General Q & A
By Beau and 2 others3 authors45 articles
- Fieldwork APIs
- Zapier - What is it and how to ConnectConnect your apps and automate workflows
- Why should I use your pest control company?What to say when a potential customer asks you that question
- Startup plan featuresSee what the Startup plan offers by reviewing these articles and videos
- Business plan featuresSee what the Business plan offers by reviewing these articles and videos
- Fieldwork User Suggestions & FeedbackMake your suggestions for improving Fieldwork!
- The BUTTON TEXT PlaceholderEnhance your email messages with a customized Button
- TasksManage your team's to-do list with the Fieldwork Task feature.
- Avery labels - print only specific customersDo a mail merge from the Customer List report
- Bar codes - where can I get them?You can get QR Codes from Fieldwork
- Brother mobile printer - asking for a passwordIt's the model number and the last 5 digits of the serial number
- California Monthly Summary Use Report Codes and RulesCalifornia Code 10 = Structural Pest Control
- Dashboard Widgets - click the refresh circle to updateThis makes our software go faster for you
- Dashboard - what does the Events Bell doFlagged Work Orders, Pest Sightings submitted by customer, Overdue Tasks
- Document Templates - how to create a new oneCreate templates to streamline Work Orders, Invoices, and more
- File formats supported in FieldworkPDF, JPG, PNG, DOC (word), XLS (excel)
- How Placeholders workPlaceholders automatically pre-fill emails to customers
- How to attach a picture to your Intercom conversationSending us a picture is worth a 1000 words
- How to see past Intercom Conversations
- How to track material usage in FieldworkSet up Fieldwork to track material usage for individual customers and in your reports
- Does Fieldwork integrate with Xero accounting software?Yes, with Zapier
- Licensed in 2 states - license field holds only 1 numberAdding a second state to your user profile
- Materials - how to add additional active ingredientsIt is a good idea to document all active ingredients
- Notes - where they goAnd which ones the customer can see, which ones the tech can see...
- Obtaining QR codes with your company name on itThere are many websites where you can order them
- Our address changed - it's not accurately reflected on Invoices & Work OrdersUpdate the branch address, too
- PDF files - Activate PDF FormDoesn't do anything when I click the button
- Property Types and their Target AreasSample entries for applying a Material location
- QuickBooks - showing invoices deleted from FieldworkRemove Deleted Records Automatically
- QuickBooks Error - String length is either shorter or longer...It's probably the phone number field
- QuickBooks error - The name supplied already exists...The name supplied already exists. : Another customer is already using this name. Please use a different name.
- QuickBooks Error - TxnID Cannot Be LinkedWhat to do when you receive an error stating “TxnID Cannot Be Linked” when syncing with QuickBooks Online
- Sales tax mergeCombine tax rate names that have the same tax percentage into one tax rate name
- Sample ConditionsFood debris field between kitchen and living room sofa
- Sample RecommendationsSweep up that food debris field from the kitchen to the living room sofa!
- Smart Folders - how to useA great time-saving tool for searching for data you constantly analyze and review on a daily basis
- Stripe & PayPal fees - where to viewLog in to your Stripe or PayPal account
- System status for QuickBooks, Apple, Stripe, Google, Intercom and YahooCheck these locations to see if they're operating correctly
- Target Areas - how to add additionalSettings/Property Types & Target Areas
- Templates - how many can I create or add?Templates help to streamline and automate fields
- Tip$ - where should techs record themIn the Work Order, private notes
- User roles - designed to be limitedRoles also limit what the user can see in Fieldwork
- Heat Map - How does it affect my diagrams?Heat map is a feature that can change the colors of the Devices used in a Diagram when displayed in the Customer Portal
- Error Message - Service agreement reminders document template name has already been takenWhen editing a Service Agreement's renewal notices. 'The Service agreement reminders document template name has already been taken'
- Fieldwork API Datafields listed in A-Z orderA list of API Datafields listed in alphabetical order