Missed our Q&A Session in September? Below is a recording of the session along with a list of all the questions answered during our session – blog links included!
Q: When I have a Primary and Sub-customer, how do I know which phone number the notifications will go to?
The number assigned to the service address will be the number that receives the notification. You can also designate a secondary number to contact within the customer edit menu.
More on Primary and Sub-Customers: https://blog.service.works/tutorial/primary-and-sub-customer/
Q: How do I view my old jobs / calls?
You can view old calls by visiting the All Jobs page and selecting a date range. If you’d rather have a default range of dates selected when you visit this page, you can use the site settings to set your preferences.
More on Site Settings for viewing previous jobs: https://blog.service.works/uncategorized/site-settings/
Q: Which reports can I use for consolidated sales reports, monitoring revenue, labor, etc?
While we have many robust options for reports within ServiceWorks, here are a few of the more frequently used reports:
Inventory Sold – https://blog.service.works/tutorial/reports/report-inventory-sold/
Revenue by Service Items – https://blog.service.works/tutorial/reports/report-revenue-by-service-items/
Projected Revenue Report – https://blog.service.works/uncategorized/report-projected-revenue-report/
Profit and Loss – https://blog.service.works/tutorial/reports/profit-and-loss/
Item Received by Receive Date – https://blog.service.works/tutorial/reports/report-items-received-by-receive-date/
Warranty Jobs Submitted – https://blog.service.works/tutorial/reports/report-warranty-jobs-submitted/
Q: What’s the best way to organize my clients in primary & subcustomer setups?
A future update will allow you to view primary and sub-customer relationships without the need to visit the Primary Customer menu.
Q: What’s the best way to optimize?
There are a few ways of optimizing your daily jobs in ServiceWorks. This can be done via automation with the Optimization menu and buttons, or manually via Route Sheets
Optimization – https://blog.service.works/tutorial/jobs/service-works-route-optimization/
Route Sheets – https://blog.service.works/tutorial/jobs/optimize-jobs-once-and-save-route-for-future-jobs/
Q: Why am I unable to delete items from my mobile app
Being able to remove or access features in ServiceWorks may have to do with how your permissions are currently set up. First, check the your permission settings and ensure that the correct features are enabled. If the issue still persists, please reach out to our support team for assistance.
Permissions – https://blog.service.works/tutorial/roles-and-permissions/
Q: Where can I go to find the most recent updates to ServiceWorks?
The most recent updates to ServiceWorks can be found in the following places: within the login screen on the desktop, in your notification bell, within the resource center, and within our ServiceWorks User Group on Facebook.
Resource Center – https://blog.service.works/uncategorized/resource-center/
ServiceWorks User Group on Facebook – https://www.facebook.com/groups/servicedotworks
Q: Is there a way I can see Ready to be Rescheduled jobs in on the map (view)?
If the jobs have the Ready to be Rescheduled status applied, you can make them appear within the map view by selecting only the Ready to be Rescheduled filter within the filters on the left side
Q: What were the newest updates released?
Our newest updates that were covered in this Q&A can be viewed here: https://blog.service.works/release-notes/system-update-september-11th-2025/
Thanks for tuning in! Keep an eye out for the opportunity to send in questions and attend our Live Q&A session next month!
