Estimates & Work Orders

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62 articles in this collection
Written by Mike Laverty

Add a line item with a one-time charge on a reccurring service

Edit the specific Work Order (not the series)
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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
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Written by Mike Laverty
Updated over a week ago

Attaching a Work Order Template to a Work Order

Streamline consistency across similar work orders
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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
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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
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Written by Mike Laverty
Updated over a week ago

Bi-Monthly vs Semi-Monthly scheduling

Which is twice a month vs every two months?
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Written by Mike Laverty
Updated over a week ago

Bulk move Work Orders to another day or route

Sales > Work Orders > Move Work Orders
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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
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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
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Written by Mike Laverty
Updated over a week ago

Disconnected from series

This happens when you edit individual Work Orders rather than the series
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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
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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
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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
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Written by Mike Laverty
Updated over a week ago

Estimate does not save after Accepting

Remove text from PO# box
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Written by Mike Laverty
Updated over a week ago

Estimates - how to accept

Accepted estimates become Work Orders
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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
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Written by Mike Laverty
Updated over a week ago

"Hide invoice information for new Work Orders by default"

The default setting
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Written by Mike Laverty
Updated over a week ago

Hourly table & thermometer bar - how to see in existing Work Orders

You can't
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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...
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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...
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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
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Written by Mike Laverty
Updated over a week ago

Material usage - adding locations

Sometimes Fieldwork gives the option to add locations, sometimes not
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Written by Mike Laverty
Updated over a week ago

PDF files - how to add to Fieldwork

Upload yours or download ours
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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
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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
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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
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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
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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
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Written by Mike Laverty
Updated over a week ago

Sales > Work Orders...

So many "How to" things are done here
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Written by Mike Laverty
Updated over a week ago

Scheduling a service every 3 weeks

Go to the Work Order, Schedule tab
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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
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Written by Mike Laverty
Updated over a week ago

Series - how to remove the whole thing

Click the Cancel button
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Written by Mike Laverty
Updated over a week ago

Series - how to restore a Cancelled series

Restore a series of Work Orders
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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
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Written by Mike Laverty
Updated over a week ago

Services - dollar amount is $0.00

Check Services and Work Order templates in Settings
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Written by Mike Laverty
Updated over a week ago

Services - finding incomplete or missed Work Orders

Go to Sales > Work Orders to find them
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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
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Written by Mike Laverty
Updated over a week ago

Techs - need two or more on same job

Do not Complete & Exit
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Written by Mike Laverty
Updated over a week ago

Trend Report shows activity from deleted Work Orders

Change the status from Complete
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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
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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
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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
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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
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Written by Mike Laverty
Updated over a week ago

Work Orders - how to view a signature

Open the Work Order, and click Print
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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
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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
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Written by Mike Laverty
Updated over a week ago

Work Orders - is the number the same as the invoice?

Yes and no
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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
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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
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Written by Mike Laverty
Updated over a week ago

Work Orders - where to create

From Sales > Work Orders, Customer's account, or the Calendar
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Written by Mike Laverty
Updated over a week ago

Work Orders - who created it

Run the Work Order Production report
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Written by Mike Laverty
Updated over a week ago