Managing Customers

Erin O'Hara avatar Mike Laverty avatar
42 articles in this collection
Written by Erin O'Hara and Mike Laverty

Adding multiple email addresses to an account

Add a contact if more than one person needs to receive an Invoice or Work Order email
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Written by Mike Laverty
Updated over a week ago

Adding Customers - importing from another program

Use our example file; contact us if you need assistance
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Written by Mike Laverty
Updated over a week ago

Appointment reminders - as per account settings

It's not your customer's account, it's yours
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Written by Mike Laverty
Updated over a week ago

Appointment Reminders - customer doesn't want them

Stop email and text appointment reminder messages from being sent to specific customers
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Written by Mike Laverty
Updated over a week ago

Appointment reminders - Send button not available in the Work Order

Open the Work Order and click Send Reminder
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Written by Mike Laverty
Updated over a week ago

Blueprint Editor

Our diagramming tool
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Written by Mike Laverty
Updated over a week ago

Bringing back an Inactive customer - how to bring back the Work Orders

Sales > Work Orders > Archive, filter the dates into the future
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Written by Mike Laverty
Updated over a week ago

Canceling a customer - drop-down box is empty

Create the reasons in Settings/Cancellation Reasons
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Written by Mike Laverty
Updated over a week ago

Communication to customers - disable global settings

How to disable email and text communications to all customers
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Written by Mike Laverty
Updated over a week ago

Contacts - adding from Customer/Location pages

What is the difference between add contacts in the Customer page vs Service Location page?
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Written by Mike Laverty
Updated over a week ago

Customer emails - who gets what?

It's centered around the Billing and Location pages
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Written by Mike Laverty
Updated over a week ago

Custom fields - how to export and analyze

Export your customer list and look at columns AZ, BA, BB...
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Written by Mike Laverty
Updated over a week ago

Default property type

Don't worry about forgetting to change Choose Property Type...
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Written by Mike Laverty
Updated over a week ago

Deleted customer - accidentally

How to get it back
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Written by Mike Laverty
Updated over a week ago

Error Message - Invoice email is invalid, please provide correct email or leave it blank

When trying to add two email addresses in the Billing or Location page
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Written by Mike Laverty
Updated over a week ago

Error Message - This new Customer appears to be a duplicate

How to resolve adding a customer whose name is already in Fieldwork
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Written by Mike Laverty
Updated over a week ago

The Fieldwork Dashboard

High-level overview of your business though 9 Widgets
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Written by Mike Laverty
Updated over a week ago

Emails - don't provide links to view or pay online

Update your document templates
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Written by Mike Laverty
Updated over a week ago

Location page - [x] Same as billing address

When editing an existing customer it does not populate address fields
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Written by Mike Laverty
Updated over a week ago

Map Location Pin

Manually move a pin to a new location
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Written by Mike Laverty
Updated over a week ago

Marketing Campaigns - getting started

Create email and marketing campaigns to grow your business
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Written by Mike Laverty
Updated over a week ago

Marketing Campaigns - how did you find us

Track how your customers are finding you
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Written by Mike Laverty
Updated over a week ago

Marketing Campaign - use to generate online customer reviews

Great Reviews = more business
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Written by Mike Laverty
Updated over a week ago

Merged account now has a credit/balance - the fix before the move

Edit the Payments before the move, it'll be a lot easier
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Written by Mike Laverty
Updated over a week ago

Merged account now has a credit/balance - the fix after the move

One payment paid multiple invoices; not all invoices moved to the new account; payment moved to new account
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Written by Mike Laverty
Updated over a week ago

Negative online review - how to see who sent it

And how to respond to it.
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Written by Mike Laverty
Updated over a week ago

Move a Location to another account

Move a location to a new or existing customer account
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Written by Mike Laverty
Updated over a week ago

Online Reviews - getting started

Completing the Online Review page
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Written by Mike Laverty
Updated over a week ago

Online Reviews - how to create my review sites

Activating Online Reviews starts with creating social media online review sites
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Written by Mike Laverty
Updated over a week ago

Online Reviews - how to test

Don't test the same Work Order or Invoice
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Written by Mike Laverty
Updated over a week ago

Online Reviews - some are not viewable

1, 2, and 3-star reviews do not go online
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Written by Mike Laverty
Updated over a week ago

Phone number - adding a second one to a customer

Add a second mobile phone number to receive text messages
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Written by Mike Laverty
Updated over a week ago

Preparing for your NYSDEC Report submission

Instructions on how to submit your annual pesticide use report
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Written by Mike Laverty
Updated over a week ago

Service Locations - how to set up different locations in one account & manage the service location status

For customers who have two or more locations, manage all service locations in one customer account
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Written by Erin O'Hara
Updated over a week ago

Shared Notes & Documents

Add Notes & Documents to a customer's account for viewing on the Customer Portal
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Written by Mike Laverty
Updated over a week ago

Show All Changes Auditing

See the history of updates to just about anything
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Written by Mike Laverty
Updated this week

Tags - getting started

Tags are words you use for grouping customers together
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Written by Mike Laverty
Updated over a week ago

Tags - special purposes

Use Tags to identify special requests such as credit limit
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Written by Mike Laverty
Updated over a week ago

Tags - using in an email marketing campaign

Use tags to focus your email marketing campaigns to specific customers
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Written by Mike Laverty
Updated over a week ago

Text messages - customer isn't receiving

The phone 'type' selected must be Mobile
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Written by Mike Laverty
Updated over a week ago

Text response confirmations - customer must reply with the word confirm

Not C, not Yes, not Oke Doke...
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Written by Mike Laverty
Updated over a week ago

Weather Delay - tell your customers you can't perform exterior service

Mass emailing many customers can be faster than calling
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Written by Mike Laverty
Updated over a week ago