- Frequently Asked Questions (FAQ)
- Assets
- Customers
- Dashboards
- Devices
- Expenses
- Inbound REST API
- Inventory
- Overview
- Barcode Reader for Warehouse Inventory
- Barcode SKU
- Export Inventory
- Inventory Accounting
- Inventory Audits
- Inventory Movements
- Inventory and Parts
- Importing Product Inventory
- Remove Parts From Inventory
- Invoices
- Mailchimp
- Notifications
- Parts
- Payments
- QuickBooks
- Quotes
- Recurrent Routes
- Recurrent Services
- Reminders
- Reports
- Review Us
- Sage
- Sales Tax
- Schedule and Dispatching
- Screen Recording
- Support Tickets
- Text Messaging
- Time Tracking
- Trial Account
- Troubleshooting
- User Settings
- Overview
- Account Settings
- Account Users
- Connectors
- Custom Fields
- Display User Device Location on Map
- Documents and Email
- Google and Outlook Integration
- Import and Export Excel Documents
- Max Session Idle Time for Users
- Permissions Template
- Saved Login and Session Management
- Saved Searches
- Single Sign-On (SSO)
- Updating the User Password
- User Locked Out
- User Preferences
- Work Orders
- Step 1: To launch the search bar, just press the F key and the Command key on your keyboard at the same time. This will open a special search box.
- Step 2: Type in the words you're looking for in the special search box. You'll see how many times those words appear.
- Step 3: To move through the places where the words show up, press the Return button. The results be marked with a highlighted color so you can spot them easily.
In this section, we answer our users' most common questions, covering MobiWork on both the web and mobile App. MobiWork has a ton of capabilities, and we expect you to have questions about some of them.
Typically, the topics posted here will have a quick answer. If there's a question that requires a more thorough explanation or walkthrough, you'll find it in the How-To section of each listed topic on our Features page.
How to Utilize Search Function
How can we help you? Quickly find the topic you are looking for by launching the Search Bar:
Follow the steps below or view the video clip for quick instructions:
If you need help locating the F command keys on a MAC or Windows, please see the examples below:
If you have any questions or have feedback around any of our FAQs, please let us know! We're here to help!
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- Assets
- Add Assets
- Asset Data Management
- Asset List Page Images
- Assets on the Mobile Device
- Images and Description in Mobile App
- Scanning the Asset Barcode
- Transferring Assets on the Mobile Device
- Asset Rental
- Asset Reports
- Checking Out Tools & Equipment
- Combining Assets
- Customers
- Adding Customers
- No Contact for Customer Profile
- Multiple Phone Numbers for Contacts
- Customer Hierarchy (Parent / Child)
- Duplicate Customer Notification
- Adding a New Customer Type
- Default to Business-only Types
- Merging Customers
- Billing and Invoices
- Yearly or Monthly Pricing for Customers
- Different Pricing for Different Customer Programs
- Billing Address is Different from Service Address
- Customer Summary of Outstanding Invoices, Payments, Jobs, etc.
- Recording Billing Correspondence and Notes
- Display Only Parent Customer on Bill-To
- Set Bill-To to Another Customer (Not Parent)
- Updating Billing Details for a Single Invoice
- Updating Billing Details for All Future Invoices
- Adding Credit to the Customer Profile
- Delete Credit Card Information
- Customer Statement Report
- Customer Arrangement and Terms
- Customer Fields
- Displaying Custom Fields When Adding a Customer
- Change Order / Name of Fields
- Remove Unneeded Fields
- View Customer Custom Fields on Work Order
- Customer Status and Categories
- Flagging a Customer for Bad Credit (NSF)
- Prospect Status After Quote Approval
- Using Customer Categories
- Using Customer Statuses
- Delete or Disable Customers
- Delete or Disable Customer Contacts
- Deleting a Customer Contact
- Deleting Multiple Customer Contacts
- Disabling a Customer Contact
- Disabling Multiple Contacts
- Manager Field
- Assign a Manager/Sales Representative to a Customer/Prospect Profile
- Remove Manager Field From View Customer Pop-up Window
- Limit Manager Visualization to Assigned Customers/Prospects
- Work Order Email Notifications
- Other Related Links
- Marketing and Sales
- Messaging Customers
- Edit Email Message
- Custom Email Templates
- Email Multiple Customers
- Sending Customer Login Credentials
- Set Up "Do Not Email" Customer Setting
- Set Up "Do Not Text" Customer Setting
- Sub-Customers
- Adding a SubCustomer
- Sub-Customers in MobiWork
- Sub-Customers and Locations
- Searching for Parent and Sub-Customer Accounts
- View Customer Pop-up Window
- Devices
- Android Location Tracking
- App Crashing
- Apple Location Tracking
- Bluetooth Printers
- General Device Questions
- Location Navigation Opening Uber App
- Offline Mode
- Recommended Devices
- Rotate and Zoom on Mobile Devices
- Expenses
- Inbound REST API
- Inventory
- Barcode Reader for Warehouse Inventory
- Barcode SKU
- Export Inventory
- Inventory Accounting
- Inventory Audits for Mobile Devices
- Inventory Movements
- Inventory and Parts
- Importing Product Inventory
- Remove Parts From Inventory
- Invoices
- Editing Invoices
- Change Invoice Customer
- Invoice Adjustments
- Unable to Add Line Items to an Invoice
- Bulk Editing Invoice Line Items
- Emailing and Texting Invoices
- Email Invoice Through MobiWork
- Email Customer Statements
- Read Receipts and Sent Dates
- Emailing Invoices in Steps (Progressive Invoicing)
- Flagging a Customer to Hold Off Emailing Invoices
- Customers Responding to Invoices and Quotes
- Texting Invoices to Customers
- Exporting Invoices
- Categorizing Deposits as Unearned Revenue Until Job Completion
- Unpaid Deposits on Final Invoice
- View Paid Deposits
- Invoice Bill-To Recipients
- Display Only Parent Customer on Bill-To
- Set Bill-To to Another Customer (Not Parent)
- Updating Billing Details for a Single Invoice
- Updating Billing Details for All Future Invoices
- Invoice Discounts and Markups
- Invoice Creation
- Invoice Creation Without a Quote or Work Order
- Work Order Parts and Services Not Updated by Invoice Items
- General Invoice Questions
- Attach Images or Documents to an Invoice
- Customize Invoice Numbering
- Invoice Numbering
- Moving Funds Upon Job Completion (Unearned Revenue to Revenue)
- MobiWork as a Subledger
- Work Order Dispatch Date as Invoice Date
- Invoice Caution Sign
- Finalizing Invoices or Work Orders With No Balance
- Set Invoice Date to Job Dispatch or Schedule Date by Default
- Invoice Templates
- Terms and Conditions
- Invoice Reports
- Mailchimp
- Mailchimp Basics
- What is Mailchimp and how does it work?
- What can I create with Mailchimp?
- How can I utilize Mailchimp for my field service business?
- How difficult is Mailchimp to use?
- What are Mailchimp's benefits?
- Can I use Mailchimp for marketing automation?
- When should I use MailChimp vs MobiWork to send emails to my customers?
- Notifications
- Parts
- Payments
- CC Processing
- Clearent
- Deleting Payments
- Deposits
- Add Deposit Payment
- Categorizing Deposits as Unearned Revenue Until Job Completion
- Create a Quote Deposit
- Unpaid Deposits on Final Invoice
- View Paid Deposits
- Export or Import Payments
- History
- Audit Trail for Invoices and Payments
- Details of NSF Transactions and Refunds
- "Payment Added" entries in Invoice History
- Payment Notes
- Refunds
- Split Payments
- Split Payments (Web)
- Split Payments (Device)
- Split Payments Between Multiple Invoices
- Adding Credit to the Customer Profile
- Types
- QuickBooks
- QuickBooks Desktop
- Customer Data
- Non-Taxable Items in QuickBooks Desktop
- QuickBooks Desktop Connector Logs
- QuickBooks Desktop and MobiWork Synchronization
- QuickBooks Online
- Quotes
- Recurrent Routes
- Recurrent Services
- Adjusting Recurrent Services
- Changing the Recurrent Service Date and Future Instances
- Impact of Recurrent Service Changes on Upcoming Work Orders
- Recurrent Service Assets
- Recurrent Services Invoices
- Recurrent Service Reports
- Recurrent Service Thresholds
- Reminders
- Reports
- Accounting Reports
- Payments Received Report
- Completed Work Orders Report
- Completed Work Orders Report
- Completed Invoices Report
- Accounts Receivables Report
- Customer Reports
- Review Us
- Sage
- Sage Export
- Invoices to be Exported After Job Completion
- Cancel Invoices Prior to Exporting
- Visual Confirmation of Invoice and Payment Export
- Fixing Payment Errors After Export
- Locking Invoices Prior to Export
- Updating Customer Information After Exporting Invoices
- Sage Refunds
- Sage Sync
- Sales Tax
- Schedule and Dispatching
- Screen Recording
- Support Tickets
- Text Messaging
- Common Applications
- Send an "On My Way" Text Message
- Send a Quote for Approval Text Message
- Send an Invoice Review and Late Payment Text Message
- Make a Payment by Text Message
- SMS Messaging
- Twilio
- Time Tracking
- Block Scheduling During Time Off
- Edit Time Tracking
- Time Entry
- Time Off Input
- Work Orders and Time Tracking
- Trial Account
- Troubleshooting
- User Settings
- Account Settings
- Account Users
- Connectors
- Custom Fields
- Display User Device Location on Map
- Documents and Email
- Copying Forms to Documents
- Document File Size
- Email File Size
- Work Order Email Notification
- Assign Feature-Specific Email Addresses
- Google and Outlook Integration
- Import and Export Excel Documents
- Max Session Idle Time for Users
- Changing Your Own Timeout Settings
- Changing Other Users' Timeout Settings
- Changing the Idle Time for Global Settings
- Permissions Template
- Editing the Permissions Template
- Restrict User Access
- Inventory Permissions
- Changing a User Role to an Admin Role
- Saved Login and Session Management
- Saved Searches
- Create a New Advanced Search
- Default Saved Search
- Edit Saved Search
- Rearrange Saved Searches
- Searching for Parent and Sub-Customer Accounts
- "Show All" Results Limit
- Single Sign-On (SSO)
- Updating the User Password
- User Locked Out
- User Preferences
- Work Orders
- Customer Portal Work Orders
- Editing the Work Order
- General Work Order Questions
- Attach Images to a Work Order
- Custom Work Order Numbering
- Differences Between Open and Unassigned Work Orders
- Work Order Color Meaning
- Work Order Service History
- Assign Multiple Technicians to a Work Order
- Finalizing Invoices or Work Orders With No Balance
- Locating Customers With Assigned Work Orders
- Reopening a Closed Work Order
- Work Order Parts and Services Not Updated by Invoice Items
- Service Level Agreements (SLAs) and Work Orders
- Keeping a Work Order Open For Several Days
- Work Order Action Items and Time Tracking
- Completing and Closing a Work Order With a $0 Invoice
- Stop Work Order From App
- Work Order Follow-Up
- Action Item Time Stamps
- Work Order Forms
- Work Orders and Users
- Work Orders Search
- Work Order Types