Cómo usar Overden Field
Guías en lenguaje sencillo para cada parte de la app, escritas para los usuarios diarios.
Comenzar con Comenzar si está configurando un nuevo espacio de trabajo, o vaya directamente a la función que necesita a continuación.
Comenzar
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.
Leer guíaAccount & login
Sign in, reset a forgotten password, accept a team invite, and manage your profile.
Leer guíaWorkspaces
Understand what a workspace is, switch between them, and manage branding, modules, and plan settings.
Leer guíaRoles y permisos
Control exactly what each teammate can see and do, using built-in roles or your own custom ones.
Leer guíaPanel
Your home screen: today's jobs, cash position, pipeline health, and what needs attention.
Leer guíaSales & customers
Capture leads, manage customers, and send quotes.
Leads & pipeline
Capture enquiries, move them through a kanban pipeline, and convert them into paying customers.
Leer guíaCustomers
Your customer list — the hub for every job, contract, quote, and invoice tied to that account.
Leer guíaQuotes
Send professional quotations, get them accepted, and turn an acceptance straight into a scheduled job.
Leer guíaRe-engagement
Automatically surface customers whose warranty is ending, so follow-up work doesn't fall through the cracks.
Leer guíaJobs & 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.
Leer guíaContratos
Set up recurring service agreements with a visit schedule and payment plan, and let the visits generate themselves.
Leer guíaVista de mapa
See your customers and today's jobs on a map, and assign the nearest technician to unassigned work.
Leer guíaThe field team
What your technicians see on their phones, plus attendance and leave.
Aplicación de técnico
What your field team sees on their phone — job board, on-site steps, payment collection, and working offline.
Leer guíaAsistencia y permisos
Punch in/out, track worked hours, and manage leave requests and policy.
Leer guíaSales rep tasks
A sales rep's own view of the contracts, jobs, and pending leads attributed to them.
Leer guíaMoney
Invoices, payments, budgets, and your Overden subscription.
Invoices
Bill customers, record payments, and handle proforma invoices, credit notes, and B2B statements.
Leer guíaTransactions
Your workspace's cashbook — every income, expense, and transfer in one ledger.
Leer guíaBudgets & daily balance
Set spending budgets by category, and check your cash position day by day.
Leer guíaBilling & plans
Understand your plan, trial, seats, and what happens if a workspace's billing lapses.
Leer guíaEquipment & 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.
Leer guíaPurchasing
Buy from suppliers the proper way: purchase order → goods receipt → vendor bill, with an audit trail throughout.
Leer guíaIndustry packs
Turn on the pack that matches your business to get the right labels, checklists, and tools out of the box.
Leer guíaTeam & reporting
Manage your people, approve sensitive changes, and pull reports.
Equipo
Invite and manage your people, organize departments, and check field performance.
Leer guíaApprovals
A second pair of eyes on sensitive actions — cancellations, deletions, and stock write-offs.
Leer guíaReports & logs
Build custom reports, review daily field work, and audit who changed what.
Leer guíaGlobal summary
Roll up cash position and revenue across every workspace you run, in one screen.
Leer guíaSettings & more
Workspace configuration, notifications, integrations, and search.
Workspace settings
One place for every configuration screen — business profile, services, payments, documents, and more.
Leer guíaNotifications
Stay on top of jobs, approvals, leave, and low stock with the in-app inbox and push alerts.
Leer guíaIntegrations
Bring leads in automatically from Google Ads or your own website forms.
Leer guíaReviews & media
Collect customer reviews after a visit, and keep before/after photos and documents attached to the job.
Leer guíaSearch
Find a customer, job, or lead instantly without knowing which screen it lives on.
Leer guía