FIELDSQUIRE HELP CENTER

Get the quote out.
Get your time back.

Straight answers for walking a job hands-free, using Bluetooth or Meta glasses, creating estimates, teaching AI your company rates, sending professional PDFs, and fixing common problems.

Hands-Free Quote helpBluetooth audio · Ray-Ban and Oakley Meta glasses

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CHOOSE WHERE YOU ARE STUCK

Help organized around the job.

FIRST DAY

Account, trial, permissions, and profile

Start the first quote immediately. Complete the optional business profile later so shared documents use the right identity, pricing rules, and style.

How do I start the 14-day free trial?

Create an account without a card, install FieldSquire, sign in, and tap Start quoting. That explicit action begins the 14-day Solo trial, which ends automatically without a charge. Email verification and a completed business profile are not required before the first quote.

Which email should I use in the mobile app?

Use the same email and password used for the FieldSquire website account. The app checks the trial or subscription attached to that account. Creating a second account with another email will not inherit the first account’s access.

Why does FieldSquire ask for camera, microphone, and notifications?

FieldSquire does not require a permission page during signup. Camera access is requested when you take a job-site photo, microphone access when you start a recording feature, and notifications when you enable reminders or the Android lead-review fallback. Internet access is required for account sync, team data, photo uploads, and AI.

What belongs in the contractor profile?

You can start a quote before completing the business profile. Settings lets you add the contractor name, company name, business email, address, phone number, trade, website, logo, profit setting, overage setting, default deposit, PDF style, terms, and signature style. FieldSquire reminds you before sharing a customer-facing document if important business details are still missing, without discarding the quote.

Who can change the business profile on Crew?

The Crew workspace owner controls the shared company identity and profile image. Authorized teammates use that business profile while placing their own contractor, salesperson, or foreman name on the estimate.

FAST ESTIMATES

From walkthrough to editable quote

Capture the job while it is fresh. The speed comes from avoiding a second round of typing and scope reconstruction later.

How do I create a quote in a minute or two?

Start with the project type, speak or type the scope, keep useful job photos with the quote for reference, and choose AI pricing or enter your own price. Customer contact details can be added before sharing. Review the generated lines, correct anything needed, add terms or a deposit, and save. A complex project can take longer; the goal is to remove unnecessary paperwork, not skip contractor review.

Does AI use my job photos to create the estimate?

No. You can keep multiple job photos with the quote as contractor reference material, but the current FieldSquire backend does not forward those photos to Google Gemini and does not use them to generate the estimate. Put measurements, materials, conditions, and other pricing details in the spoken or typed scope.

Does FieldSquire record the whole customer visit?

No. Recording starts only when you tap the field-note control and stops when you tap it again. The recording can be transcribed into cleaner job notes that preserve measurements, materials, quantities, exclusions, and customer requests.

Can I edit, add, or delete individual estimate lines?

Yes. Edit the name, detail, quantity, unit, or rate on each line. Add missing labor, materials, equipment, allowances, or scope, and delete anything that does not belong. Saved estimates can also be reopened and edited later.

What happens when I enter a manual price?

Manual pricing lets you enter the customer price you already calculated. AI pricing instead builds direct-cost lines and applies the profile’s private overage and profit settings. Always confirm which pricing mode you selected before saving.

HANDS-FREE QUOTE

Walk the job and keep your hands available

Record the scope through your phone or a compatible Bluetooth microphone, including Ray-Ban Meta and Oakley Meta glasses. FieldSquire keeps the result editable and never sends a quote automatically.

How do I start a Hands-Free Quote?

From the FieldSquire home screen, tap Hands-Free Quote. Grant camera and microphone access, then run Test microphone and Test volume button. Speak during the microphone test and press either volume key if you do not have a separate camera remote. When both checks pass, tap Start Hands-Free Quote and describe the work naturally while you walk.

Does Hands-Free Quote work with Meta glasses?

Yes. Pair compatible Ray-Ban Meta or Oakley Meta glasses with the phone before opening the walkthrough. FieldSquire uses them as a standard Bluetooth microphone and speakers, so you can keep the phone in your pocket while talking and hear the recording cues through the glasses. This is Bluetooth audio compatibility, not a direct Meta app integration or “Hey Meta” control.

Should I say “hold,” “hold on,” or “pause”?

For a side conversation that should not become quote scope, say “hold on” as a short standalone phrase. When you are ready to describe the job again, say “back to the quote” as another standalone phrase. FieldSquire applies that pair after you tap Finish, shows the conversation it ignored, and gives you a Restore button. Saying only “hold” is not the control phrase. If recording must stop immediately, use the large Pause button.

What other spoken control works during the walkthrough?

Say “scratch that” as a standalone phrase to remove the previous safe scope item during post-recording review. FieldSquire shows the removed item after Finish and lets you restore it. These transcript controls are checked after Finish; they do not pause the microphone or operate the screen in real time.

How do I take photos during a Hands-Free Quote?

Use the large on-screen camera button or a compatible Bluetooth volume-button remote. The phone’s volume keys also complete the remote test. A Meta glasses camera button saves the image to the Meta gallery rather than directly into FieldSquire. After the Meta app syncs it to the phone, you can add that photo from the phone library when reviewing the quote.

How can I confirm FieldSquire is using my Bluetooth microphone?

Connect the headset or glasses in the phone’s Bluetooth settings before starting. Run Test microphone and speak while the test listens. FieldSquire displays the detected microphone name and confirms when Bluetooth sound is detected. The test confirms the audio route and sound level; word clarity and background noise are checked after Finish.

What happens when I tap Finish?

FieldSquire saves and processes the recording, organizes the approved speech into editable scope lines, and shows any conversation it ignored or prior item removed by “scratch that.” Review every line, edit or delete anything incorrect, add missing scope, and restore removed speech when appropriate. Only the scope you approve continues into customer details and pricing.

Can I use Hands-Free Quote without cell service?

Yes for field capture. The active session, recording, and photos are checkpointed on the phone so a weak or missing connection does not erase the walkthrough. AI transcription and estimate processing require internet access; keep the saved session and finish processing when service returns.

What happens if I leave the app or need to start over?

Leaving during an active walkthrough pauses recording and keeps the session saved on that device. Choose Resume saved to continue. Record scope again replaces the speech attempt but preserves the job photos. Starting New discards the unfinished Hands-Free session, including its saved scope, recordings, and photos.

AI PRICING

Draft faster. Keep control of every number.

AI is the first pass. Your company pricing, judgment, measurements, and final approval remain the authority.

Does AI set the final price?

No. AI creates an editable draft from the scope, job context, supplied pricing, and learned company rates. Job photos remain reference material and are not currently sent to Gemini. Review quantities, hours, materials, equipment, assumptions, direct costs, taxes, permits, and exclusions before sending anything.

How do profit and overage work on an AI estimate?

AI line rates should represent direct job costs before customer markup. FieldSquire adds the configured overage and then applies the profit calculation to reach the customer price. The customer quote does not show separate “profit” or “overage” lines.

Does FieldSquire learn when I edit an AI estimate?

On Solo and Crew, every valid AI unit-rate correction that you save becomes part of that contractor’s private company price book. New or renamed priced lines can also be learned. When an AI estimate is sent or approved, its contractor-confirmed line-item rates are also saved for matching future work.

What estimate edits are not treated as learned prices?

Quantity-only changes, deleted lines, zero-dollar rates, and manual-price estimates are not used as unit-price lessons. This prevents unrelated scope changes from becoming a bad company rate.

Are my learned prices shared with other contractors?

No. Solo prices stay with that signed-in contractor. Crew prices are stored only inside that contractor’s workspace and are available only to authorized members of the same company. They are never provided to another contractor.

Why did AI use the wrong labor rate?

AI can confuse employee wage, direct labor burden, and customer-facing billable rate. Change the unit price to the direct cost your company wants the estimate to use and save it. Also verify crew size and labor hours; changing the rate does not automatically correct the quantity.

Does AI pull live supplier prices automatically?

No. FieldSquire does not pull live supplier prices. It uses the job address when entered, or the completed contractor profile address when no job address is available, together with the scope details and that company’s learned prices. Job photos are reference material and are not currently sent to Gemini. Confirm materials, equipment, delivery, and subcontractor costs before finalizing the quote.

PDFS AND APPROVAL

Send something worth saying yes to

The finished document brings together your business identity, customer, scope, price, terms, deposit, and approval details.

What business information appears on the estimate?

The PDF can show the business name, contractor or salesperson name, business email, address, phone number, profile image, document color, customer information, job title, scope, line items, terms, deposit, total, and appropriate signature information.

How do I send the quote?

Open the saved estimate and choose SMS, Email, Print, or PDF. FieldSquire uses the customer phone or email saved on the quote and the job title in the message subject where supported. The phone’s sharing apps control the final attachment behavior.

Can the customer sign on my phone or tablet?

Yes. Before sending, the customer can draw a signature or approve with a typed name. Confirm the correct signer and use the actual approval date before saving the document.

Can I request a percentage or fixed deposit?

Yes. Set a default deposit in the contractor profile and adjust it on an individual estimate. The customer document shows the deposit and remaining balance. Confirm local rules about deposit limits, required notices, cancellation rights, and contract wording.

Can I choose the PDF color and layout?

Yes. Choose the document theme and one of the available PDF templates in the contractor profile. Preview the estimate before sending to confirm the company information, customer, totals, terms, deposit, and approval details.

CREW AND LEADS

One company playbook for the people selling the work

Crew keeps the business identity consistent while owners, salespeople, and foremen work from shared opportunities and estimates.

How does the owner invite a teammate?

Open the contractor profile and Crew setup, create the workspace if needed, then tap Copy Team Code. Send that code directly to the salesperson or foreman you want to invite.

How does a teammate join the contractor?

The teammate signs in with their own FieldSquire account, enters their name, chooses salesperson or foreman, and enters the owner’s team code. After joining, the shared business identity and Crew entitlement come from that contractor workspace.

What is shared inside a Crew workspace?

Authorized members share the business profile, leads, estimates, uploaded job photos, document branding, and learned company price book. Each teammate still uses their own sign-in and can be identified as the preparer.

How do I add a lead quickly?

Use Quick Add Lead and enter only what you know. A phone number or email is enough. Add a name, notes, estimate appointment, or callback reminder when available.

Are lead and estimate reminders shared?

The lead record and estimate timing sync with the Crew workspace so teammates can see the opportunity. Device notification delivery still depends on notification permissions for the individual phone.

ANDROID LEAD CATCHER

Review an unknown caller without reading the call log

Lead Catcher is an optional Android workflow. It does not record calls and does not turn FieldSquire into the phone’s dialer.

How do I turn on Android Lead Catcher?

On a physical Android 10 or newer phone, open the contractor profile and Lead Catcher setup. Enable Unknown-call screening, then allow Lead review notifications. The Floating call circle is optional.

What happens when an unknown call arrives?

Android supplies an eligible unknown incoming number to FieldSquire’s call-screening service. The number is saved locally immediately. After the call, tap the floating circle or notification and choose Lead, Personal, or Spam.

What if Android blocks “Display over other apps”?

The floating circle is optional. FieldSquire uses the lead-review notification as the fallback, and the pending number can also appear when the app reopens. Android Studio and other sideloaded test builds may restrict overlay permission more aggressively than a Play-installed build.

Why does Unknown-call screening do nothing on my emulator or tablet?

Call screening requires a physical Android phone with cellular calling and Android 10 or newer. It is not available in the Large Desktop emulator, on Chromebooks, or on most tablets. Test with a real phone and a caller that is not saved in Contacts.

Does Lead Catcher inspect contacts, call history, or audio?

No call audio is recorded and the general call log is not read. Android excludes saved contacts from screening. Numbers marked Personal or Spam in FieldSquire are ignored locally next time.

Why is the iPhone lead workflow different?

iOS does not give ordinary third-party apps the same unknown-call and post-call overlay workflow. On iPhone, use Quick Add Lead, reminders, email, sharing, or another user-initiated method that stays within Apple’s platform rules.

PLANS AND BILLING

Keep the subscription attached to the right account

Billing runs securely through the payment channel you choose. The mobile app verifies that subscription and attaches access to the same FieldSquire account.

What are the Solo and Crew plan limits?

Solo is $19 monthly on the FieldSquire website with unlimited manually priced estimates and 20 successful AI estimates each month. Its one 14-day no-card trial includes 5 successful AI estimates total. Crew is $39 monthly on the website with unlimited manually priced estimates and 75 successful AI estimates shared by up to five authorized team members. Website checkout starts a paid subscription and does not add another trial. Store prices may differ by payment channel. Failed AI generations do not count.

How do I activate the app after subscribing?

Sign in to the app with the same account used to subscribe, then tap Refresh Account Status or Restore Purchases if access does not unlock immediately. The app synchronizes verified subscription status from the payment provider to the FieldSquire account.

How do Crew members get access without buying another plan?

The contractor owner maintains the Crew subscription. A teammate joins that contractor workspace with the team code, and the app checks the workspace entitlement instead of requiring a separate Crew purchase for each invited member.

How do I update payment information or cancel?

Manage or cancel through the same provider used to subscribe. Website subscribers use Manage billing at fieldsquire.com, App Store subscribers use Apple’s subscription settings, and Google Play subscribers use Google Play subscriptions. Deleting the FieldSquire account does not cancel an Apple or Google Play subscription. Cancellation stops future renewal; access continues according to the account’s billing status and subscription period.

Can one account receive more than one free trial?

No. The server tracks trial use for the authenticated FieldSquire account. Each account may use one Solo trial, and signing out, canceling, or selecting another plan does not reset eligibility.

FIX A PROBLEM

Quick checks before contacting support

Most problems come from an old native build, a denied device permission, the wrong sign-in email, or an interrupted connection.

The camera never asked for permission. What should I do?

FieldSquire asks for camera access when you first use a camera feature, not during signup. If permission was denied permanently, open the phone’s FieldSquire app settings and enable Camera, then reopen the app.

Why can’t my teammate open a job photo?

Confirm both people are authorized members of the same Crew workspace and that the photo finished uploading to Firebase Storage. A local device file from an interrupted upload will not be available to another teammate.

What should I do when AI pricing fails?

Keep the scope and photos on screen, check the internet connection, and retry once. If AI remains unavailable, enter the price or line items manually and save the quote. Contact support with the approximate time, device type, and app version.

Why does the app say my account is not ready?

Confirm the app email matches the account used to subscribe, then tap Check Account Status or Refresh Account Status. If you just completed website checkout, wait briefly for the Stripe webhook and entitlement sync. For an App Store or Google Play purchase, tap Restore Purchases, then refresh the account status. If access still fails, contact support with the account email, payment provider, device, and approximate purchase time—but never the password.

Why does Android Studio show “Unable to load script”?

A debug build needs Metro running unless the JavaScript bundle is packaged for release. Start the Expo development server on the expected port, keep the emulator on the same development connection, or build a release APK/AAB that embeds the bundle.

How do I report a problem safely?

Email [email protected] with the account email, phone model, Android or iOS version, FieldSquire version, what you tapped, and what happened. Do not send passwords, Stripe keys, Firebase keys, full customer signatures, or unnecessary customer data.

STILL STUCK?

Give us the short version.

Tell us what you were trying to do, what you tapped, and where it stopped.

Email FieldSquire support