Services are the jobs you do for customers — things like pest control, termite treatment, or rodent control. Once you set them up here, they're ready to drop into Estimates, Service Orders, and Invoices. Each service has a default price, but you can change it for any individual job to match the size or complexity of that job.

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

Under Company Setup, click Services.

Click the light grey New Service button in the upper-right of your screen to create a New Service

Click the light grey Edit button to the right of any service you would like to manage or update

This is the name of the service. It's what shows up in select boxes and live search fields throughout Fieldwork, so make it clear. You can make it broad or specific:

A short label — maximum 10 characters — that appears on calendar events for this service. Because calendar blocks are small, a short acronym keeps the schedule easy to read at a glance.

Examples: GPC (General Pest Control), TERM (Termite), BEDBUG, RODENT

Leave this blank if you don't want any acronym to show on the calendar.

Categories let you group similar services together so you can filter your reports by them later.

Tip: If you use an accounting system like QuickBooks, match these category names to the categories there. That keeps your Fieldwork reports and your bookkeeping lined up. If you don't, just pick names that make sense to you.

Example categories: GENERAL PEST CONTROL, TERMITE, RODENT, MOSQUITO, RESIDENTIAL, COMMERCIAL.

You can also search for a service by its category when on the main services page, using the dropdown menu in the upper-left corner of your screen.

Whatever you type here appears on the estimates sent to customers. Use it to explain what the service includes so customers know what to expect, or to add instructions for your techs. You can change these details on an individual estimate if a particular job needs something different.

Enter the price you charge most often for this service by typing in the amount or using the arrows on the right to change the amount. This is the default price — you can override it at the time of service creation if a job is bigger, smaller, or more complex than usual.

This controls whether the service can be added to new documents.

Use No to hide a service you no longer sell, without losing the records of jobs that have already used it.

Sentricon is a termite baiting system. If you don't use Sentricon, you can ignore this setting.

If your Fieldwork account is integrated with Sentricon, setting this to Yes means Fieldwork automatically sends the service to your Sentricon database once it's completed — handling the required Sentricon reporting for you.

This setting helps you separate recurring income (services customers get over and over) from one-time income (single, one-off jobs) on your reports.

When you set this to Yes, the service is flagged as a one-time job. On reports like the

Service Profitability Report, you'll then see your One-Time Income totaled separately from your Recurring Income — a helpful way to see where your steady revenue comes from versus your one-off jobs.

Once everything's filled in, click the green Create Service button (or Save when editing an existing one).

When you add or change a service, your techs won't see it on their mobile devices until they reload their data. Have each tech do this:

Deactivating (recommended): Set the service's Active status to No when editing a service, or click the Yellow Deactivate button on the Services page. This hides it so no one can add it to new Estimates, Service Orders, or Invoices, while keeping all your history intact. Any past documents that used the service still show it correctly, and your reports stay accurate.

To reactivate a deactivated service, click Show deactivated services, find it in the list, and set Active to Yes.

Deleting (use with caution): Permanently removes a service. Only do this for a service you created by mistake or never actually used. Never delete a service that appears on past invoices or work orders — doing so can break the records and throw off your reporting.

Need more help? Reach out to Fieldwork support, and we'll be happy to walk you through setting up your services.