Field Service settings

Preferences, billing, job types, checklists, skills and areas, SLA, customer messages and jobs from sales.

Go to Settings (admins).

• Preferences - job and contract number prefixes, working days and hours, what a job needs to be completed (signature, photo), your base address.
• Billing & parts - the labour rate, rounding, the minimum charge, billing travel, parts from vans.
• Job types - length, colour, checklist, skill needed, fixed price, SLA time and the service item used on invoices.
• Checklists - build forms with sections, tick boxes, yes / no, text, numbers with a unit, choices, dates and photos; mark fields required.
• Skills & service areas (Professional) - areas match a job by postal code (or its start) or city.
• SLA & response times (Professional) - done-within hours by priority.
• Customer messages and Booking page & portal - see Online booking and the customer portal.
• Jobs from sales (Professional) - items that make a job when sold on an invoice or sale order.
• Custom fields - your own fields on jobs and equipment.
• Workflow rules, API & webhooks, Custom roles and the Audit log - see Automation and API.
• Import - customers, equipment and jobs from a CSV file.