Work settings help standardize how records are created, sent, completed, and billed. Review these settings before rolling Fieldified out to the whole team.
Core settings
Start with:
- Company Settings for company details and defaults.
- Business Profile for client-facing business information.
- Products and Services for reusable line items.
- Custom Fields for extra record data.
- Email Templates for outgoing messages.
Request settings
Use request settings to support intake, request forms, assessment details, and custom fields. Client-facing request workflows are managed from Client Hub.
Quote settings
Use quote settings to support deposits, payment schedules, contract disclaimers, optional work, and quote email templates.
For bidding workflows, review Bidding Settings.
Job settings
Use job settings to standardize job forms, visit expectations, custom fields, and invoicing behavior.
Manage forms in Checklists.
Invoice settings
Use invoice settings to standardize due dates, visibility, client messages, contract disclaimers, and payment follow-up.