Field Guide

Setting up your practice

A complete walkthrough of creating your Field account and configuring your practice for the first time.

1. Create your account

Start at field.is/onboard/operator. You'll enter your name, email, and password. This creates your operator account — the admin identity you'll use to manage everything.

2. Subscribe

Field is $24/month, billed via Stripe. One flat rate with no tiers and no feature gates — unlimited client sites, full platform access, white-label client portals, and scan lead nurture all included. AI features use your own API key (Bring Your Own Key); see AI setup.

See Pricing your services for how to set your own client rates.

3. Set your hourly rate

Field asks for your effective hourly rate — what you'd charge if billing by the hour. This number is never shown to clients. Field uses it internally for:

  • • Converting time into cost estimates during triage
  • • Calculating margin on each client relationship
  • • Deriving budget amounts from flat-rate pricing

You can optionally define a reusable library of client pricing plans at this step, or skip it and price each client individually later.

4. Name your practice and choose your subdomain

Your practice name appears in client-facing surfaces — the portal, reports, statements. Your subdomain (e.g., smith.field.is) is the URL your clients will use. Choose something short and recognizable.

5. Brand your statements

Under Settings → Statements & branding you can:

  • • Upload a practice logo that renders on outgoing statement emails and PDFs.
  • • Hide Field branding (the “Powered by Field.is” line) on statements you send.
  • • Set your legal billing name, address, tax ID, and invoice prefix — these populate the From block on statement PDFs.

Defaults are safe: no operator logo, Field branding shown. Toggle either at any time.

6. What to do first

After setup, your dashboard shows three orientation steps:

  1. Add your first client
  2. Connect your tools (Email intake, Harvest, AI) on the Integrations page
  3. Configure your practice on the Practice page

Next: Pricing your services →