{"id":16965,"date":"2023-02-02T22:01:50","date_gmt":"2023-02-02T22:01:50","guid":{"rendered":"https:\/\/fieldnation.com\/?p=16965"},"modified":"2025-02-03T04:29:23","modified_gmt":"2025-02-03T09:29:23","slug":"organizing-your-field-nation-account","status":"publish","type":"post","link":"https:\/\/fieldnation.com\/resources\/organizing-your-field-nation-account","title":{"rendered":"Field Insider: Organizing Your Field Nation Account for the New Year"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">This time of year, many Field Nation clients want to organize their work to start the new year off on the right foot.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To effectively manage your work, your Flightboard information and account settings must be up-to-date and well-organized. Use the checklist below to help tidy up your work orders and maintain current account information:<\/span><\/p>\n<a name=\"review-your-flightboard\" class=\"fldn-table-of-contents-anchor\"><\/a><h2 id=\"review-your-flightboard\"><span style=\"font-weight: 400;\">Review your Flightboard\u00a0<\/span><\/h2>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Utilize filters: find work orders from last year by adjusting the <\/span><a href=\"https:\/\/support.fieldnation.com\/s\/article\/Search-and-Filter-Work-Orders-On-Flightboard\"><span style=\"font-weight: 400;\">filtering options<\/span><\/a><span style=\"font-weight: 400;\"> by service date.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Delete old work orders in the draft tab: The draft tab may have accumulated old, out-of-date draft work orders. We recommend combing through draft work orders and deleting any you no longer need.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Cancel outdated published\/routed work orders: Are any published\/routed work orders no longer needed or out-of-date? Consider canceling these work orders or reverting them to draft and deleting them to tidy up that tab and free up any funds being held for the work order.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Take action on \u201cAssigned at Risk\u201d work orders: Are any work orders currently<\/span><a href=\"https:\/\/support.fieldnation.com\/s\/article\/Removing-a-Provider-from-a-Work-Order\"><span style=\"font-weight: 400;\"> Assigned: at risk<\/span><\/a><span style=\"font-weight: 400;\">? Consider removing the provider on those work orders and reassigning it if you still need the work to be done.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Review work orders within the Done tab: If there are work orders in the done tab, consider taking action on those to either a) approve the work order for payment, b) mark the work order as incomplete and inform the provider of what additional action is needed, or c)<\/span><a href=\"https:\/\/support.fieldnation.com\/s\/article\/Report-a-Problem-with-a-Work-Order\"><span style=\"font-weight: 400;\"> report a problem<\/span><\/a><span style=\"font-weight: 400;\"> to engage the provider or Field Nation support for additional assistance.\u00a0<\/span><\/li>\n<\/ul>\n<a name=\"update-your-company-settings\" class=\"fldn-table-of-contents-anchor\"><\/a><h2 id=\"update-your-company-settings\"><span style=\"font-weight: 400;\">Update your Company Settings<\/span><\/h2>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Update your Standard Instructions, Policies, and Procedures: Now is a great time to review the Standard Instructions, Policies, and Procedures in your company settings and<\/span><a href=\"https:\/\/support.fieldnation.com\/s\/article\/Setting-Company-Standard-Instructions-Policies-Procedures\"><span style=\"font-weight: 400;\"> make updates or changes<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Review your list of users &#8211; Check out<\/span><a href=\"https:\/\/support.fieldnation.com\/s\/article\/Adding-Importing-Or-Deactivating-Users\"><span style=\"font-weight: 400;\"> these instructions<\/span><\/a><span style=\"font-weight: 400;\"> on adding and deactivating users in your account.\u00a0<\/span><\/li>\n<\/ul>\n<a name=\"looking-for-more-insight-into-optimizing-your-field-nation-account\" class=\"fldn-table-of-contents-anchor\"><\/a><h2 id=\"looking-for-more-insight-into-optimizing-your-field-nation-account\"><span style=\"font-weight: 400;\">Looking for more insight into optimizing your Field Nation account?<\/span><\/h2>\n<p><a href=\"https:\/\/support.fieldnation.com\/s\/\"><span style=\"font-weight: 400;\">Visit our Help Center<\/span><\/a><span style=\"font-weight: 400;\"> or <\/span><a href=\"https:\/\/fieldnation.com\/contact#section-3\"><span style=\"font-weight: 400;\">contact our sales team<\/span><\/a><span style=\"font-weight: 400;\"> if you\u2019d like more tips to help your company stand out on the marketplace.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We aim to create content that adds value. To help us iterate and improve, <\/span><a href=\"https:\/\/docs.google.com\/forms\/d\/e\/1FAIpQLSfAcDyIzOuD1xF1-57agB2KrrIeNH0Ra4BL2WHxNxys6JXKUQ\/viewform?usp=sharing\"><span style=\"font-weight: 400;\">please take one minute to share your feedback on this piece.<\/span><\/a><span style=\"font-weight: 400;\"> Your feedback will inform the content we create for you and the market in the future.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This time of year, many Field Nation clients want to organize their work to start the new year off on the right foot. To effectively manage your work, your Flightboard information and account settings must be up-to-date and well-organized. Use the checklist below to help tidy up your work orders and maintain current account information: [&hellip;]<\/p>\n","protected":false},"author":66,"featured_media":18821,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"xn-wppe-expiration":[],"xn-wppe-expiration-action":[],"xn-wppe-expiration-prefix":[],"footnotes":""},"content-group":[],"class_list":["post-16965","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","fldn_content_category-best-practices","fldn_content_type-blog"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Field Insider: Organizing Your Field Nation Account for the New Year | Field Nation<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fieldnation.com\/resources\/organizing-your-field-nation-account\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Field Insider: Organizing Your Field Nation Account for the New Year | Field Nation\" \/>\n<meta property=\"og:description\" content=\"This time of year, many Field Nation clients want to organize their work to start the new year off on the right foot. 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