Settings - Company Setup

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30 articles in this collection
Written by Erin O'Hara and Mike Laverty

Settings - Account Documents

Upload Business License, Applicator's License and other documents to the customer portal
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Written by Mike Laverty
Updated over a week ago

Settings - Appointment Reminders

Create multiple appointment reminders that can be sent via email and/or text message.
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Written by Mike Laverty
Updated this week

Appointment Reminders - Send same day text reminders

Send a text message to customers when tech starts day, send a text message to notify next customer after prior Work Order is completed
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Written by Mike Laverty
Updated over a week ago

Settings - Arrival Time Windows

Create a fixed arrival time window or a relative time window relative to the start time of the Work Order
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Written by Mike Laverty
Updated over a week ago

Settings - Billing & Subscription

Manage your monthly subscription to Fieldwork
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Written by Mike Laverty
Updated over a week ago

Settings - Billing Terms

When does the customer pay?
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Written by Mike Laverty
Updated over a week ago

Settings - Branches

For multiple office locations or separating services
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Written by Mike Laverty
Updated over a week ago

Settings - Calendar & Time

Configure your Calendar date and time settings
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Written by Mike Laverty
Updated over a week ago

Settings - Cancellation Reasons

Define reasons why customers cancel their service
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Written by Mike Laverty
Updated over a week ago

Settings - CC Payments (Stripe)

Auto Pay invoices and take credit card payments on our mobile app through Stripe
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Written by Mike Laverty
Updated over a week ago

Settings - Company Information

This is the primary settings for your company
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Written by Mike Laverty
Updated over a week ago

Settings - Contact Forms

Request service on the Customer Portal (existing customers), or on your website (New Customers)
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Written by Mike Laverty
Updated over a week ago

Settings - Custom Fields

Customize a few tidbits of information from the customer
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Written by Mike Laverty
Updated over a week ago

Settings - Customers

Set how you interact with your customers through Fieldwork
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Written by Mike Laverty
Updated over a week ago

Settings - Customer Portal - 1 of 2

Configure the Customer Portal for customers to view their account and pay online
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Written by Mike Laverty
Updated over a week ago

Settings - Document Templates

Create Work Order and Invoice templates for consistent content and emails
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Written by Mike Laverty
Updated over a week ago

Settings - Estimates

Create an email template for your estimates
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Written by Mike Laverty
Updated over a week ago

Settings - Invoices

Create the parameters for your Invoices
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Written by Mike Laverty
Updated over a week ago

Settings - Late Payment Reminders

How to create email and text message reminders for overdue invoices
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Written by Mike Laverty
Updated over a week ago

Settings - Online Reviews

Capture service ratings for each completed service and prompt clients to post online reviews on your review site of choice.
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Written by Erin O'Hara
Updated over a week ago

Settings - Payment Methods

Choose the payment methods you want to use
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Written by Mike Laverty
Updated over a week ago

Settings - PDF Forms

Customize your services through fillable PDF forms
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Written by Mike Laverty
Updated over a week ago

Settings - QuickBooks Online and Common QuickBooks Errors

We sync to QuickBooks Online, not to QuickBooks Desktop
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Written by Mike Laverty
Updated this week

Settings - Services

Create and modify the services you perform
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Written by Mike Laverty
Updated over a week ago

Settings - Tags

A label attached to customer to group similar customer traits, services or locations
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Written by Mike Laverty
Updated over a week ago

Settings - Task Types

Create Task Types for the most common tasks
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Written by Mike Laverty
Updated over a week ago

Settings - Tax Rates

Define your tax rates based on zip code
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Written by Mike Laverty
Updated over a week ago

Settings - Work Orders

Create the parameters for your Work Orders
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Written by Mike Laverty
Updated over a week ago

Settings - Work Order Statuses

Create statuses to match your work flow
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Written by Mike Laverty
Updated over a week ago

Settings - Work Order Templates

Create the templates for your Work Orders for consistency
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Written by Mike Laverty
Updated over a week ago