Settings - Company Setup
Settings - Account DocumentsUpload Business License, Applicator's License and other documents to the customer portal
Settings - Appointment RemindersCreate multiple appointment reminders that can be sent via email and/or text message.
Appointment Reminders - Send same day text remindersSend a text message to customers when tech starts day, send a text message to notify next customer after prior Work Order is completed
Settings - Arrival Time WindowsCreate a fixed arrival time window or a relative time window relative to the start time of the Work Order
Settings - Billing & SubscriptionManage your monthly subscription to Fieldwork
Settings - Billing TermsWhen does the customer pay?
Settings - BranchesFor multiple office locations or separating services
Settings - Calendar & TimeConfigure your Calendar date and time settings
Settings - Cancellation ReasonsDefine reasons why customers cancel their service
Settings - CC Payments (Stripe)Auto Pay invoices and take credit card payments on our mobile app through Stripe
Settings - Company InformationThis is the primary settings for your company
Settings - Contact FormsRequest service on the Customer Portal (existing customers), or on your website (New Customers)
Settings - Custom FieldsCustomize a few tidbits of information from the customer
Settings - CustomersSet how you interact with your customers through Fieldwork
Settings - Document TemplatesCreate Work Order and Invoice templates for consistent content and emails
Settings - EstimatesCreate an email template for your estimates
Settings - InvoicesCreate the parameters for your Invoices
Settings - Late Payment RemindersHow to create email and text message reminders for overdue invoices
Settings - Online ReviewsCapture service ratings for each completed service and prompt clients to post online reviews on your review site of choice.
Settings - Payment MethodsChoose the payment methods you want to use
Settings - PDF FormsCustomize your services through fillable PDF forms
Settings - QuickBooks Online and Common QuickBooks ErrorsWe sync to QuickBooks Online, not to QuickBooks Desktop
Settings - ServicesCreate and modify the services you perform
Settings - TagsA label attached to customer to group similar customer traits, services or locations
Settings - Task TypesCreate Task Types for the most common tasks
Settings - Tax RatesDefine your tax rates based on zip code
Settings - Work OrdersCreate the parameters for your Work Orders
Settings - Work Order StatusesCreate statuses to match your work flow
Settings - Work Order TemplatesCreate the templates for your Work Orders for consistency
Settings - Payment FeesAutomate credit card processing fees and late payment fees
Service Type MergeCombine, Merge or Consolidate service types to reduce the number of services.