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Quick Start / 01

Getting Started

You'll have your business set up and your first invoice sent in under 10 minutes. Here's how.

Where Field Ledger Works

The same account works across all three. Pro users: sign in once on your phone, sign in on your laptop, your data is the same in both places (Cloud Sync). Free users: your account works on a single device — choose your primary device and use it there.

What You Need

All of these are editable later in Settings, so don't worry about getting it perfect on the first pass.

The 5-Minute Setup

  1. Install or open Field Ledger (mobile or web).
  2. Tap Create Account. Enter your email and a password.
  3. Run through the onboarding. Field Ledger walks you through your business profile and basic settings.
  4. Create your first job or quote. Open the START tab and tap New Job or New Quote.
  5. Finish the job, get the signature, send the invoice. When you wrap up a job, the Client Signature screen pops up to capture the customer's signature on the spot. After that, the Send Invoice screen pops up so you can send the invoice via SMS, email PDF, or download the PDF directly.

That's it. You're running your business from your phone, your laptop, or both.

Last updated: 2026-05-09