Mission Critical Field Ops

Help & Guide

Everything you need to run your trade or service business from your phone — and how to get it there.

What is Field Ops?

Field Ops is one simple app for the whole job: keep your customers and leads in order, send professional quotes, schedule and track the work, attach photos, and get paid — without the paperwork, the spreadsheet, or the bloated big-company software. Built by an Army vet who's worked the civilian trades — for trades and service businesses alike.

The workflow

Everything moves left to right, from a lead to money in the bank:

Using the app

You’ve got four tabs along the bottom, and a + button that adds whatever you’re looking at.

  • TodayYour home base — what’s due, overdue follow-ups, and today’s jobs at a glance.
  • CustomersEvery customer and lead. Tap one to see their history, log a call, or start a quote. Search up top.
  • WorkYour quotes and jobs, from first quote to paid. Filter by Active, Quotes, Scheduled, or Paid.
  • SettingsYour account: plan & billing, getting paid, your team, your Google review link, appearance, and data export.
The Today tab — overdue follow-ups and today's jobs
Tip: the + button is context-aware — on Work it starts a new quote; everywhere else it adds a customer.
How do I… tap a heading to grab a shareable link to that answer

Send a quote

  1. Go to Work and tap + New (or open the customer and start it from there).
  2. Add your line items — type them in, or tap + From price book and just tap the ones you need. The total updates as you go.
  3. Use Scope of work to spell out what the job actually includes — that goes on the quote your customer reads, on the invoice, and on anything you print. Private notes at the bottom is yours: gate codes, who to text, what the dog’s called. The customer never sees it.
  4. Tap Save, then send it — Text it or Email it puts a ready-made message with the quote link right in their thread.
  5. The customer opens the link and taps Accept. You’ll see it flip to accepted on your Work tab.
Building a quote — scope of work, line items with live total, + From price book

Set up my price book

Your price book is your services with your prices — build a quote by tapping instead of typing.

  1. In any quote, tap + From price book.
  2. First time? Tap Load a starter price book and pick your line of work — concrete, plumbing, electrical, house cleaning, janitorial, pest control, junk removal, and two dozen more.
  3. That drops in a starter set of common items with ballpark prices. Edit any item (✎) to match your numbers, delete what you don’t do, add your specialties.
Starter price books — pick your line of work and get a ready-made item list
Starter prices are ballpark national numbers — they’re a head start, not a rate card. Make them yours.

Schedule the job

  1. When a quote’s accepted, open it on Work.
  2. Set the Scheduled date and the job-site address.
  3. On a team plan, assign it to one of your techs — they’ll see it in their own view.
  4. It shows up on Today the day of, and on the calendar — tap Calendar at the top of Today for your week or month.
The calendar — your week's jobs and follow-ups in one view
While you’re on site: open the job to add photos, notes, and time — it all stays attached to that job.

Invoice the job & get paid

  1. Open the finished job and scroll to Invoice, then tap Create invoice — the amount is on the button, so there’s nothing to confirm.
  2. It asks how they’re paying. Text or email them the secure Stripe link, or — if they just handed you cash or a check — tap Paid cash or Paid by check right there.
  3. Pay by card and the money goes straight to your bank (about 2 business days); the job flips to Paid by itself. Cash and check close it out the moment you tap.
  4. Tapped the wrong one? Undo on a cash or check payment puts it back to owed without writing a refund you never gave.
  5. Invoices are due on receipt unless you say otherwise — there's a Payment due picker right above Create invoice (Net 7, 14 or 30). Whatever you pick becomes the default for the next one.
The Invoice section on a job — awaiting payment, with Get paid and the amount due
Card payments need your bank connected first — that’s the next card down. Fees: Stripe’s standard card rate plus our flat 0.5%. Cash & check are free.

Connect my bank (one-time setup)

  1. Go to Settings → Get paid by customers.
  2. Read and check the agreement, then tap Set up payments.
  3. Stripe (the same payments company behind Amazon and Shopify checkouts) walks you through a secure page: your business info, ID, and the bank account payouts should land in. Takes a few minutes.
  4. Done — every invoice you send now has a pay-by-card link, and payouts hit your bank automatically.
Settings → Get paid by customers — the one-time bank setup
Your first payout can take 7–14 days while Stripe verifies your account — after that it’s the normal ~2-day rhythm. Card and bank numbers never touch our servers.

Track my mileage (including drives that aren’t a job)

  1. Driving out to a job? Open the job, expand Mileage, tap Log drive. The app measures it from your home base for you — no odometer maths.
  2. Everything else — supply runs, the parts counter, the bank, driving out to price a job — goes in Settings → Money → Mileage, under + Log a trip. Type where you went and tap Measure the drive and the app fills the miles in from your home base, or just type the miles yourself.
  3. Tap a purpose chip (Supply run, Parts counter…) so the log says something an accountant can read. That line is the one an audit asks about.
  4. At tax time, Download IRS mileage log gives you the whole year: date, from, to, purpose, miles, rate, deduction.
The Mileage sheet — Log a trip, the year's deduction, and the trip log
Set your home base and the IRS rate once, in the “Home base & rate” drawer at the bottom of that sheet. Each trip keeps the rate it was logged at, so updating the rate in January doesn’t rewrite last year.

Add my crew

  1. Go to Settings → Team (Pro and Crew plans).
  2. Enter your tech’s email and tap Invite — they log in with their own email, no password to manage.
  3. Assign them jobs from the job screen. They get a simpler, jobs-first view of just what they need.
Settings → Team — invite techs by email
Techs never see pricing — no totals, no rates, read-only quotes. That’s by design, so you can hand a phone to anyone on the crew without handing over your margins.

Put my logo on my quotes & invoices

  1. Go to Settings → Your business and tap Logo. Pick your file, drag the frame to crop it, and it saves right there.
  2. Fill in phone, email and address underneath. Your name and logo go on every quote and invoice you send; these three appear on the ones you print, which is what turns a page into a letterhead.
  3. There’s nothing to press. Each box saves the moment you tap out of it, and you’ll see “Saved” at the bottom of the screen. The quote page your customer opens, the invoice, and any Print / PDF all carry it from now on.
Settings → Your business — the logo, business name, phone, email and address that make up your letterhead
A PNG with a transparent background looks best. If your bank is connected we pass the same logo along to Stripe, so their card payment page can carry your branding too.

Log in / didn’t get my code?

There’s no password — we email you a 6-digit code each time you sign in. If it didn’t show up:

  1. Check spam/junk — first codes sometimes land there. Mark it “not spam” and the next ones behave.
  2. Make sure you typed the same email you signed up with.
  3. Codes expire after 10 minutes — just request a fresh one.
  4. Brand-new account? Signups get a quick human once-over first — you’ll get an email the moment you’re approved, then your code will come.

Export my data

Your data is yours, full stop. Settings → Your business → Export customers downloads a CSV that opens straight in Excel or Google Sheets — use it as a backup or to take with you.

iPhone & iPad

Install on iOS

  1. Open this site in Safari (it has to be Safari, not Chrome).
  2. Tap the Share button — the square with an up-arrow, at the bottom.
  3. Scroll down and tap Add to Home Screen.
  4. Tap Add (top right). The Field Ops icon lands on your home screen.
On iPhone, “Add to Home Screen” only appears in Safari. If you don’t see it, you’re probably in Chrome or an in-app browser.
Android

Install on Android

  1. Open this site in Chrome.
  2. Tap the ⋮ menu in the top-right corner.
  3. Tap Install app (or Add to Home screen).
  4. Tap Install / Add. The icon lands on your home screen.
Many phones also pop up an “Install app” banner automatically — you can just tap that.

Do I have to reinstall for updates?

No. Field Ops updates itself. When we ship an improvement, the app picks it up automatically the next time you open it — your home-screen icon and login stay exactly where they are. You never delete and re-add it.

Plans & payments

Need a hand?

Stuck on anything — installing, a feature, billing? Email info@missioncriticalit.org and we’ll get you sorted. You can also pull the setup checklist back up anytime from Settings → Setup checklist.

Helping someone on your crew? Every card on this page has its own link — tap a heading, then copy the address to send them exactly the answer they need.