Work settings overview
Work settings define account-wide behavior for quotes, jobs, visits, invoices, and statements.
Open Company Settings and select the work or workflow settings area.
Review existing records after changing a default. Some settings apply immediately to active work, while others are used only when a new record or document is created.
Quote reminders
Quote reminders prompt a team member to follow up on a sent quote that has not moved forward.
These are internal schedule reminders. They do not send a message to the client.
To configure them:
- Enable quote reminders.
- Enter the number of days after a quote is sent.
- Save.
The reminder is assigned according to the configured owner, commonly the person who created the quote.
Use automated quote follow-ups separately when Fieldified should email or text the client.
Job arrival windows
An arrival window tells a client when the team expects to arrive without promising one exact minute.
Select a default duration, such as:
- None
- 15 minutes
- 30 minutes
- 1 hour
- 2 hours
- 3 hours
- 4 hours
Then choose how the window relates to the scheduled start time.
Start at the scheduled time
A two-hour window on a 9:00 AM visit runs from 9:00 AM to 11:00 AM.
Center on the scheduled time
A two-hour window centered on 9:00 AM runs from 8:00 AM to 10:00 AM.
Select None to turn off the account-wide default.
Changing the default can affect active jobs and visits. Review client reminders and booking confirmations after changing it.
Customize schedule titles
Schedule-title templates control the information shown on calendar items.
Available variables can include:
- Client full name
- Client last name
- Job number
- Job title
- Street address
- City
- State or province
- Postal code
- Client phone number
For example:
{{CLIENT_NAME}} - {{JOB_TITLE}} - {{CITY}}Paste the required variables into the visit-title template, then save.
Desktop and mobile layouts can present the same values differently because mobile uses a smaller display. Open a visit to see details that do not fit in its schedule label.
Avoid placing sensitive access instructions or private client details in a schedule title.
Invoice defaults
Invoice settings can control:
- Default subject
- Whether a quote or job title becomes the subject
- Default payment terms
- Invoice-reminder ownership
These values reduce repetitive entry but can still be reviewed on individual invoices.
See Set Invoice Payment Terms for due-date behavior.
Statement defaults
Choose whether statement transactions appear newest-first or oldest-first.
Add a statement note, contract, or disclaimer when every generated statement should include the same text.
Review legal and payment language before publishing it as an account-wide default.
Chemical tracking
Enable chemical records for businesses that document pesticide or chemical applications.
Complete licensing, applicator, chemical, mixture, and reporting setup in Chemical Tracking.
See Configure and Record Chemical Applications for the full workflow.
Verify changes
After updating work defaults:
- Create a test quote and confirm its reminder behavior.
- Review the arrival window on a test visit.
- Check the calendar title on desktop and mobile.
- Create a draft invoice and verify its subject and terms.
- Generate a statement preview.
- Confirm affected roles still have the required access.