Settings - Company Setup
By Erin and 2 others3 authors37 articles
- Settings - Account DocumentsUpload Business License, Applicator's License and General Comany Documents to the customer portal
- Settings - Appointment RemindersCreate multiple appointment reminders that can be sent via email and/or text message.
- 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 & SubscriptionChoose and manage 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 Unified)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 FormsLet customers request service from the Customer Portal or your website
- 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 - EstimatesSet up how your estimates are numbered, signed, and sent to customers.
- Settings - InvoicesSet up how your invoices are numbered, what shows up on them, and how payments are handled.
- Settings - Late Payment RemindersHow to create email and text message reminders for overdue invoices.
- Settings - Online ReviewsAsk your customers to rate each completed service, and turn happy customers into public reviews on the sites you care about most.
- Settings - Payment MethodsChoose which payment options your team can pick from when recording a payment.
- 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 manage the services your company performs.
- 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 OrdersSet the rules that control how every Work Order behaves and how Work Orders appear to your customers.
- Settings - Work Order StatusesCreate statuses that match the way your business works.
- Settings - Work Order TemplatesCreate templates so your Work Orders stay consistent and require less data entry.
- Settings - Payment FeesAutomatically add credit card processing fees, ACH fees, and late payment fees to your invoices.
- Service Type MergeCombine, Merge or Consolidate service types to reduce the number of services.
- Settings - Account SecurityManage how your account is protected and who can access it
- Settings - Add-onsAdd tools to your Fieldwork account
- Settings - Automated ArticlesSet up emails and text messages that send automatically when an event happens
- Settings - Online Booking FormsSet up the form your customers fill out when they request service from your website.
- Settings – QuickBooksConnect Fieldwork to QuickBooks Online so your customers, estimates, invoices, and payments flow over automatically.
- Settings — StatementsAutomate the monthly statements you send to customers, and set your global statement options
- Settings - Service AgreementsCreate the contract template your customers receive, review, and sign