Fieldwork

Onboarding for field teams, rebuilt around the first real job instead of a product tour.

Client

Fieldwork, scheduling for trade crews

What we did

Onboarding, mobile app, illustration

Plan

Sprint, one designer

Time

5 weeks, Jan to Feb 2025

The brief

The brief

New crews signed up for Fieldwork and then stalled. The tour explained every feature before anyone had booked a single job.

We removed the tour and built onboarding around the first real job, from adding a client to sending the invoice.

Week by week

Week by week

Week 1

Ride-alongs

Ride-alongs

Two days with crews to see how jobs really start.

Two days with crews to see how jobs really start.

Week 2

First-job flow

First-job flow

One path from sign-up to a booked job.

One path from sign-up to a booked job.

Weeks 3–4

Mobile screens

Mobile screens

Every onboarding screen, with empty and error states.

Every onboarding screen, with empty and error states.

Week 5

Illustrations and handoff

Illustrations and handoff

A small set of drawings and a walkthrough for engineers.

A small set of drawings and a walkthrough for engineers.

What happened next

2.1x

More teams booked a first job in week one.

9 min

Median time from sign-up to first job.

4.7

App Store rating after the update.

“Crews now get to a booked job before they’ve finished their coffee.”

“Crews now get to a booked job before they’ve finished their coffee.”

Sam Ortega

Co-founder, Fieldwork

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