Summary

This page defines the global settings for your Work Orders — how they're numbered, what shows up on them, how they're emailed, and how they behave when completed. Turning a setting on or off here affects all Work Orders across your account.

Note: Email wording is no longer set here. That moved to Document Templates.

Key Points

Enabling or disabling a setting affects all Work Orders
Control numbering, emails, environment fields, commissions, and more from one page

How to Get to Work Orders

Click the Settings gear icon in the upper-right corner.

Under Company Setup, click Work Orders.

Starting Work Order

Set the number for the first Work Order you enter into Fieldwork. Each Work Order after that automatically increases by 1. The default is 1000.

Disable Auto-Sending Reports

By default, a Work Order is emailed to the customer as soon as it's completed. Check Disable auto-sending reports to stop this automatic email from being sent to all customers upon completion.

Report Addendum Message and Report Footer Text

Any text you enter in the Addendum or Footer appears on the Work Order. This is a good place for information your customers may need — such as how to access Material labels and SDS sheets, a poison control hotline, or Service Portal access. The footer also works well for a standard reminder or dunning-style message that appears on every Work Order.

Show Environment Fields

Check this to add the Temperature, Wind Speed, Wind Direction, and Square Footage fields to the mobile app so technicians can record conditions on-site.

Auto-Populate Environment Fields

If you also check Auto-populate environment fields at start and end of appointment, those fields (Temperature, Wind Speed, Wind Direction, Sq. Feet) fill in automatically when the technician starts and ends the appointment — saving them from entering the data by hand.

Automatically Mark Passed "Scheduled" Appointments as "Missed"

When this is on, any scheduled Work Order that passes without being completed is automatically marked Missed, and its calendar color changes to the Missed color.

Important: This runs automatically at 12:00 every evening and cannot be undone, so enable it only if you want passed, unfinished appointments converted to Missed each night.

Attach Invoice to Completed Work Order Email

When on, each customer receives a single email with both the Work Order and the Invoice attached. You can override this for individual customers on a customer-by-customer basis.

Tip: If you also auto-send invoices separately (in Settings → Invoices), turn this off to avoid sending the invoice twice.

Enable Sales and Tech Commissions

If you pay staff commissions, check this to make the Commissions tab appear on Work Orders.

Hide Invoice Information for New Work Orders by Default

Check this to hide pricing from customers and technicians. The mobile app will show $0.00, technicians won't be able to take payment in the app, and the emailed or printed Work Order won't show the price.

Include SDS and Label Links

Check this to include Safety Data Sheets (SDS) and Material labels in the Work Order email for any materials used on the job. For details, see Attaching Material Labels and SD Sheets to a Work Order email.

Change Completed Date (Online) / (Mobile)

These two settings handle Work Orders completed on a date other than when they were scheduled:

Change completed date (online) — When you complete a Work Order in the past or future from the browser, the scheduled date updates to the day it was actually completed.
Change completed date (mobile) — The same behavior when completing a Work Order from the mobile app.

Material Name in Reports

Choose how materials appear on the Work Order:

Name — the material's name only
Active Ingredient — the active ingredient only
Name and Active Ingredient — both

This only affects materials that have an active ingredient.

Note: Some states dictate what must appear on the Work Order, so check your local requirements before choosing.

Allow Users to Manually Scan Devices

This controls how technicians record device (trap) information.

Checked: Technicians can manually type in device information.
Cleared: Technicians must scan each device's QR/bar code with the Fieldwork mobile app scanner.

Clearing the box ensures techs physically visit and scan each trap, rather than entering information without inspecting the device.

Show Series Notes on Work Orders Tab

When on, the Service Instructions for a series appear beneath the Service on each Work Order in the Work Orders tab, so the instructions are visible at a glance.

Show "Copy" Action on Work Orders

When on, a Copy action appears on Work Orders, letting you quickly duplicate a Work Order instead of building a new one from scratch.

Add Commissions Automatically

When on, the assigned technician's commission (from the Schedule tab) is automatically added to the Commissions tab, based on that user's commission values in Settings → Users & Routes.

Note: Enable Sales and Tech Commissions (above) to make this work.

Saving Your Changes

When your settings are configured, click the green Save button. Because these are global settings, your changes apply to all Work Orders going forward.