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Knowledge Base
Release Notes
- Week of May 27-June 3: Performance Improvements
- Week of May 20-May 26: Cookies Notification Banner
- Week of February 11-February 17: Bug Fixes
- Week of February 4-February 10: Bug Fixes
- Week of January 28-February 3: Bug Fixes
- Week of January 21-27: Expandable Notes Field
Announcements
- May 2018: Data Retention Policy Update
- April 2018: Map Update
- April 2018: New Verizon Connect Brand
- April 2018: QuickBooks Online Sync Update
- August 2017: Feature Retirement
- Fieldworker Logins on the Mobile App
A New Work Experience
Overviews
- Getting Started with Work in 3 Simple Steps
- Clients Overview
- Jobs Overview
- Scheduler Overview
- Quotes Overview
- Work Classic App Overview
Setting Up My Account
- How do I set up my account?
- How do I upload my company logo?
- How do I update which email is used to send emails from Work?
- How do I set up my job types?
- How do I add job descriptions?
- What does each job status mean?
Managing Users
- How do I create a fieldworker?
- How do I create a new Admin?
- How do I create a Restricted Admin?
- What's the difference between an Admin and Restricted Admin?
- How do I a delete a user?
- How do I create a Crew?
FAQs
- How do I report performance issues with Work?
- How secure is Work?
- How long will Work store my data?
- How can I leave feedback for Work?
- How do I give feedback on the Help Center?
- What integrations does Work support?
Importing/ Exporting Data
Video Tutorials
Job Basics
Managing Jobs
- How do I create a Job custom field?
- How do I delete a Job?
- How do I restore a deleted Job?
- How do I archive a Job?
- How do I un-archive a Job?
- How do I view archived Jobs?
Recurring Jobs
- What is a Recurring Job?
- How do I create a Recurring Job?
- How far in advance can I schedule and view Recurring Jobs?
- What information will copy to my Recurring Jobs?
- What are "parent" and "child" Jobs?
- How do I find Parent Jobs?
Quotes
Scheduler
- How do I create a Job in the Scheduler?
- How do I delete a job from Scheduler?
- What is an Unassigned Job?
- Why is the Scheduler not loading?
- How do I update my Scheduler settings?
- How do I set up Google Calendar integration for Work Classic App?
Items
- Can I track inventory stock in Work?
- How do I view an unrounded price of an item?
- How do I create an item in Work?
- How do I update the price of an item?
- How do I organize my items using Tags?
- How do I set up a tax rate?
Invoicing
- How do I invoice a sub job?
- How do I invoice a task?
- How do I create an invoice?
- How do I add an item to an Invoice?
- How do I add labor to an Invoice?
- How do I record a payment for an invoice?
Work Classic App
- What is the current version of the Work Classic App?
- How do I check my Work Classic App version?
- What mobile devices can I use with the Fieldworker app?
- Lifecycle of a Job in the App
- How do I Receive Payments on Work Classic App?
- Offline Mode
Work Mobile App
- What is the difference between Work Classic App and Work Mobile App?
- Work Mobile App FAQs
- Work Mobile App Overview
- How do I set up Work Mobile App permissions?
- What can fieldworkers do in offline mode?
- How do I add a new billing item from the field?
Fieldworker Location
QuickBooks Desktop
- Preparing for QuickBooks Desktop Sync
- QuickBooks Desktop Sync Settings
- QuickBooks Desktop Integration Check-List
- QuickBooks Desktop Sync: System Requirements
- QuickBooks Desktop Sync: How to find your data file
- Getting Started with QuickBooks Desktop Sync
QuickBooks Online
- Preparing for QuickBooks Online Sync
- QuickBooks Online Sync Settings
- QuickBooks Online Integration Check-List
- Getting Started with QuickBooks Online Sync
- What information syncs with QuickBooks Online?
- Troubleshooting QuickBooks Online