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How to customize your account settings
How to customize your account settings

Read our guide on how to update your company name, business address, and other account settings.

Updated over a week ago

In this article, you will learn how to customize your account settings in Workiz.

After signing up with Workiz, your account will be ready to use right away. But if you want to tailor your account to fit your business's needs a bit more, you can do that with just a few clicks.

Customizing your account settings

  1. From the navigation bar, select Settings > Account

  2. Under Account, update the following fields as desired:

    1. Company name: Enter your company’s name

    2. Company description: Enter a brief description for your company

    3. First name: Enter your first name

    4. Last name: Enter your last name

    5. Business address: Enter your company’s address

    6. Business website: Enter your company’s website or social media page

    7. Company email: Enter your company’s email address

    8. Company phone: Enter your company’s phone number

    9. Fallback phone: Enter a secondary phone number that can be used to connect you with clients in the event of an unexpected Workiz Phone outage

    10. Caller ID: Enter the name that you want clients to see when you make outbound calls using Workiz Phone

    11. Send email as: Enter the name that should appear in the “from” field when you send emails

    12. Reply to email: Enter the email address that should receive replies from clients

  3. Next to Account, select Company Logo (or your existing logo) to update the logo

  4. Under Account Preferences, update the following fields as desired:

    1. Display reports: Choose how you want reports to be displayed

    2. Default payment terms: Choose how long your clients have to pay an invoice before it becomes overdue (i.e., if you want to give them 14 days, choose Net 14 days)

    3. Add new default: Choose what should happen when you select Add new… from the sidebar navigation (i.e., if you want to always create jobs, select Automatically add a job)

    4. Account time zone: Choose the time zone that your business is located in

    5. Account region: Choose the region that your business is located in

    6. Update job end time: Decide if you want jobs to automatically be ended by updating the job’s status to Done or Canceled and set the toggle switch to YES or NO accordingly

    7. Auto search clients: Decide if you want Workiz to automatically suggest clients based on the names and phone numbers you enter when creating jobs and leads and set the toggle switch to YES or NO accordingly

    8. Allow multiple techs: Decide if you want to allow multiple techs to be assigned to one job and set the toggle switch to YES or NO accordingly

    9. Accumulate due balance from invoices only: Decide how you want a client's due balance to be determined and set the toggle switch to YES or NO accordingly

      1. YES: A client's due balance will be calculated by the balance associated with invoices (with or without jobs)

      2. NO: A client's due balance will be calculated by the balances associated with jobs with items (with or without invoices) AND standalone invoices

    10. Show sales proposal total price with tax: Decide if you want your sales proposal prices to be displayed with tax included and set the toggle switch to YES or NO accordingly

  5. Select Save

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