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 here Overview and plans Customers and equipment Jobs and scheduling Schedule Intelligence Recurring schedules Price Book and templates Quotes and approvals Invoices and reporting Service records Appointment pages and texts Follow-ups and alerts Import and export Team and plans Dispatch Network boundary

Import, archive export, and data portability

Import customer records from CSV and export supported operational records to a ZIP archive. Coverage depends on record type.

Customer import includes validation and mapping steps where implemented—fix errors before you apply a successful import.
Export supported operational records to a ZIP archive. Coverage depends on record type.
Use self-service export when available; contact Zwivio support if you need help with a large migration.

Where to find it: Open /business/data/import for customer import and /business/data/export for archive export.

Related guides

Customers