Summary

Open a Work Order from the Calendar. Tap each tab to enter its parameters. Add a PDF file if it applies to the job (such as a NMPA-33 form for termite inspection). View Work Order history by viewing the entire Work Order from the past (including photos and attached PDF forms). This article takes you through each of the tabs, some are not available in all plans.

Key Points

  • Tap the Work Order in the Calendar to open it

  • Tap Start Now to begin

  • Tap Start to enter the start time

  • Tap each tab to enter the parameters that are applicable to the job

Start Now - Work Order History

Tap the Work Order in the Calendar to open it. Tap Start Now to begin. Tap Start to enter the start time. Tap a phone number to call or text (must be a mobile number) the customer. Tap the email address to email the customer. Tap Work Order History to view or edit previous Work Orders in their entirety, including attached PDF forms, photos, device scans, etc.

Directions and Reschedule

Tap Directions to get directions from your current location to the customer location. Tap Re-schedule to schedule the Work Order for another day, time or technician.

Add a Service to the Invoice Requires Saving the Work Order

From the Invoice tab tap Pay Now to take a payment. If you've added a service to the Work Order you'll need to save the Work Order before processing the payment.

Add a Credit Card in the Work Order

If you have a Stripe account connected to Fieldwork, you can add a customer's credit card on site and make the payment. Tap Pay Now, tap Add a new card, and enter the information. Tap Pay to make the payment.

Paying by Check

Paying by check is no different from any other payment method except you need to enter a reference (check) number.

Notes

Instructions are the Service Instructions added to the Work Order in the browser. You can edit these instructions if you want.

Location Notes are from the customer's Location page Sticky Notes. This is not editable.

Notes is a good place to note conditions about the property. These notes can be seen by the customer.

Private Notes are not seen by the customer, meaning they will not appear on any Invoice, Work Order, Statement or any other communication with the customer.

Forms

Forms are fillable PDF forms that you can add in the browser or from the app (must be in online mode). Add these forms in your browser's Settings/PDF Forms and they will be available to add from the app. With a fillable form you can tap check boxes, enter text and sign or draw.

No PDF editor is required. All editing is done from inside the Office app.

Environment, Recommendations and Conditions

When you tap Fetch Weather the device connects with the nearest cell tower to get wind direction, wind speed and temperature. Add the square footage of the treated area, if necessary.

Recommendations are pulled from entries you create in Settings/Recommendations. To include those recommendations, tap + Add. Select your recommendations and tap Save.

Conditions are pulled from entries you created in Settings/Conditions. To include those conditions, tap + Add. Select your conditions and tap Save.

Materials

Material Use is where all the materials, target pests, application methods, application devices, dilution rates, and property types & target areas are pulled from the Settings/Materials and applied in the mobile app.

To automate filling material information, please follow the steps in Auto-filling Material information in the mobile app.

Photos

Add photos to the Work Order to capture Evidences, Violations, and Conditions. Add notes to the photos or follow-up the issues with your Recommendations. You can take up to 10 photos per Work Order.

Devices Scanning with the Camera

Tap Devices and tap + Scan. Hold the camera up to the bar code / QR code. Enter the trap and bait conditions, add notes, material usage, captures and evidences.

IMPORTANT Only tap Removed when you are physically removing the device from the property. This will take it out of the system and it will not be available to scan in future visits.

Devices with No Activity

About 95+ percent of your devices will have no activity. You can quickly move through scanning those devices by accepting the defaults when all you do is tap Save. If there are conditions for the device or bait you want to enter, add those and then tap No Activity.

Devices Manually Entering Information

Sometimes the bar code/QR code on a device will not scan due to conditions, smudges, etc. Manually scan the device. Tap View All, tap the device, tap Save and proceed as always.

Note [x] Allow users to manually scan devices must be enabled at Settings/Work Orders.

Devices Rescan

Sometimes a bar code/QR code will no longer scan. Place a new code label on the device and scan it as a replacement for the old label. This keeps the history of the device in the system, it just continues with a new code.

Tap View All, tap the device that is to receive the new code, tap Rescan, scan the label, tap Save and continue as always.

Units

Use Units to service condos, apartments, hotels, hospitals, etc., anything when there are multiple areas that need servicing from within one building. Enter inspection information specific to each unit within a building or structure

Each unit will have its own service time, status and unit condition. Enter notes specific to each unit. Add materials and pest activity. Residents can sign for their service.

Diagram

Adding a Diagram allows you to outline the property or interior of a location to point out conditions (termite damage) or trap locations. You can add different shapes, update line thickness and style, change the color, add text, and resize the floor plan.

Diagram - Adding a Photo

Add a photo as a diagram to outline where devices are on the property.

Diagram - Delete Objects and Resize the floor plan

If you want to delete an object you've added, tap the red garbage can to delete it. If you want to delete something else that isn't the current selection, tap the Arrow in the upper left, tap the object and tap the red garbage can to delete it. Tap the resize plus or minus buttons to change the size of the floor plan.

Signatures

Tap Signatures for the customer and technician to sign the work order. You can then complete or save the Work Order.

Note It's understandable if you have concerns about handing over a device to someone else's hands. When you tap Complete & Save customers can go to their Customer Portal and sign the Work Order there.

Finishing a Work Order

When finished with a Work Order, tap Actions in the upper right to select the finishing options.

  • Save - saves the Work Order so you can continue at a later time

  • Complete & Save - closes the Work Order and emails it to the email address on file

  • Change Status & Save - saves the Work Order with a new status

  • Email - allows you to email the Work Order to another email address

  • Print - allows you to print the Work Order from the app

Things not available Offline

You can process Work Orders in Offline Mode by turning it on from Settings. This allows you to still receive texts and phone calls. The Calendar and Work Order will display You are offline. There are some functions that do not work in Offline Mode.

  • Tapping '+' in the Calendar

  • Rescheduling a Work Order

  • Viewing Work Order History

  • Adding a new credit card (not shown)

  • Adding a form

  • Fetching the environment variables

  • Adding a diagram

Continue on to Fieldwork Office - Calendar, viewing other routes

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