The Work section is where client inquiries become paid work. It connects the operational flow from a new request through quoting, scheduling, job completion, invoicing, payments, expenses, and labor tracking.
The Fieldified work flow
Most teams use this flow:
- Capture the inquiry as a request.
- Schedule an assessment if the team needs to inspect the work.
- Convert the request into a quote or job.
- Send the quote and collect approval.
- Convert the approved quote into a job.
- Schedule job visits and complete job forms.
- Track labor, expenses, and job profitability.
- Create and send an invoice.
- Collect payments and review receivables.
The main work areas are available from Requests, Quotes, Jobs, and Invoices.
Records stay connected
Fieldified keeps related work connected so your team can move without retyping the same details. A request can feed a quote or job, a quote can feed a job, and a job can feed one or more invoices. Notes, attachments, products, services, custom fields, and schedule details help preserve context as the record moves forward.
Settings that shape work
Before your team starts using the workflow heavily, review:
- Products and Services for reusable line items.
- Custom Fields for required operational details.
- Checklists for job forms and assessment forms.
- Email Templates for client-facing messages.
- Roles and Permissions for access control.
Reports for work
Use Reports to review performance, conversion, receivables, labor, expenses, and checklist completion.