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Billing Frequency Update

We are very happy to report that separating the invoice frequency from work order frequency is now possible in Fieldwork. Work Orders and Invoices were originally designed with a 1:1 ratio in Fieldwork.  However, users now have the ability to manage a (1 to many) or a (many to 1) ratio of Work Orders to Invoices. Update your existing Work Orders using the…

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Online Reviews

Online reviews are now integrated into Fieldwork! Current market research shows that consumers trust independent customer reviews more and more each day.  Often, people are going directly to the internet to read through reviews as their main source of pre-purchase information.  Businesses with more online reviews build more trust and get more new business than those that…

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Feature Friday – New Reports

This week’s Feature Friday focuses on the new and improved reports in Fieldwork. If you enjoy measuring progress and reviewing past work — you will love the upgrades in REPORTS. Accounts Receivable: Bulk Print Statements (bulk email coming soon) Sales Tax Report Detail: Sales tax detail for Paid-In-Full invoices only. Transaction History Report: A detailed…

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Document Templates

One of our most requested features is finally live… Document Templates! Enable this new feature today in your Fieldwork Company settings. What you can expect with this new feature: One printed document number.  The system will continue to internally manage work order numbers separately from the invoice numbers — but once you enable Document Templates…

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New Fieldwork Mobile Apps for Android and iOS

             Fieldwork Mobile 3.0.  What’s new? New Design:  improves efficiency and speed while reporting New Offline Sync Management: automatically senses when your connection is strong enough to sync your completed reports Credit Cards: scan new credit cards & charge existing credit cards on file Work Pool Appointments: schedule & complete from…

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Recover deleted files.

Not an exciting topic… until you’ve deleted something important. It’s happened to me.  I bet it has happened to you.  You delete a file and then realize you need it back. Fieldwork has always had the ability to restore your deleted items… but now you have the ability to review and restore deleted items yourself. The new Archived feature in…

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Transform Your Calendar

Optimize. Automate. Synchronize. The new calendar and scheduling features in Fieldwork will transform your scheduling strategy from Defense to Offense and move you beyond managing costs to increasing profits. This week, we added the ability to sync your Fieldwork Calendar to your Outlook, Google, and Apple Calendars. Simply, copy and paste the URL located in your User Settings  or download…

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Happy New Year

Cheers to a World of Good Wishes.  Happy New Year from Us.   We wish you and yours a great, prosperous, blissful, healthy, bright, delightful, energetic and extremely happy, Happy New Year! -The O’Hara’s ~2016~

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Service History vs. Work Orders Tab

UPDATE – We recently re-organized how work orders are displayed in your customer’s accounts.  Now, the Service History tab contains only work orders with a status of Complete or Missed and is no longer date sensitive. Prior to this update, this list/tab was driven by date and contained all work orders that were ‘in the past’ or dated prior to the…

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