Scope of Work (Work Orders) Knowledge Base

Whether you're running one crew or a dozen, you probably want to delegate daily responsibilities to each crew leader.  FieldGroove makes this easy, simply view your route for the day and download the scope of work

Scope of Work (Work Orders)

Posted by Mark Hardin on 08/18/2018

Whether you're running one crew or a dozen, you probably want to delegate the daily responsibilities to each crew leader.  FieldGroove makes this easy, simply view your route for the day and download the scope of work. Installers will see all of their responsibilities for the day and mark each item as complete (or add a note).

Getting Started

Once you have created and scheduled your job, viewing the work order is easy and can be done from a few different places:

  • Job Screen - go to Actions > Download Scope of Work
  • Schedule - click on a job on the calendar and click Download Scope of Work
  • Daily Route - view your route for the day and go to Actions > Download Scope of Work to see the scope of work for the entire day (combined in 1 PDF)

More

The scope of work document gives your staff everything they need to know about a job, except the pricing.  They can mark each line item as complete or add installer notes for you to record.

Please contact us if you have questions using this feature!

Scope of Work (Work Orders)
Products & Services
By Matthew Allers on 08/15/2018

Products and services are the backbone of your operation.  Making sure they're setup correctly is important and can help you cost more accurately to ensure you hit your margins with every job.

Read More

Asset & Equipment Management
By Mark Hardin on 08/15/2018

Need to manage your company assets or equipment? FieldGroove gives you the ability to keep up with all of your equipment, assign maintenance tasks, check in / out logs, record oil types, and even track via GPS

Read More

Print Queue
By Mark Hardin on 08/02/2018

FieldGroove makes keeping up with your invoices easy. Print in bulk and never let another invoice delivery slip through the crack. Use the print queue and email communication history pages to track invoice delivery

Read More

Marketing Campaigns
By Kate Strohmeyer on 07/28/2018

Get valuable insight into where your business is coming from by setting up a few marketing campaigns in FieldGroove. Set goals and track your return on investment by assigning a campaign as the lead source for each of your customers

Read More

FieldGroove Affiliate Program

More FieldGroove

Mobile Apps

Designed for subs on the go. Manage your entire operation directly
from the field and improve your efficiency. Get started by downloading
the app on your device today.

FieldGroove Apple Download FieldGroove Android Download

* requires FieldGroove subscription

Try FieldGroove Now. Risk Free.

No credit card required. Cancel any time.

Start Free Trial