Summary
Recommendations are what you advise a customer to do based on your technician's observations (the conditions) at their location. Conditions are the cause; recommendations are the fix. For example, if a tech finds a trail of food debris from the kitchen to the living room sofa, the recommendation might be to sweep or vacuum daily. Match your recommendations to your conditions so there's a logical flow.
Key Points
Create a recommendation for each piece of advice your techs commonly give
Pair recommendations with matching conditions
Recommendations appear on the mobile app for techs to select in the field
How to Get to Recommendations
From the top of the Navigation menu, click Settings (gear icon)
Under the heading Pest & Material Settings, click Recommendations
How to Create a Recommendation
Click the New Recommendation button in the upper right
Enter the Recommendation Name
Click the green Create Recommendation button to save
Examples
Common recommendations include:
Recurring Weekly Service
Recurring Monthly Service
Recurring Quarterly Service
Recurring Seasonal Service
For more ideas, see our Help Center article Sample Recommendations.
Important note: Anytime you change something in Settings, your techs must Reload Data in the mobile app to see the change take effect.
Need more help? Reach out to Fieldwork support, and we'll be happy to walk you through these settings.