Help Center
Browse published step-by-step guides and onboarding references.
Browse by Topic
Start with the areas teams use most every day.
Getting Started
Set up your account, invite your team, and import your customers.
Scheduling & Dispatch
Build job calendars, assign crews, and optimize daily routes.
Quotes & Invoices
Create professional estimates, convert to jobs, and collect payments.
Mobile App
Help techs update status, capture photos, and collect signatures.
Step-by-Step How-To Guides
Practical instructions to run your daily operations, from setting up accounts to billing completed work.
Popular Articles
Answers for currently supported workflows.
How do I migrate from my current system?
Use the customer import workspace to review and import customer records. Jobs and invoices currently require manual entry or guided migration.
Can I customize estimates?
Yes, add your logo, payment terms, and service templates.
What mobile permissions are required?
Field Opus may request location, camera, photo-library, notification, and optional biometric access. The operating system explains each permission before it is granted.
How do I confirm whether a feature is available?
Review the current feature guides, then confirm external-provider or mobile availability during your guided rollout.
Need hands-on help?
Request guided help for the workflow you are evaluating.