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Field Console ProGuidesDispatch Network Guide Zwivio documentation (opens in a new tab)
Start hereOverview and plansCustomers and equipmentJobs and schedulingSchedule IntelligenceDay PlannerRecurring schedulesPrice Book and templatesQuotes and approvalsAgreements and Electronic SignaturesDocuments and photosDeposit Requests and PaymentsInvoices and paymentsReports and Operational InsightsService recordsCustomer PortalAppointment pages and email updatesGoogle review requestsFollow-ups and alertsImport and exportTeam and plansDispatch Network boundary

How to use this guide

This guide explains how to run day-to-day work in Field Console Pro—customers, jobs, schedules, operational visibility, quotes, invoices, eligible secure online payments, recurring schedules on monthly plans, and follow-ups—for the operational work your business manages directly.

  • Owners use it for plans, team access, reporting, and customer data.
  • Dispatchers use it for scheduling, assignments, quotes, and in-app alerts.
  • Technicians use Jobs and My Work for assigned visits, trip updates, and service records.
  • You can use Field Console Pro without participating in Zwivio Dispatch Network.

Start here

Overview and plansOperating feature set by plan, stable plan differences, support tiers, and link to current pricing.Read chapterTeam access, roles, and plan limitsRoles, seats, and plan limits.Read chapterWorking alongside Zwivio Dispatch NetworkHow Field Console Pro relates to Zwivio Dispatch Network.Read chapter

Run your operation

Customers, service locations, and equipmentCustomer records, service locations, equipment, and history.Read chapterJobs, assignments, and schedulingJobs, assignments, schedules, operational visibility, and pre-service check-ins.Read chapterCalendar views and Schedule IntelligenceCalendar views and Schedule Intelligence during add or edit.Read chapterSchedule Intelligence Day PlannerReview technician-assignment suggestions across a selected day without moving appointment times.Read chapterRecurring schedules and generated visitsRecurring schedules on monthly plans; visits, pause, and invoicing.Read chapterService Records and Completion WorkflowRecord internal work, publish customer summaries, and choose whether to notify.Read chapter

Quote, invoice, and follow up

Price Book and quote templatesPrice Book, categories, and quote templates.Read chapterQuotes and customer approvalsBuilding quotes, approval links, shared quote documents, and conversion to jobs.Read chapterAgreements and Electronic SignaturesPrepare, send, track, and electronically sign PDF Agreements.Read chapterDocuments, Attachments, and Service PhotosUpload attachments and service photos, with clear file limits and sharing controls.Read chapterDeposit Requests and PaymentsRequest deposits, track collection, and apply them to final Invoices.Read chapterInvoices, payments, deposits, and reportingCreate Invoices, record payments, and understand remaining balances.Read chapterReports and Operational InsightsReview jobs, team activity, invoices, payments, aging, and operational outcomes.Read chapterFollow-ups and in-app alertsFollow-ups, in-app alerts, and pre-service check-ins.Read chapter

Customer experience and portability

Customer PortalEnable your branded portal, invite customers, and help them revisit service information.Read chapterCustomer appointment pages and email updatesSecure appointment pages, included appointment emails, and optional Customer Text Updates.Read chapterGoogle review requestsConnect your Google Business Profile, turn on review request emails, and choose per job whether to ask for a public Google review after completion.Read chapterImport, archive export, and data portabilityCustomer CSV import and supported operational archive export.Read chapter

Separate product: Zwivio Dispatch Network Guide ↗ (supported markets and trades only).