause, and invoicing.Read chapterService records and completion workflowDocumenting completed work and service summaries.Read chapter

Quote, invoice, and follow up

Price Book and quote templatesPrice Book, categories, and quote templates.Read chapterQuotes and customer approvalsBuilding quotes, approval links, and conversion to jobs.Read chapterInvoices, online payments, and reportingInvoices, secure online payments, and standard reports.Read chapterFollow-ups and in-app alertsFollow-ups, in-app alerts, and pre-service check-ins.Read chapter

Customer experience and portability

Customer appointment pages and text-update consentAppointment pages and consent-gated text updates.Read chapterImport, archive export, and data portabilityCustomer CSV import and supported operational archive export.Read chapter

Optional routed jobs: Zwivio Dispatch Network (supported markets and trades only).