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
From the navigation bar, select Settings > Account
Under Account, update the following fields as desired:
Company name: Enter your company’s name
Company description: Enter a brief description for your company
First name: Enter your first name
Last name: Enter your last name
Business address: Enter your company’s address
Business website: Enter your company’s website or social media page
Company email: Enter your company’s email address
Company phone: Enter your company’s phone number
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
Send email as: Enter the name that should appear in the “from” field when you send emails
Reply to email: Enter the email address that should receive replies from clients
Next to Account, select Company Logo (or your existing logo) to update the logo
Under Account Preferences, update the following fields as desired:
Display reports: Choose how you want reports to be displayed
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)
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)
Account time zone: Choose the time zone that your business is located in
Account region: Choose the region that your business is located in
Update job end time: Decide if you want jobs to automatically be ended by updating the job’s status to Done or Canceled and turn the toggle switch to YES or NO accordingly
Tip: Turning the toggle switch to NO will ensure a job’s duration will only be measured based on the time that was scheduled when creating the job. This is a good option for businesses with consistent job lengths.
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 turn the toggle switch to YES or NO accordingly
Allow multiple techs: Decide if you want to allow multiple techs to be assigned to one job and turn the toggle switch to YES or NO accordingly
Subscribe to weekly emails: Decide if you want to subscribe to weekly emails from Workiz and turn the toggle switch to YES or NO accordingly
Send weekly email to: Enter the email address that should receive the weekly emails from Workiz
Select Save
Need more help? See related articles below: