If you are interested in upgrading to the Startup plan but don't know if it's right for you, review these articles and videos. 

To upgrade from your current subscription, go to Settings/Billing & Subscription. Click the Select button at the bottom of the column and re-enter your credit card information. Click the Upgrade Subscription button. 

The Startup plan includes:

Note All Startup plan features are also included in the Business and Pro plans.

Add photos to the Work Order to capture evidences, violations, and conditions that have not been rectified by your recommendations. 

Mobile app - Photos
​Photos - how to view those taken in mobile app
​Photos - adding extras not taken in the app
​Adding a photo to a Work Order in the browser

Send appointment reminders to your customers via email, text, email and text, or not to send at all. The top half of the page contains email parameters, the bottom portion contains text parameters. The person whose email address is in the Location page receives the reminder.

Settings - Appointment Reminders
​Appointment reminders - manually send to one customer
​Appointment reminders - as per account settings
​Appointment Reminder has no Confirm button

Settings - QuickBooks Online and Common QuickBooks Errors
     includes Quick Books Connect Instructions
     and QuickBooks Online Sync Options videos
​Stripe & QuickBooks - adding 2-factor authentication security

Attach customizable PDF forms to Work Orders to add additional reporting features, such as contracts, WDIRs, Notice of Pesticide Use, and so forth. These forms become available in the mobile app where your customers and techs can sign them, and when the Work Order is completed and the tech emails the Work Order to the customer, the PDF file(s) will be included in the email. 

Settings - PDF Forms
     includes PDF Autofill overview video
​PDF files - how to add to Fieldwork
​PDF files - Make this a fillable PDF form
​PDF files - how to add to a Work Order
​Mobile app - Service instructions, Location note and PDF forms

Note The features of each plan are bundled together at a set price. We cannot bundle features across multiple plans or exclude features. Please know that the price includes all training and support, plus there are no contracts or signup fees.