Recent Invoices
| Invoice | Client | Address | Amount | Due | Status | |
|---|---|---|---|---|---|---|
| No invoices yet | ||||||
| Name | Company | Address | Phone | ||
|---|---|---|---|---|---|
👤 No clients yetAdd your first client to get started. |
|||||
| Invoice | Client | Address | Amount | Due | Status | ||
|---|---|---|---|---|---|---|---|
🧾 No invoices foundCreate one from a client or job. |
|||||||
| Client | Property | Last Serviced | Service | Due | Contact | ||
|---|---|---|---|---|---|---|---|
| ✉️ — ✉️ ✓ 📱 — 📱 landline 📱 ✓ | |||||||
🔔 Nothing hereNo properties currently fall in this window. |
|||||||
| Client | Property | Last Serviced | Service | Silenced | Reason | ||
|---|---|---|---|---|---|---|---|
🚫 Nothing silencedProperties you've explicitly stopped reminding show up here. |
|||||||
| Invoice | Client | Property | Issue Date | Due Date | Status | Total | Paid | Balance |
|---|---|---|---|---|---|---|---|---|
📊 No invoices matchTry widening the date range or clearing a filter. |
||||||||
| Name | Phone | Address | Properties | Tags | |
|---|---|---|---|---|---|
📊 No clients matchTry clearing a filter. |
|||||
| Quote | Client | Title | Total | Status | |
|---|---|---|---|---|---|
📋 No quotes found |
|||||
| Job | Client | Title | Scheduled | Status | |
|---|---|---|---|---|---|
🔧 No jobs found |
|||||
| Name | Description | Unit Price | Unit | GST | |
|---|---|---|---|---|---|
📦 No services yetAdd reusable line items to speed up quoting. |
|||||
Organisation Settings
Branding
Shown at the top of every invoice and quote in place of your business name. PNG, JPG, WEBP, or SVG — max 3MB.
Invoicing
Bank Details
Shown under the footer on invoices so clients can pay by direct deposit.
Service Reminders
Your own wording — write these however you like. Use {{first_name}},
{{last_service_date}}, or {{address}} anywhere in the text and it'll be
filled in automatically when a reminder goes out.
Invoice SMS templates
Tokens: {{first_name}}, {{invoice_number}}, {{amount}}, {{due_date}}, {{link}}, {{org_name}}. Leave either blank to use FieldOps' default wording instead.
Appointment reminder
Sent ad-hoc from a client's profile ("Remind Upcoming Appt") — the time itself is typed in per-send, not stored here. Tokens: {{first_name}}, {{address}}, {{time}}.
SMS (SMS Broadcast)
Needed for the SMS side of service reminders and invoice SMS. Use the API credentials from your SMS Broadcast account (log in at smsbroadcast.com.au → Settings → API Settings) — not your normal website login, they're a separate username/password pair.
Both must be mobile numbers registered to your SMS Broadcast account — a plain number avoids needing ACMA sender-ID registration for a business name. Service reminders and appointment reminders go out from the Reminders number if set; invoices and payment SMS always use the first number.
Square and SMTP credentials aren't editable here yet — those still need a direct API call to set up.
Loading…