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Estimates & Work Orders
Estimates & Work Orders
66 articles in this collection
Written by
Mike Laverty
Adding a photo to a Work Order in the browser
Add a picture of the house for a tech's first visit or add trap maps
Written by
Mike Laverty
Updated over a week ago
Add a line item with a one-time charge on a reccurring service
Edit the SPECIFIC work order (not the series)
Written by
Mike Laverty
Updated over a week ago
Attaching a Work Order Template to a Work Order
Streamline consistency across similar work orders
Written by
Mike Laverty
Updated over a week ago
Arrival Time Windows
Create a fixed arrival time window or a relative time window relative to the start time of the Work Order
Written by
Mike Laverty
Updated over a week ago
Attaching Material Labels and SD Sheets to a Work Order email
Take four steps to include them
Written by
Mike Laverty
Updated over a week ago
Billing frequency - how to split for correct Production Value
Modify the production value of the Work Order
Written by
Mike Laverty
Updated over a week ago
Bi-Monthly vs Semi-Monthly scheduling
Which is twice a month vs every two months?
Written by
Mike Laverty
Updated over a week ago
Bulk move Work Orders to another day or route
Sales > Work Orders > Move Work Orders
Written by
Mike Laverty
Updated over a week ago
Changing a price in a Work Order does not reflect in the Invoice
Update the Invoice
Written by
Mike Laverty
Updated over a week ago
Device IDs - How to label Device IDs for easier viewing in a Work Order
AKA how to keep an auditor happy
Written by
Mike Laverty
Updated over a week ago
Disconnected from series
This happens when you edit individual Work Orders rather than the series
Written by
Mike Laverty
Updated over a week ago
Display Next Service Date
Let your customers know who can it be knocking at their door
Written by
Mike Laverty
Updated over a week ago
Entering a price increase
How to increase a price for one-time Work Orders or a series
Written by
Mike Laverty
Updated over a week ago
Error Message - Line items price is not a number
When creating a Work Order
Written by
Mike Laverty
Updated over a week ago
Estimate does not save after Accepting
Remove text from PO# box
Written by
Mike Laverty
Updated over a week ago
Estimates - how to accept
Accepted estimates become Work Orders
Written by
Mike Laverty
Updated over a week ago
Estimates - how to get to Invoice
An estimate begets a work order, which begets an invoice
Written by
Mike Laverty
Updated over a week ago
"Hide invoice information for new Work Orders by default"
The default setting
Written by
Mike Laverty
Updated over a week ago
Hourly table & thermometer bar - how to see in existing Work Orders
You can't
Written by
Mike Laverty
Updated over a week ago
How to create a Daily Work Order Series
Create a recurring appointment that automatically schedules every day
Written by
Mike Laverty
Updated over a week ago
How to create a Weekly Work Order Series
Create a recurring appointment that automatically schedules every week
Written by
Mike Laverty
Updated over a week ago
How to create a Monthly Work Order Series
Create a recurring appointment that automatically schedules every month
Written by
Mike Laverty
Updated over a week ago
How to create a Bi-Monthly Work Order Series
In our system, bi-monthly is every other month
Written by
Mike Laverty
Updated over a week ago
How to create a Quarterly Work Order Series
Create a recurring appointment that automatically schedules every quarter
Written by
Mike Laverty
Updated over a week ago
How to create a Tri-Annual Work Order Series
Create a recurring appointment that automatically schedules every four months
Written by
Mike Laverty
Updated over a week ago
How to create a Semi-Annual Work Order Series
Create a recurring appointment that automatically schedules every six months
Written by
Mike Laverty
Updated over a week ago
How to create a Seasonal Work Order Series
Create a recurring appointment that automatically schedules by seasonality
Written by
Mike Laverty
Updated over a week ago
How to create an Annual Work Order Series
Create a recurring appointment that automatically schedules once a year
Written by
Mike Laverty
Updated over a week ago
How to schedule a Quarterly and a Monthly series for the same customer
Create the Quarterly and instead of Monthly create a Seasonal
Written by
Mike Laverty
Updated over a week ago
Include a description of services in the Work Order
Document Templates > [x] Display Details for Line Items
Written by
Mike Laverty
Updated over a week ago
Inside inspection - how to document which rooms were inspected
Create devices and instead of using bar code numbers enter the locations... Bedroom, Kitchen, Basement...
Written by
Mike Laverty
Updated over a week ago
Instances when a Work Order does not appear in the Calendar
Customer not Active? Work Pool? Service Agreement Pending or Expired...
Written by
Mike Laverty
Updated over a week ago
Material Settings - have them preset in the mobile app
Create a Work Order template or edit the Series
Written by
Mike Laverty
Updated over a week ago
Material usage - adding locations
Sometimes Fieldwork gives the option to add locations, sometimes not
Written by
Mike Laverty
Updated over a week ago
Property Types - how to create
Property types are specific to the customers you service and define the target areas for the materials you use
Written by
Mike Laverty
Updated over a week ago
PDF files - how to add to Fieldwork
Upload yours or download ours
Written by
Mike Laverty
Updated over a week ago
PDF files - how to add to a Work Order
And how to fill it out in the mobile app
Written by
Mike Laverty
Updated over a week ago
Pre-editing a PDF file before the tech opens it on mobile
How not to lose the saved information
Written by
Mike Laverty
Updated over a week ago
Putting the Active Ingredient percentage in a Work Order
Edit the material name line in Settings/Materials
Written by
Mike Laverty
Updated over a week ago
'Rainbow' of tech choices in a Work Order
Create the Work Order from the customer's location page
Written by
Mike Laverty
Updated over a week ago
Sales > Work Orders...
So many "How to" things are done here
Written by
Mike Laverty
Updated over a week ago
Scheduling a service every 3 weeks
Go to the Schedule tab
Written by
Mike Laverty
Updated over a week ago
Send photos from a Work Order to a different email address
Create a new document template for the photos
Written by
Mike Laverty
Updated over a week ago
Series - how to remove the whole thing
Click the Cancel button
Written by
Mike Laverty
Updated over a week ago
Series - how to recover a deleted series
Recover a series of Work Orders
Written by
Mike Laverty
Updated over a week ago
Service categories - where to add
It's in Settings - Services, use this to group services for reporting purposes
Written by
Mike Laverty
Updated over a week ago
Services - dollar amount is $0.00
Check Services and Work Order templates in Settings
Written by
Mike Laverty
Updated over a week ago
Services - incomplete or missed
How to find them
Written by
Mike Laverty
Updated over a week ago
Setting up new devices (QR codes and barcodes)
Two ways to set them up: mobile app or customer's location page
Written by
Mike Laverty
Updated over a week ago
Techs - need two or more on same job
Do not Complete & Exit
Written by
Mike Laverty
Updated over a week ago
Trend Report shows activity from deleted Work Orders
Change the status from Complete
Written by
Mike Laverty
Updated over a week ago
Work Orders - cancelling doesn't show a reason
Create reasons why a customer would cancel
Written by
Mike Laverty
Updated over a week ago
Work Orders - change existing to a new Service Location
Create a new Work Order
Written by
Mike Laverty
Updated over a week ago
Work Orders - completed with no Invoice created
You complete a work order and it's not creating an invoice
Written by
Mike Laverty
Updated over a week ago
Work Order completion - I don't want Work Order in email sent to customer
I want to send an email with just access to the Portal
Written by
Mike Laverty
Updated over a week ago
Work Orders - creating seasonal Work Orders
For example, during the winter you might visit monthly; summer you visit weekly
Written by
Mike Laverty
Updated over a week ago
Work Order - default tech is no longer working for me
He was fired years ago but he keeps showing up in the Work Order
Written by
Mike Laverty
Updated over a week ago
Work Orders - how to make a call back
How to make a re-service order for a customer
Written by
Mike Laverty
Updated over a week ago
Work Orders - Hide Pricing
The [x] Hide pricing information on work orders option hides the invoice price (& payment) in the mobile app & on the PDF service report
Written by
Mike Laverty
Updated this week
Work Orders - how to view a signature
Open the Work Order, and click Print
Written by
Mike Laverty
Updated over a week ago
Work Orders - emails need to include Invoices
Change the global setting to send Invoices with all Work Orders
Written by
Mike Laverty
Updated over a week ago
Work Orders/Invoices - how to change the email text
Customize the text in the Work Order/Invoice email you send to customers
Written by
Mike Laverty
Updated over a week ago
Work Orders - is the number the same as the invoice?
Yes and no
Written by
Mike Laverty
Updated over a week ago
Work Orders - remove start and end times
How to keep start and end times from showing on Work Order PDFs
Written by
Mike Laverty
Updated over a week ago
Work Orders - where to create
Create Work Orders either from the Dashboard-Sales or from the customer's account
Written by
Mike Laverty
Updated over a week ago
Work Orders - who created it
Run the Work Order Production report
Written by
Mike Laverty
Updated over a week ago