For operators
Running your practice
Guides for setting up Field, configuring your pricing, connecting integrations, and managing your client pipeline.
Start here
New to Field
Step 1
Set up your practice
Create your account, choose your plan, set your hourly rate, and pick your subdomain.
Get started →
Step 2
Price your services
Configure your pricing model — plans, flat rates, hourly, or custom per client.
Set pricing →
Step 3
Add your first client
Onboard a client, run their first scan, and send a portal invite.
Add a client →
The pipeline
Every piece of work moves through the same six phases. These guides explain each one.
Inbound signals
Email, uptime alerts, portal requests, scan findings — how signals arrive.
Read →
Work queue
Triage, prioritize, track, and record work across all your clients.
Read →
Settlement
Budget periods, two-rate pricing, time entries, and invoicing.
Read →
Reports
Monthly report generation, AI drafts, operator review, and delivery.
Read →
Integrations
Connect the tools you already use. Each integration flows data into or out of your pipeline.
Gmail
Auto-triage emails into Inbound with AI Signal summaries.
Set up →
Harvest
Bidirectional time tracking sync — entries flow both ways.
Set up →
Stripe
Invoice clients directly through your own Stripe account.
Set up →
Operator AI
BYOK — bring your Anthropic key for email triage, Cmd-K, and reports.
Set up →
Better Uptime
Uptime monitoring with incidents flowing into Inbound.
Set up →
WordPress practice
Reference for the WordPress Stewardship template — scans, health scores, findings, and service tiers.
Scan & lead gen
Share your scan link with prospects. They get a free health check, you get a warm lead.
Read →
Health scores
How composite scores are calculated from scan findings across seven domains.
Read →
Finding types
The full catalog of 60+ finding types — security, performance, SEO, and more.
Read →
Service tiers
Default tier definitions, monitoring intervals, budgets, and the inclusion matrix.
Read →