We have add a new feature to all accounts called Smart Folders. Fieldwork’s Smart Folders allows you to save a group of customer accounts, work orders, invoices, or any group of documents under the Sales menu so you can track, organize, and find the information quickly.
A few good examples for Fieldwork’s Smart Folders in use:
- Customer Page: Filter by zipcode, city or other component of an address and a Tag, like Commercial then click SAVE and name the folder for future quick access to bulk send monthly statements
- Sales > Work Orders: Filter dates for last month with Completed status and a specific service type then click SAVE and name the folder to last month’s work
- Sales > Invoices: Filter dates for this week with a status of unpaid – bulk print all invoices and SAVE to name the folder and reference all invoices printed today.
Don’t take our word for it.
Try Fieldwork free for two weeks. No credit card required.