Summary
Configuring your company information is the first step to using Fieldwork. Here you will enter your company name, address, phone number, email, and many other items so your customers can contact you.
Key Points
Enter information about your company
If you're going to use the Customer Portal, enter the credit card disclaimer
If you have a PayPal account link Fieldwork to that account
Not all of the entries are necessary, but you should enter at least the following:
Company name
Business address
Phone number
Email address
Time Zone
Outgoing Email
Click the Settings gear icon in the upper-right corner of the Dashboard
2. On the left side of the drop-down list, click Company Information
3. Enter your company name.
4. Enter your Address, City, State/Province, and Postal Code; this will be used on all your outgoing documents. Entering an address is also linked to your location on the Calendar map.
5. Proceed through Phone, Fax, Web Address, Applicators License#, Business
License#, and Tax ID.
6. To put your logo in your Estimates, Work Orders, and Invoices, click the Select
button.
7. Find your logo on your computer and click Upload; your logo will appear at the center-top of your documents
To change the Header Color:
Click the box to the right of the Header Color
8. Click the box to the right of the header color and click your mouse on the right side of the color spectrum where the color matches your company color; then click the left side to zero in on a specific color; this will be the color of your Dashboard and Online Customer Portal
9. Continue entering your Time Zone, Currency Symbol, and Show distance in.
10. Type your Outgoing Email address; this will be the from and reply to email for all
outgoing emails from Fieldwork.
11. Select CC: (Carbon Copy) so the above email address will be included in your
Estimate, Work Order, Invoice, and emails so you also get a copy of it
12. Type your Outgoing SMS phone number; this will be the from a
Your account comes with a free Online Customer Portal. Your customers can log in and view their service history, pay invoices online, and view device trend reports.
14. For the Credit card portal message, enter the text for the message on the portal
that explains that customers authorize your company to charge the credit card for unpaid or overdue invoices
15. If you have a PayPal account, enter your PayPal email address or Merchant ID.
Note: If you decide later not to use PayPal, just remove your PayPal Merchant ID
or email address
16. Click the word 'here' in the box below to set your IPN (Instant Payment
Notification) URL in your PayPal account; otherwise, invoices will not be updated
17. Click Save at the bottom of the screen
Also watch this video:
Continue on to Users & Routes - getting started