Summary

A Work Order is the central part of your business in Fieldwork. Invoices, commissions, billing frequency, scheduling, appointment reminders, and more all come from what you enter in the Work Order.

Key Points

Create Work Orders from multiple areas in Fieldwork.
Load a Work Order template and add a Purchase Order number (PO#).
The Billing tab contains the billing frequency, services, and price.
The Schedule tab contains the tech doing the work, plus the dates and times for service.
The Commissions tab contains sales and service commissions.
The Notes tab contains the service instructions the tech sees on the first screen.
The PDF Forms tab contains PDF files (such as a WDIR) for the tech to fill out.

How to Create a Work Order

You can create a Work Order from many places in Fieldwork. These steps start at the Customer page:

From the Dashboard, click Customers.
Find and select the customer you want to create the Work Order for by clicking on their name or searching in the search bar in the upper-left corner of the Customers page
On the customer's page, from the Service Locations tab, click View.
In the upper-right corner, click Create a New….
Click Work Order.

The top of the Work Order

In the upper-left corner, you'll see the Billing Address and the Service Location.

Note: If the customer has multiple locations and you started from the wrong one, click the down arrow to the right of the location and select the correct one.

In the upper-right, you'll find the Load template button, the Document Template name, the PO#, and the Start and End times:

Load template / Document Template — use a Work Order template to give a particular service type (e.g., termite) or property type (e.g., commercial) a consistent price, material usage, and optional PDF form. Loading a template pulls in all its settings. (Covered later in this guide.)
PO# — the Purchase Order number a commercial customer gives you, used to track and approve your Work Order and Invoice through their corporate levels and speed up payment. Keep it in the Location Sticky Notes for reference.
Start and End time — when you complete the Work Order in the mobile app, these update to the actual times. In the browser, enter them yourself.

The Billing tab

Click Billing Frequency and select how often this customer is billed:

No Invoice — no invoice when the Work Order is completed.
For Every Work Order — an invoice for every completed work order.
Monthly, Quarterly, Yearly, One-Time — used when you want to split billing frequency from service frequency (e.g., work done twice a month, invoiced once a month).

Other billing fields:

Description (overrides line items) — prints instead of the line items; useful when you don't want customers to see service/material details. Carries over to the Invoice.
Next Invoice Date — when the invoice is generated; auto-updates each month, quarter, or year.

Add a service, material, or instructional text

Click the search box under Description.
Scroll to the service and click it.
To add another line, click Add Line.
Click the down arrow in Service and choose Service, Material, or Other.
Select the Service or Material (with Other, enter any text you want).
To remove a line, click the minus symbol to its left.

Services and Materials come from Settings → Services and Settings → Materials.

The pricing section (bottom-right corner)

About inline labels: the Unit Price shows $0.00 on the first line — a prompt to enter a price. Even with no price, enter $0.00 to save; otherwise you'll get a pink "Line items price is not a number" error.

Quantity — number of items (usually 1 for a service; multiple for materials, e.g., 5 ILTs).
Unit Price — from Settings → Services / Materials; editable any time.
Amount — Quantity × Unit Price.
Taxable — check if your state taxes the service or material.
Discount — enter a percentage. For a flat-rate discount, add an Other line with a negative Unit Price (e.g., -25).
Tax — auto-populates from Settings → Tax Rate when Taxable is selected.
Total Due — all amounts plus tax.
Production Value — used to calculate commissions; split it across multiple techs, or by appointments per invoice if you split billing.
Hide pricing information on work order — hides pricing from techs or the customer.
Exclude from Autopay — stops this service from auto-charging the card.
No charge (Callback) — for a return visit you can't charge for.

The Schedule tab

With more than one technician, you'll see a rainbow bar (green left, blue right) listing your techs. The green tech on the left will be closest to this location on any given day within the next five days — handy for telling a customer you'll have someone nearby in two days at 3 pm.

Note: A technician must have a job scheduled within the next five days to appear in the rainbow bar.

You can also pick the tech from the Technician drop-down.

Creating a series — click Frequency:

One Time — single appointment (e.g., wildlife removal).
Daily — usually a set number of days.
Weekly — often commercial (weekly trap checks).
Monthly — residential and commercial.
Bi-Monthly — every other month.
Quarterly / Tri-annual / Semi-annual — usually residential, depending on the pest.
Seasonal — pick any of the 12 months (often snowbirds).
Yearly — once a year.

Note: Anything other than one-time becomes a Series. To change the whole series, click Edit Series; to change one appointment, edit just that Work Order.

Depending on frequency: Weekly lets you pick the day; Monthly/Bi-Monthly/Quarterly/Tri-Annual/Semi-Annual let you pick the week and day; Seasonal lets you pick months, week, and day.

Remaining options:

Select Date(s) — specific date of the month; carries through even on weekends.
Every… — for schedules not in the Frequency list (e.g., every 21 days).
Ends After — Never, a Fixed number of visits, or a Date.
First Service date — match it to your frequency/day/date choices to avoid double-booking the first month.
Duration — estimated visit length (hours and minutes).
Add to work pool — for call-to-schedule or "anytime" appointments; drag onto the calendar later.
Start Time — from the drop-down.
Arrival Window — for customers sensitive to exact timing.
Confirmed — check it and add the confirmer's initials; customer confirmations via reminders also show here.

The Commissions tab

Choose who receives a commission, assign a sales or service role, pick the type (percentage or flat rate), enter the amount, and set an expiration date. Commissions are based on the total Production Value.

Technician — Choose User → select the tech → User Role Service.
Sales rep — Choose User → select the rep → User Role Sales.

The Notes tab

Notes here appear as Service Instructions in the mobile app (first page) and inside the Work Order. Use them to outline the work. They appear only in the Work Order where they're created.

The PDF Forms tab

Attach PDF forms (contracts, WDIRs, Notice of Pesticide Use, waivers, logs) to add reporting features. Once attached, a form is available in the mobile app for editing and signing, and is included when the tech emails the completed Work Order to the customer.