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Best Fit Scheduling

All Fieldwork accounts have access to the Best Fit Scheduling feature when creating a new work order for an existing or new customer. Accounts that have access to the mapping feature can further optimize appointments using the work pool feature.  When creating a new work order (after you have selected or entered a customer with a service address)…

Autofill PDF Forms & Contracts 

Fieldwork Accounts that have access to the PDF forms feature can create contracts, inspection forms and WDI reports + autofill the fillable documents with Company, Customer, and Default information. 1. Through your Settings icon, go to PDF Forms and upload your contract or document OR select one from our database. 2. Name your form and Save/Update 3.…

Customer Portal CC page Update

As of today, all Fieldwork Accounts have access to a new Text Box that appears in the Customer Portal’s Credit Card page.  This can be used as an Authorization to auto-run cards on file, or as a Disclaimer Text Box where you can create a customized message to your customers that will fit your Company’s Credit Card on-file policy. The…

Smart Folders

  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…

Create One Payment For All Open Invoices

About one month ago, we improved the payment feature so you have the ability to pay multiple invoices with one payment. By now, you have used the new bulk payment feature on multiple occasions and I am highlighting it in this week’s Feature Friday to point out the details. Now you can…. View all open invoices in the payment window…

Deleting vs. Deactivating User Accounts

Parting ways with employees often leads business owners directly to the DELETE button to deny the user’s access to Fieldwork. This is not the best option for terminated technicians. If your employee was a licensed technician, consider using the DEACTIVATE button instead.  Once deactivated, the user will receive a message that they no longer have access to the system and…

Appointment Reminders : Feature Update

Just created or rescheduled a work order?  Send an appointment reminder on demand. In Fieldwork, the new Send Reminder button on the EDIT work order page will email and / or text your customers the Appointment reminder message immediately. (this feature must be enabled in your company settings to see the button) Your automated reminders still work as-is,…

CRITICAL INFORMATION: Service Cancellation Reasons

When customers cancel, ask why. In Fieldwork, the new Cancellation Reasons feature enables you to define, report, and measure cancellation rates and reasons. This feedback is critical to the success of your company and will allow you to update internal processes or improve technician training based on the information you receive.

Troubleshooting your Internet Connection

CHECK YOUR INTERNET SPEED NOW   Maintaining a stable Internet connection is more important for companies than ever before. When using Fieldwork, you will receive a notice at the top of your web page when the connection is dropped, even if it is momentary. Possible reasons why your Internet connection is unstable: Web browser issues Reset your…

New Year, New Features!

The new Marketing section in your Fieldwork account enables you to create Mass Email Campaigns for your existing contacts and also tracks Direct Mail Marketing Campaigns for new leads. Choosing the best communication method (email vs. direct mail) is most dependent on the Return On Investment (ROI) and overall effectiveness as it relates to your target market. Now that creating email campaigns is…