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Knowledge Base
Importing/ Exporting Data
FAQs
- How do I contact Customer Support?
- Why is the location of my client not displaying on the map?
- Can I log in to the Admin Site using my Fieldworker login? And vice versa?
- Can I access the Admin Site from a tablet?
- Can my customers view their job history, manage their billing and request services online?
- Why are my Emails not received?
Managing Users
- How do I add a Clock In/Out time?
- How do I adjust my Work subscription?
- How do I create an appointment?
- How do I edit Clock In/Out times?
- How can I schedule time off?
- How do I change my password?
Setting Up My Account
Overviews
- Client Equipment Overview
- Work Classic App Overview
- Work Mobile App Overview
- Quotes Overview
- Scheduler Overview
- Jobs Overview
Managing Document Templates
Scheduler
Quotes
Recurring Jobs
- How do I stop a Job from recurring?
- How do I edit my recurrence pattern?
- How do I edit my Recurring Jobs?
- How do I find Parent Jobs?
- What are "parent" and "child" Jobs?
- What information will copy to my Recurring Jobs?
Managing Jobs
- How do I create a Job custom field?
- How do I link client equipment to a Job?
- How do I link client equipment to a Task?
- How do I view archived Jobs?
- How do I un-archive a Job?
- How do I archive a Job?
Job Basics
Jobs FAQs
- How do I set up Job Start/Finish Sub Questions?
- How do I set up Job Start/Finish Questions?
- How do I delete a Job Status?
- Can I change the name or image of a Job Status?
- How do I create a new Job Status?
- What does each Job Status mean?
Items
- Will a price increase affect my previous Invoice amounts?
- How does Auto Add Labor work?
- How do I set up a tax rate?
- How do I organize my items using Tags?
- How do I update the price of an item?
- How do I create an item in Work?
Invoicing
- Does Work offer credit card processing on Invoices?
- How do I send statements to my clients?
- How do I remove jobs from a Batch Invoice?
- How do I send customers more than one invoice?
- How do I record a payment for an invoice?
- How do I add labor to an Invoice?
Fieldworker Location
Work Classic App
- How do I assign Fieldworkers to their Reveal Vehicles?
- Offline Mode
- How do I Receive Payments on Work Classic App?
- Lifecycle of a Job in the App
- What mobile devices can I use with the Work Classic?
- How do I check my Work Classic App version?
Work Mobile App
- How does Work Mobile App interact with Reveal?
- What can fieldworkers do in offline mode?
- Work Mobile App FAQs
- How do I download the Work Mobile App?
- What is the difference between Work Classic App and Work Mobile App?
- What is the current version of the Work Mobile App?
Work Mobile App How-To
- How do I answer Job Start/Finish Questions on Work Mobile?
- How can I record payments in the field?
- How can I invoice from the field?
- How can I capture a signature from my customer?
- How do I add a new Item from the field?
- How do take photos on a Job with Work Mobile?
Verizon Connect Reveal
Other Integrations
QuickBooks Desktop
- Which income account do I select for the sync?
- FAQs: QuickBooks Desktop Sync
- Troubleshooting QuickBooks Desktop Sync
- What information syncs with QuickBooks Desktop?
- Getting Started with QuickBooks Desktop Sync
- QuickBooks Desktop Sync: How to find your data file
QuickBooks Online
- Why can't I see my preferred QuickBooks Online Income Account when syncing?
- Can I sync my sub-customers into Work?
- FAQs - QuickBooks Online
- Troubleshooting QuickBooks Online
- What information syncs with QuickBooks Online?
- Getting Started with QuickBooks Online Sync