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Getting started
Getting started
A general overview to help bring you up to speed with Workiz
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16 articles in this collection
Written by
Dan,
Dekel,
and
Kristian
Getting started with Workiz
See how easy it is to get started with your Workiz account
Written by
Dekel
Updated over a week ago
Workiz glossary
Read our glossary of commonly found terms and phrases in Workiz.
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Written by
Kristian
Updated over a week ago
App Walkthrough (Managing Jobs)
Check out how to change your job status, make notes, and text your clients in the Workiz app in this quick walkthrough
Written by
Dekel
Updated over a week ago
Dispatcher Walkthrough
How to add and update jobs and manage your schedule
Written by
Dekel
Updated over a week ago
Searching for jobs, leads, and clients
How to find a job, client, lead or invoice quickly
Written by
Dan
Updated over a week ago
How to add new users to your Workiz team
Learn how to easily add new users to your Workiz team.
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Written by
Kristian
Updated over a week ago
What is Workiz Phone?
Learn more about taking your business to the next level using Workiz’s integrated phone system.
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Written by
Kristian
Updated over a week ago
Uploading your company logo
Learn how to upload your company logo into your Workiz account.
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Written by
Kristian
Updated over a week ago
How to create items and services
Read our guide on how to quickly create new items and services for jobs, estimates, and invoices.
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Written by
Kristian
Updated over a week ago
How to create item groups
Learn how to easily create item groups to save yourself time when creating invoices and estimates.
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Written by
Kristian
Updated over a week ago
Customizing estimate, invoice, and work order templates
Read our comprehensive overview of the Workiz document builder.
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Written by
Kristian
Updated over a week ago
Automate your essential business tasks with Workiz Automations
Save time, prevent job cancelations, and help your business scale with less effort by automating your workflows.
Written by
Dekel
Updated over a week ago
How to update your ad groups
Read our guide on how to create ad groups in Workiz to better track where your revenue is coming from.
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Written by
Kristian
Updated over a week ago
How Do Your Clients Experience Workiz?
Written by
Dekel
Updated over a week ago
Enabling online payments with Workiz Pay
Learn how to start taking payments while on the job using Workiz Pay.
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Written by
Kristian
Updated this week
How to Schedule and Manage Jobs
Written by
Dekel
Updated over a week ago