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- Managing Leads & Inquiries
- Adding Customer Inquiries
- Website Lead Capture Form
- Customer Portal Inquiry Form
- View Inquiry Details
- Edit Inquiry Details
- Deleting Inquiries
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- Booking Management
- Create a New Booking
- Managing Existing Bookings
- Edit Booking Details
- Repeat / Recurring Bookings
- Delete Bookings
- Export Booking as PDF
- Booking History Log
- Multi Address Bookings
- Fieldworker Availability Finder
- Nearby Bookings Locator for Proximity Scheduling
- Allocate Multiple Fieldworkers to Booking
- Fieldworker Payroll Management
- Fieldworker Commission & Pay Rates
- Accept Booking Request On Behalf of Fieldworker
- Admin Approval for Fieldworker Changes
- Push Booking to Google Calendar
- Change Booking Owner
- Contact Fieldworker Regarding Booking
- Contacting Customer Regarding Booking
- Sending Emails for a Booking
- Pause/Resume automated emails
- Pause/Resume automated SMS
- Sending Booking Confirmation
- Service Reminder Automation
- Request Booking Updates
- Booking Discussion & Comments
- Add a comment to a booking discussion
- Add Complaint to a booking
- Adding Booking Attachments
- Adding Images to Bookings
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- Creating New Quotes
- Edit Quote Details
- Edit Quote Number
- Claiming Quote Ownership
- Export Quote PDF
- Deleting Quotes
- Manage Quote Follow Up Date
- Adding Issues / Complaints to a Quote
- Adding Labels to Quotes
- Adding Attachments to a Quote
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- Invoice & Billing Management
- View Invoice Details
- Edit Invoice Breakdown
- Change Invoice Number
- Convert Invoice to Draft
- Convert an Invoice to Void
- Claim Invoice Ownership
- Deleting Invoices
- Managing Fieldworkers
- Fieldworkers & Subworkers
- Fieldworker Industry Label
- Managing Fieldworkers Lists
- Fieldworker Booking Summary
- Fieldworker Activity Log
- Adding Fieldworkers
- Edit Fieldworker Details
- Update Fieldworker Profile
- Manage Fieldworker Profile
- Fieldworker Email Verification
- Fieldworker Active Services
- Fieldworker Service Areas
- Fieldworker Working Hours
- Manage Fieldworker Availability
- Fieldworker Bank Details
- Activate/Deactivate Fieldworkers
- Blocking / Unblocking Fieldworkers
- Contacting Fieldworkers
- Sending Emails to Fieldworkers
- Sending SMS to Fieldworkers
- Fieldworker Received SMS
- Sending Messages to Fieldworkers via App
- Sending Messages to Fieldworkers Regarding Booking
- Fieldworker SMS Log
- Fieldworker Email Log
- Booking Activity
- User Activity Log
- Generate Real-time Reports
- View a saved report
- Recent Bookings Log
- Automations Log
- Recent Bookings Log
- Latest Quotation Records
- Recent Invoices Log
- Latest Conversation Histories
- Latest Customer Issues Log
- Recent Email Correspondences
- Latest SMS Exchanges
- Recent Call Records
- Business Email Authentication
- Viewing company information
- Company Logos Setup
- Manage Trading Names
- Define Fieldworker Operational Locations
- Third-Party API Integrations
- Google Calendar Integration
- Google Maps API integration
- Display Google Reviews
- Terms and Conditions
- Booking Location Types
- Fieldworker Industry label
- Managing Services Offering
- Creating a New Service
- Managing Service Categories
- Quantity‑Based Discounts (Bulk / Volume Pricing)
- Geographical Pricing Zones
- Service Packages & Bundles
- Managing Products List
- Creating Custom Fields
- Grouping Custom Fields
- Conditional & Dependent Custom Fields
- Custom Field Types
- Single-Line Text (Short Text)
- Paragraph Input (Long Text)
- Date Picker Calendar Field
- Time Picker Field
- Number Stepper (+/-)
- Toggle Switch (on/off) Custom Field
- Single Choice Button Display (Button Group)
- Single Choice Selector Radio Button
- Single-Select Dropdown Custom Field
- Multi Select List Box
- Checkbox Selector (Multi-Option)
- Checkbox Button (Multi-Option)
- Digital Signature Field (eSign)
- Accept Online Bookings
- Booking Widget
- Customer Profile Management
- Contact Us Form
- Fieldworker Signup
- General settings
- Flags & Permissions
- Job Assignment Automation
- Selling Gift Vouchers
- Branding & style
- URL White Labelling
- Search Engine Optimization
- Auto-Generate Invoices
- Homepage promotion
- Social Networks
- Booking Settings Configuration
- Fieldworker Job Assignment Methods
- Fieldworker Permissions
- Fieldworker Profile Customization
- Customer Profile Customization
- Customer Dependents / Properties
- Importing Customer Dependents
- Managing Booking Status
- Managing Booking Complaints
- Lead Sources List
- Decline Job Request Form
- Property Type List
- Label Management
- Creating Forms & Checklists
- Forms & Checklist Introduction
- Setting Up Forms & Checklists
- Forms & Checklists Usage
- Forms & Checklists Fields Types/Elements
- Forms & Checklists: Use Cases
Create a free service
Need to schedule and manage bookings for a service but don’t want to bill your customers or generate an invoice? Just select the free service option under Cost & Payrate while creating your service. Follow the simple steps below and if there is anything we can help with just ask.
For a Free Service, no pricing information will be included for that service and no invoice generated. All job booking details, fieldworker scheduling as well as standard correspondence will be sent to fieldworkers and customers.
To create a free service
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- Go to Settings
- Select Services Settings
- Click on Services
- Select Create New service
5. Under the Service Details tab, fill in the required fields and select the options applicable to your new service. One complete select next in the bottom right corner.
6. Next is the option to add your Service ‘Cost & Payrate’, where we will add our non billed, invoice-free service.
7. Under the option Type of Service select the option ‘Free Service (No invoice)’.
8. Add your fieldworker payment details, then select next to enter any custom fields relating to your service, then save.
All booking steps including fieldworker scheduling details remain unaffected for a free service, however no pricing information is included and no invoice generated.