Fieldworker Knowledge Base
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FieldWorker for Case Management
Getting Started

Getting Started

Last Update 2 年前
Your guide to setting up your FieldWorker account, inviting your team, and getting familiar with the various features.
All-in-One Getting Started Guide
Your complete and comprehensive guide to starting FieldWorker.
4 articles Ben
Last Update 2 年前
Setting up your account
How to register, set up your account and start your free trial.
7 articles Ben
Last Update 2 年前
Inviting Your Team
How to invite your team and help them get set up for success with FieldWorker.
5 articles Ben
Last Update 2 年前
Importing Your Data
How to import existing records, add clients and set up projects.
6 articles Ben
Last Update 2 年前
Configuring FieldWorker for Your Agency
Various settings to allow you to customize FieldWorker to suit the way you and your team work.
2 articles Ben
Last Update 2 年前

Other Categories

FieldWorker for Support Coordinators
Everything organizations focused on support coordination need to quickly get set up and benefitting from FieldWorker.
Last Update 2 年前
FieldWorker for Case Management
Everything organizations focused on case management and guardianships need to quickly get set up and benefitting from FieldWorker.
Last Update 2 年前
FieldWorker for Care Providers
Everything organizations focused on care provision need to quickly get set up and benefitting from FieldWorker.
Last Update 2 年前
Pricing & Plans
Answers to all of your questions on the plans we offer and pricing.
Last Update 4 年前
Why use FieldWorker?
Discover why we decided to build FieldWorker as a platform to empower agencies and care workers!
Last Update 4 年前
FAQs
Find answers to the most commonly asked questions here!
13 articles and and other
Last Update 2 年前
Fieldworker concepts
Learn the basic building blocks for organizing your agency's data and information in Fieldworker. Know about organizing Customers, Projects, Tasks, Contacts, Locations and Artifacts.
4 articles and other
Last Update 2 年前
Video Tutorials
Here, our team guide you through various processes on FieldWorker
14 articles and other
Last Update 3 年前
Resources
A collection of resources to help you and your team set up and use FieldWorker successfully!
Last Update 3 年前

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