How to Set Up Your Revofield Account

Get your Revofield account ready in just a few minutes. This guide walks you through the essential setup steps.

Step 1: Create Your Account

1. Go to app.revofield.com and click Sign Up
2. Enter your name, email, and password — or sign up instantly with Google or Microsoft
3. Complete registration

Tip: All new accounts start with a free trial so you can explore every feature before committing.

Step 2: Set Up Your Company Profile

Once you're in, head to Settings to configure your business details.

1. Go to Settings > Company Profile
2. Add your company name, address, and phone number
3. Set your default timezone and business hours
4. Click Save

Your company name will appear on invoices, estimates, and customer-facing communications.

Step 3: Choose Your Plan

1. Click your user menu (bottom-left corner)
2. Select Subscription
3. Review the available plans — Starter, Growth, and Pro
4. Select the plan that fits your business needs and enter your payment details

Your free trial runs until it expires, and you won't be charged until you activate a paid plan.

Step 4: Add Your Team

1. Go to Employees > New Employee
2. Enter their name, email, and phone number
3. Assign a role:
   • Admin — Full access to dashboard, settings, reports, and all management features
   • Technician — Access to assigned jobs, mobile views, and fieldwork tools
4. Click Save — they'll receive an email invitation to join

Note: The number of users you can add depends on your plan. You can check your limits under your Subscription settings.

Step 5: Connect a Payment Gateway

1. Go to Settings > Payments > [Scroll to the bottom]
2. Click Connect next to your preferred gateway:
   • Stripe — Available on all plans
   • Square — Available on Growth and Pro plans
3. Follow the on-screen prompts to complete the connection
4. Set your preferred gateway as the Default Payment Processor

Once connected, you can collect payments directly from invoices and send payment links to customers.

Step 6: Add Your First Customer

1. Go to Customers > New Customer
2. Enter the customer's name, email, phone, and service address
3. Click Save

Customers can later be invited to the Customer Portal, where they can view jobs, approve estimates, and pay invoices online.

Step 7: Create Your First Job

1. Go to Jobs > New Job
2. Select a customer
3. Add a title, description, and line items (services and pricing)
4. Assign a technician and set the scheduled date/time
5. Click Save

Your job will appear on the Schedule calendar, and once dispatched, your technician will see it on their dashboard.

What's Next?

• Setting Up the Mobile App — Get your technicians up and running on their phones
• Creating Your First Job — Walk through the full job lifecycle from creation to completion

Need help? Contact us at support@revofield.com — we're happy to walk you through setup.

How to Set Up Your Revofield Account