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Settings - Company Setup

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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