Services are the work you perform for the customer and are available in Estimates, Work Orders, and Invoices. You can change prices here to reflect changes going forward. Prices can also be changed in individual Estimates, Work Orders, or Invoices to reflect the simplicity/complexity of the job, increased footage, etc.

Click the New Service button to create a new service.

Enter a description for the service. Be as generic, ‘Monthly Pest Control,’ or as specific, ‘Quarterly Pest Control with Interior/Exterior Carpenter Ant Treatment,’ as you like. 

Create Categories to group individual services together. Duplicate the Categories name to match the names in your General Ledger. This gives you a way to group your services and then later filter reports by category. 

Examples of Categories include:  GENERAL PEST CONTROL, TERMITE, RODENT, MOSQUITO, RESIDENTIAL, COMMERCIAL...

Later filter reports by category...

This information appears on the Estimates, Work Orders, and Invoices PDF. Enter detailed descriptions of services to set the customer’s expectations or to act as instructions to the technician. It can be later modified when creating an Estimate, Work Order, or Invoice.

Enter the most commonly used price for the service. The price should be one that you'll use most often (so you'll change it the fewest number of times). It can be changed later when creating the Estimate, Work Order, or Invoice.

This option will manage the ability to create new estimates, work orders and invoices with this service. If Active = No, the existing associated documents are not affected, however users will not be able to associated inactive service with new documents. *see Merging Services to combine or consolidated service types

This option will only be displayed if your Fieldwork Account is integrated with Sentricon. When you designate a Service as Sentricon = Yes, Fieldwork will sync that service when completed to your Sentricon database for required Sentricon reporting..

The optional One Time Service = Yes will allow you to quickly identify the Recurring vs. One Time services on the Service Profitability Report. When you designate a specific service as One Time Service = Yes, you will see the total of One Time Income vs Recurring Income on the Service Profitability Report.

Click the green Create Service button.

From the Settings/Services location, click the Edit button to update an existing service for the Description, Category, Details, Price, Active Status, Sentricon Status, and One Time Service Status. 

Tip When adding or changing a service, the techs must reload the data on the mobile device to see newly added or updated Services.