FieldBase Settings | Project Tracker Controls

Access

Developer Pro Preview Controls

Developer-only testing controls for previewing Free and Pro states. Normal account and billing details now live on the Account & Billing page.

Pro Plan

Owner Pro Mode

When enabled, exports and premium sections remain unlocked. When disabled, Pro buttons show the upgrade path.

Pro Mode Enabled

Locked Feature Plan Page

Account Status

Account & Billing Summary

Quick account status only. Full plan, billing, owner, and future invoice details are now kept on the Account & Billing profile page.

Checking...

PlanChecking...

Billing StatusChecking...

Renewal / ExpirationNot available

Access SourceLoading

FieldBase will update this section after account access finishes loading.

Open Account & Billing Profile

Business profile and public directory data stay below. Account ownership and billing details stay separate.

Cloud Sync

Manual Cloud Sync

FieldBase now keeps automatic sync in the background so page navigation stays fast. Use this button any time you want to immediately push and pull the latest company data for this device.

Manual Control

Last Sync Checking...

Account Checking session...

Ready. Developer-only manual sync does not erase local data; it mirrors your company-scoped IndexedDB data with Firebase.

Developer-only control. Use this after adding important records on another device, before testing Cloud Sync, or whenever you want to force an immediate Firebase mirror check.

Project Builder

Project Auto-Save Drafts PRO

When enabled, FieldBase saves the current Project Builder form as a local draft before the user leaves the page.

Draft Protection

Auto-save unsaved project forms

This does not publish a project to the project list. It stores one local draft in the browser so the user can restore unfinished work later.

Auto-Save Off

Where it saves

Drafts save to local browser storage and do not erase IndexedDB project data.

When it restores

When the Project Builder opens, FieldBase asks whether to restore the saved draft.

After final save

The draft is cleared after the project is successfully saved or updated.

PRO Data Protection

Backup & Export Center PRO

Create a full account backup before major updates, restore from a trusted backup if something goes wrong, or export specific data sets for records, Excel, printable reports, and future client-facing PDFs.

Checking Access

Recommended before every software update: Download a full backup. It captures FieldBase local-first data from your active company-scoped IndexedDB stores and can be restored later if an update ever causes data loss.

Full Account Backup

Best safety net before updates. Downloads a full JSON backup of all FieldBase local data available to this account/browser.

Restore From Backup

Use only with a trusted FieldBase full backup JSON file. This restores browser IndexedDB/local app data and does not delete Firebase cloud records.

Selective Exports

Export Data Sets

JSON keeps full detail, CSV opens in Excel, and Printable Report opens an HTML report you can print or save as PDF.

Projects

Full project reports with overview, scope, tasks, costs, scheduling, employees, and saved project details.

Estimates

Client-ready estimate/quote reports generated from saved quoted project data, including scope, tasks, line items, and totals.

Finance

Invoices, payments, estimates, quotes, costs, taxes, and finance-related records where available.

Directories

Clients, employees, materials, tooling, equipment, services, and reusable directory items.

Receipts / Documents

Receipt/document tracker metadata and saved records. Large file blobs may stay browser-local depending on storage mode.

Schedules

Schedule items, calendar snapshots, and job timing records where available.

Backup / Export Activity

Ready. Download a full backup before major updates.

Tutorials

Guided Learning

Replay FieldBase walkthroughs whenever you want. This will become the main home for future Project Builder, Scheduling, AI, and page-specific tutorials.

Always Available

Dashboard Guide

Watch the Dashboard walkthrough again to learn navigation, dashboard customization, search, and major app areas.

Replay Dashboard Guide

Business Profile

This now saves locally first and syncs to Firebase when you are logged in, so invoices, estimates, PDFs, and branding can use the same company profile later.

Business Name Owner Name Business Email Business Phone Website Business State Business Address

Business Details / Footer Notes

Offered Services

Add services your business performs. These can later appear in the Businesses directory when service sharing is enabled.

See My Business

Service Type / Name Service Rate Service State Service Territory / Area

Service Description

Load saved service to edit

No services saved yet. Fill out the service boxes above and select Add Service.

Business Logo Owner Photo

Logo Preview

Owner Photo Preview

Account Login

Owner Account

Your Firebase login controls access to this FieldBase company workspace. Password changes are handled by secure Firebase reset email.

Logged-in Email Account Role

Display

Theme Mode

Switch between the darker professional theme and a lighter workspace view.

Light / Dark Mode

This saves to local storage and IndexedDB so your preference stays with the app shell even before Firebase is connected.

Dark Mode

Storage Plan

Local Save Layer

Current pre-Firebase storage approach for safe local persistence.

LocalStorage

Used for fast plan, Temporary payment links, theme, and preference restoration on page load.

IndexedDB

Used as the stronger browser-side save layer for project data and the business profile.

Firebase / Data Center Later

When ready, this same profile and plan structure can sync to cloud accounts.