Fieldguide

Fieldguide browser extension

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End-to-end analytics to help drive engagement efficiency, reduce resource bottlenecks, and improve client relations

Fieldguide Insights

View a dashboard of your engagements, contract, and forecasted usage

Contract Usage dashboard

Add billing hours and track engagement budgets

Time and budget insights

Team productivity insights

Use Fieldguide's API and webhooks for custom integrations

Fieldguide API

Access key dashboards inside an engagement and share with clients

View insights in an engagement

Vanta integration

Options for enabling dark mode

Set up Vanta for import

Use the Vanta integration to add controls

Import controls from Vanta

Use the Vanta integration to upload documentation or evidence

Import evidence files from Vanta

Set up Vanta for request sync

Bi-directional Vanta sync for requests and evidence

Sync requests with Vanta

Other Features

Fieldguide Status

Fieldguide University

Fieldguide Changelog

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Track the progress of all tickets and conversations related to your company.

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.