How to use Overden Field
Plain-language guides to every part of the app, written for the people who use it day to day.
Start with Getting started if you’re setting up a new workspace, or jump straight to the feature you need below.
Getting started
Create your workspace, learn your way around, and set up your team and permissions.
Onboarding
Create your workspace, set up the basics, invite your team, and book your first job — everything you need for day one.
Read guideAccount & login
Sign in, reset a forgotten password, accept a team invite, and manage your profile.
Read guideWorkspaces
Understand what a workspace is, switch between them, and manage branding, modules, and plan settings.
Read guideRoles & permissions
Control exactly what each teammate can see and do, using built-in roles or your own custom ones.
Read guideDashboard
Your home screen: today's jobs, cash position, pipeline health, and what needs attention.
Read guideSales & customers
Capture leads, manage customers, and send quotes.
Leads & pipeline
Capture enquiries, move them through a kanban pipeline, and convert them into paying customers.
Read guideCustomers
Your customer list — the hub for every job, contract, quote, and invoice tied to that account.
Read guideQuotes
Send professional quotations, get them accepted, and turn an acceptance straight into a scheduled job.
Read guideRe-engagement
Automatically surface customers whose warranty is ending, so follow-up work doesn't fall through the cracks.
Read guideJobs & scheduling
Dispatch work, plan routes on the map, and run recurring service contracts.
Dispatch
Create, assign, track, and close out field jobs from the dispatch board — the operational heart of the app.
Read guideContracts
Set up recurring service agreements with a visit schedule and payment plan, and let the visits generate themselves.
Read guideMap view
See your customers and today's jobs on a map, and assign the nearest technician to unassigned work.
Read guideThe field team
What your technicians see on their phones, plus attendance and leave.
Technician app
What your field team sees on their phone — job board, on-site steps, payment collection, and working offline.
Read guideAttendance & leave
Punch in/out, track worked hours, and manage leave requests and policy.
Read guideSales rep tasks
A sales rep's own view of the contracts, jobs, and pending leads attributed to them.
Read guideMoney
Invoices, payments, budgets, and your Overden subscription.
Invoices
Bill customers, record payments, and handle proforma invoices, credit notes, and B2B statements.
Read guideTransactions
Your workspace's cashbook — every income, expense, and transfer in one ledger.
Read guideBudgets & daily balance
Set spending budgets by category, and check your cash position day by day.
Read guideBilling & plans
Understand your plan, trial, seats, and what happens if a workspace's billing lapses.
Read guideEquipment & purchasing
Tools, on-site units, stock, and buying from suppliers.
Assets & stock
Track company tools, equipment installed at customer sites, and the consumable stock your team uses on jobs.
Read guidePurchasing
Buy from suppliers the proper way: purchase order → goods receipt → vendor bill, with an audit trail throughout.
Read guideIndustry packs
Turn on the pack that matches your business to get the right labels, checklists, and tools out of the box.
Read guideTeam & reporting
Manage your people, approve sensitive changes, and pull reports.
Team
Invite and manage your people, organize departments, and check field performance.
Read guideApprovals
A second pair of eyes on sensitive actions — cancellations, deletions, and stock write-offs.
Read guideReports & logs
Build custom reports, review daily field work, and audit who changed what.
Read guideGlobal summary
Roll up cash position and revenue across every workspace you run, in one screen.
Read guideSettings & more
Workspace configuration, notifications, integrations, and search.
Workspace settings
One place for every configuration screen — business profile, services, payments, documents, and more.
Read guideNotifications
Stay on top of jobs, approvals, leave, and low stock with the in-app inbox and push alerts.
Read guideIntegrations
Bring leads in automatically from Google Ads or your own website forms.
Read guideReviews & media
Collect customer reviews after a visit, and keep before/after photos and documents attached to the job.
Read guideSearch
Find a customer, job, or lead instantly without knowing which screen it lives on.
Read guide