Summary
Upload your Business License, Applicator's License, Certificates of Insurance, Contact Information, Service Protocols, and Marketing documents so your customers can see these on your portal.
Click Here for a Step-by-Step Tour: https://app.fieldworkhq.com/settings/account_documents#?product_tour_id=623722
Key Points
Upload your business documents so your customers can view and download them
All customers will have access to them from the customer portal
How to Get to Account Documents
From the top of the Navigation bar, click Settings (gear icon)
Under Company Setup, click Account Documents
Click the Upload New Document button in the upper right of your screen
Type in the Document name.
Select the Document type, either Business License, Applicator's License, General Company Document, or - Add new type -
If you selected - Add new type -, write the new document type name
Click the Choose File button, find the file
From your computer, find the file you want to upload, then select it by clicking it. Then click the blue Upload button in the lower right corner of the pop-up
After a successful upload, the Document field will look something like this:
Important note: The file you upload MUST be a PDF file
Click the green Create Account Document button to save your document
Repeat these steps to upload another Account Document.
On the customer portal, the customer will see:
Need more help? Reach out to Fieldwork support, and we will be happy to walk you through these settings.