How to Set Up Customer & Company Add-Ons

Welcome to fielddEDU, the free learning series that helps you master running your business. Learn how to create and manage customer and company add-ons inside the fieldd CRM. From upsell items that boost revenue on your booking page to internal company add-ons like labor or equipment fees, this tutorial shows how to build a better booking experience. Whether you’re managing inventory, controlling profit margins, or streamlining the upsell process, this guide helps you do it all, fast. When you’re ready to master your business, we’re here to help.