If you're new to Fieldwork or have a new technician, it might be a good idea for the office to review the Work Order before the tech completes it.
Create a Work Order status to notify the office the work needs to be reviewed
In the mobile app Save the Work Order and change the status
The office can then review the Work Order before it's sent to the customer
In Settings/Calendar & Time
To review the work being done in the field, it's best to create a status with a unique color so your eye will be drawn to it when viewing the online portal Calendar.
Create a new Status and name it something like: Done, Please Review
Give it a color
In the Mobile App
When the job is finished, the technician taps Save in the upper-right corner
2. Tap Save & Exit
3. In the calendar, swipe the appointment to the left
4. Tap Change Status
5. Tap Done, Please Review
6. The color in the mobile app Calendar changes to the Done, Please Review color
and the first letter of the status appears in the box "D"
7. The color in the online portal Calendar also changes to the Done, Please Review
color so you know to review the Work Order, which you can then do a QA
After you review the Work Order and make any necessary changes, change the Work Order status to Complete to create and send the Invoice.