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Estimates & Work Orders
Estimates & Work Orders
Erin O'Hara avatarBeau O'Hara avatar
2 authors62 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 Orders to another day or routeSales > Work Orders > Move Work Orders
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 mobileHow 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