Summary

Configure your customer settings, including starting customer number and email interactions.

Key Points

Set the starting customer number
Set up the welcome email
Choose whether to send Work Orders by default
Choose whether to hide the balance forward by default
Choose whether to disable weekend reminders for new service locations

From the Top of the Navigation Menu, click Settings. (gear icon)

2. From the Settings Menu, under the heading Company Setup, click on Customers.

Starting Customer

Set the number for the first customer you enter into Fieldwork. The number increases by 1 for each customer added after that. The default is 1000.

Automatically send a welcome email to newly added customers

When this is checked, every new customer receives an email from your business welcoming them.

Welcome Email Subject Line and Email Template

Your welcome email needs a subject line and a message. You can use the default template or write your own.

Placeholders

Placeholders are words wrapped in brackets, such as {first_name}. They work like a mailing list — when the email is sent, Fieldwork swaps the placeholder for the customer's real info.

For example, if the email starts with "Hi, {first_name}", the customer named Heidi will receive an email that starts with "Hi, Heidi."

To add a placeholder:

Click your mouse in the email body where you want it
Click the placeholder to insert it there

For example, click after {first_name}, tap the space bar to add a space, then click {last_name}.

Note: Placeholders only work in the email body — they do not work in the subject line.

After writing your welcome email, click the Preview button to review it.

Tip: Always click a Preview button!

Defaults for New Customers

These settings apply to new customers going forward. They don't change anything for customers already in your system unless otherwise noted.

Send Work Orders by default

When checked, Work Orders are automatically emailed to the recipients listed on the customer's Location page. This affects new locations and customers only — it can be changed per customer in their Location page settings.

Hide balance forward from work orders and invoices by default

When checked, a customer's balance will not appear on Work Orders and Invoices.

When you turn this on, you'll be asked how to apply the change:

Only new locations and customers - Applies the setting right away, but only to locations and customers created after this change.
Existing and new locations and customers - Applies the setting to everyone, including customers already in your system.

Important: Updating existing records will take some time to complete because it runs in the background.

Disable weekend reminders for new service locations

When checked, any appointment reminder that would normally go out on a Saturday or Sunday is sent the Friday before instead. This is usually used for commercial accounts that don't check their work email on weekends.