Agreements, Estimates & Work Orders
By Erin and 2 others3 authors63 articles
- Add a line item with a one-time charge on a reccurring serviceEdit the specific Work Order (not the series)
- Adding a photo to a Work Order in the browserAdd a picture of the house for a tech's first visit or add trap maps
- Attaching a Work Order Template to a Work OrderStreamline consistency across similar work orders
- Attaching Material Labels and SD Sheets to a Work Order emailTake four steps to include them
- Billing frequency - how to split for correct Production ValueModify the Production Value of the Work Order
- Bi-Monthly vs Semi-Monthly schedulingWhich is twice a month vs every two months?
- Bulk Move Work OrdersReschedule or reassign multiple work orders at once using the calendar map
- Changing a price in a completed Work Order does not reflect in the InvoiceUpdate the Invoice
- Device IDs - How to label Device IDs for easier viewing in a Work OrderAKA how to keep an auditor happy
- Disconnected from seriesThis happens when you edit individual Work Orders rather than the series
- Display Next Service DateLet your customers know who can it be knocking at their door
- Price IncreaseHow to increase a price for one-time Work Orders, a Work Order series, or a mass price increase by service type
- Error Message - Line items price is not a numberWhen creating a Work Order add the Unit price
- Estimate does not save after AcceptingRemove text from PO# box
- Estimates - how to acceptAccepted estimates become Work Orders
- Estimates - how to get to InvoiceAn estimate begets a work order, which begets an invoice
- "Hide invoice information for new Work Orders by default"The default setting
- Hourly table & thermometer bar - how to see in existing Work OrdersYou can't
- How to create a Daily Work Order SeriesCreate a recurring appointment that automatically schedules every day
- How to create a Weekly Work Order SeriesCreate a recurring appointment that automatically schedules every week
- How to create a Monthly Work Order SeriesCreate a recurring appointment that automatically schedules every month
- How to create a Bi-Monthly Work Order SeriesIn our system, bi-monthly is every other month
- How to create a Quarterly Work Order SeriesCreate a recurring appointment that automatically schedules every quarter
- How to create a Tri-Annual Work Order SeriesCreate a recurring appointment that automatically schedules every four months
- How to create a Semi-Annual Work Order SeriesCreate a recurring appointment that automatically schedules every six months
- How to create a Seasonal Work Order SeriesCreate a recurring appointment that automatically schedules by seasonality
- How to create an Annual Work Order SeriesCreate a recurring appointment that automatically schedules once a year
- How to schedule a Quarterly and a Monthly series for the same customerCreate the Quarterly and instead of Monthly create a Seasonal
- Include a description of services in the Work OrderDocument Templates > [x] Display Details for Line Items
- Inside inspection - how to document which rooms were inspectedCreate devices and instead of using bar code numbers enter the locations... Bedroom, Kitchen, Basement...
- Instances when a Work Order does not appear in the CalendarCustomer not Active? Work Pool? Service Agreement Pending or Expired...
- Material Settings - have them preset in the mobile appCreate a Work Order template or edit the Series
- Material usage - adding locationsSometimes Fieldwork gives the option to add locations, sometimes not
- PDF files - how to add to FieldworkUpload yours or download ours
- PDF files - how to add to a Work OrderAnd how to fill it out in the mobile app
- Pre-editing a PDF file before the tech opens it on Fieldwork Office appHow not to lose the saved information
- Property Types - how to createProperty types are specific to the customers you service and define the target areas for the materials you use
- Putting the Active Ingredient percentage in a Work OrderEdit the material name line in Settings/Materials
- 'Rainbow' of tech choices in a Work OrderCreate the Work Order from the customer's location page
- Sales > Work Orders...So many "How to" things are done here
- Scheduling a service every 3 weeksGo to the Work Order, Schedule tab
- Send photos from a Work Order to a different email addressCreate a new document template for the photos
- Series - how to remove the whole thingClick the Cancel button
- Series - how to restore a Cancelled seriesRestore a series of Work Orders
- Service categories - where to addIt's in Settings/Services, use this to group services for reporting purposes
- Services - dollar amount is $0.00Check Services and Work Order templates in Settings
- Services - finding incomplete or missed Work OrdersGo to Sales > Work Orders to find them
- Setting up new devices (QR codes and barcodes)Two ways to set them up: mobile app or customer's location page
- Techs - need two or more on same jobDo not Complete & Exit
- Trend Report shows activity from deleted Work OrdersChange the status from Complete
- Work Orders - change existing Work Order to a new Service LocationCreate a new Work Order
- Work Orders - completed with no Invoice createdYou complete a Work Order and it's not creating an invoice
- Work Order - default tech is no longer working for meBut she keeps showing up in the Work Order
- Work Orders - Hide PricingHides the invoice price (& payment) in the mobile app & on the PDF service report
- Work Orders - how to view a signatureOpen the Work Order, and click Print
- Work Orders - emails need to include InvoicesChange the global setting to send Invoices with all Work Orders
- Work Orders/Invoices - how to change the email textCustomize the text in the Work Order/Invoice email you send to customers
- Work Orders - is the number the same as the invoice?Yes and no
- Work Orders - remove start and end timesHow to keep start and end times from showing on Work Order PDFs
- Work Orders - updating completed Work Order isn't reflected in the InvoiceManually update the invoice
- Work Orders - where to createFrom Sales > Work Orders, Customer's account, or the Calendar
- Work Orders - who created itRun the Work Order Production report
- PDF files - Adding a floorplan to your forms graphHow to add a floor plan to your WDI or other Service agreement