Estimates & Work Orders

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

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

Attaching a Work Order Template to a Work Order

Streamline consistency across similar work orders

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 completed 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 add the Unit price

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

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

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

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 Work Order, 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 restore a Cancelled series

Restore 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 - finding incomplete or missed Work Orders

Go to Sales > Work Orders 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 - change existing Work Order 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 - default tech is no longer working for me

But she keeps showing up in the Work Order

Written by Mike Laverty
Updated over a week ago

Work Orders - Hide Pricing

Hides the invoice price (& payment) in the mobile app & on the PDF service report

Written by Mike Laverty
Updated over a week ago

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 - updating completed Work Order isn't reflected in the Invoice

Manually update the invoice

Written by Mike Laverty
Updated over a week ago

Work Orders - where to create

From Sales > Work Orders, Customer's account, or the Calendar

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