General Q & A

Beau O'Hara avatar Mike Laverty avatar
42 articles in this collection
Written by Beau O'Hara and Mike Laverty

Zapier - What is it and how to Connect

Connect your apps and automate workflows
Beau O'Hara avatar
Written by Beau O'Hara
Updated over a week ago

Why should I use your pest control company?

What to say when a potential customer asks you that question
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Startup plan features

See what the Startup plan offers by reviewing these articles and videos
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Business plan features

See what the Business plan offers by reviewing these articles and videos
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Pro plan features

See what the Pro plan offers by reviewing these articles and videos
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Fieldwork User Suggestions & Feedback

Make your suggestions for improving Fieldwork!
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

The BUTTON TEXT Placeholder

Enhance your email messages with a customized Button
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Tasks

Manage your team's to-do list with the Fieldwork Task feature.
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Avery labels - print only specific customers

Do a mail merge from the Customer List report
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Bar codes - where can I get them?

You can get QR Codes from Fieldwork
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Written by Mike Laverty
Updated over a week ago

Brother mobile printer - asking for a password

It's the model number and the last 5 digits of the serial number
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

California Monthly Summary Use Report Codes and Rules

California Code 10 = Structural Pest Control
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Dashboard Widgets - click the refresh circle to update

This makes our software go faster for you
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Dashboard - what does the Events Bell do

Flagged Work Orders, Pest Sightings submitted by customer, Overdue Tasks
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Document Templates - how to create a new one

Create templates to streamline Work Orders, Invoices, and more
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

File formats supported in Fieldwork

PDF, JPG, PNG, DOC (word), XLS (excel)
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

How Placeholders work

Placeholders automatically pre-fill emails to customers
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Written by Mike Laverty
Updated over a week ago

How to attach a picture to your Intercom conversation

Sending us a picture is worth a 1000 words
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

How to see past Intercom Conversations

Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

How to track material usage in Fieldwork

Set up Fieldwork to track material usage for individual customers and in your reports
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Does Fieldwork integrate with Xero accounting software?

Yes, with Zapier
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Licensed in 2 states - license field holds only 1 number

Adding a second state to your user profile
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Materials - how to add additional active ingredients

It is a good idea to document all active ingredients
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Written by Mike Laverty
Updated over a week ago

Notes - where they go

And which ones the customer can see, which ones the tech can see...
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Written by Mike Laverty
Updated over a week ago

Obtaining QR codes with your company name on it

There are many websites where you can order them
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Our address changed - it's not accurately reflected on Invoices & Work Orders

Update the branch address, too
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

PDF files - Activate PDF Form

Doesn't do anything when I click the button
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Property Types and their Target Areas

Sample entries for applying a Material location
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

QuickBooks - showing invoices deleted from Fieldwork

Remove Deleted Records Automatically
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Written by Mike Laverty
Updated over a week ago

QuickBooks Error - String length is either shorter or longer...

It's probably the phone number field
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Written by Mike Laverty
Updated over a week ago

QuickBooks error - The name supplied already exists...

The name supplied already exists. : Another customer is already using this name. Please use a different name.
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Written by Mike Laverty
Updated over a week ago

QuickBooks Error - TxnID Cannot Be Linked

What to do when you receive an error stating “TxnID Cannot Be Linked” when syncing with QuickBooks Online
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Sales tax merge

Combine tax rate names that have the same tax percentage into one tax rate name
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago

Sample Conditions

Food debris field between kitchen and living room sofa
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Written by Mike Laverty
Updated over a week ago

Sample Recommendations

Sweep up that food debris field from the kitchen to the living room sofa!
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Written by Mike Laverty
Updated over a week ago

Smart Folders - how to use

A great time-saving tool for searching for data you constantly analyze and review on a daily basis
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Written by Mike Laverty
Updated over a week ago

Stripe & PayPal fees - where to view

Log in to your Stripe or PayPal account
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Written by Mike Laverty
Updated over a week ago

System status for QuickBooks, Apple, Stripe, Google, Intercom and Yahoo

Check these locations to see if they're operating correctly
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Written by Mike Laverty
Updated over a week ago

Target Areas - how to add additional

Settings/Property Types & Target Areas
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Written by Mike Laverty
Updated over a week ago

Templates - how many can I create or add?

Templates help to streamline and automate fields
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Written by Mike Laverty
Updated over a week ago

Tip$ - where should techs record them

In the Work Order, private notes
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Written by Mike Laverty
Updated over a week ago

User roles - designed to be limited

Roles also limit what the user can see in Fieldwork
Mike Laverty avatar
Written by Mike Laverty
Updated over a week ago