Settings - Add-ons

Add-ons are optional features you can enable to extend Fieldwork with additional capabilities — payment processing, integrations with other software, advanced scheduling, industry-specific tools, and more. You can turn add-ons on or off from Settings/Add-ons on the dashboard.

Automatically optimize the order of stops on a technician’s route to reduce drive time and fuel costs. Routes are recalculated based on appointment locations, time windows, and technician availability.

Suggests the best technician and time slot for a new appointment based on skills, service area, and the existing schedule. Useful when booking new work without having to manually scan the calendar.

Tools tailored for Branch 3 termite operators, including the inspection forms, treatment records, and reporting required for termite work.

Track the chemicals and materials applied on each job, including EPA numbers, quantities, and target pests. Provides the records needed for state reporting and audits.

Add diagrams to work orders and inspection reports — for example, building layouts marked with device locations, treatment areas, or activity findings.

Calculates drive time between appointments using mapping data so the schedule reflects realistic travel and technicians have accurate ETAs.

Track product and equipment inventory across locations and trucks. Stock levels update as items are used on jobs, and low-stock alerts help keep trucks restocked.

Two-way messaging between the office and field technicians. Conversations stay attached to the relevant customer or work order for easy reference.

Let customers request appointments directly from your website or customer portal. Requests flow into Fieldwork for scheduling.

Accept PayPal payments from customers through their invoice or the customer portal. Payments are automatically recorded against the invoice.

Attach fillable PDF forms to work orders — inspection reports, service agreements, or compliance forms — that technicians complete in the field.

Sync invoices, payments, and customers between Fieldwork and QuickBooks Online. The sync is one-way from Fieldwork to QuickBooks, so make changes in Fieldwork to keep records aligned.

Manage Sentricon termite baiting stations within Fieldwork, including station placement, inspections, and bait change-outs.

Send and receive SMS messages with customers — appointment confirmations, on-the-way notifications, and replies are logged on the customer record.

Process credit card payments through Stripe. Customers can pay invoices online, and you can collect cards in the field through the Fieldwork mobile app.

Shows technicians' live locations on a map so the office can see where each technician is throughout the day and update customers with accurate ETAs.

Track technician hours through clock-in/clock-out and time spent on each job. Time sheets can be reviewed and exported for payroll.

Manage devices placed at customer locations — bait stations, traps, monitors — including identifier, location, and inspection history.

Manage properties with multiple units (such as apartment complexes or commercial buildings) as a single account, with unit-level service history and billing.

Connect Fieldwork to thousands of other apps through Zapier. Use it to trigger workflows in tools like Google Sheets, Mailchimp, or Slack when something happens in Fieldwork.

Once you have enabled the add-ons that best fit your business, they will be

automatically saved and active immediately.

Need more help? Reach out to Fieldwork support, and we will be happy to walk you through any add-on setup