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. Choose your plan

Field offers three plans. All include unlimited client sites and full platform access:

• Founding ($29/mo) — Available to the first 50 operators. Locked at $29/month for life.
• Solo ($49/mo) — One operator seat. Bring your own AI key for email triage and Cmd-K.
• Studio ($99/mo) — Up to 3 operator seats. AI included — no API key needed.

White-label client portals and scan lead nurture are included on every plan. 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 pricing plans (tiers) 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, invoices. Your subdomain (e.g., smith.field.is) is the URL your clients will use. Choose something short and recognizable.

5. What to do first

After setup, your dashboard shows three orientation steps:

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