Workiz

Getting started

Learn about some of the first steps you should take after signing up with Workiz.

Getting started with Workiz

Learn about where to go when you need support with Workiz.

Getting help with Workiz

Learn about how to view your team’s scoreboard, job performance, sales, and revenue at a glance.

Workiz dashboard overview

Read our guide on mastering the Workiz Message Center.

Workiz Message Center overview

Learn about all you can do out on the field using the Workiz mobile app.

Workiz mobile app overview

Learn about how your clients will experience Workiz through the client portal.

Workiz client portal overview

Learn how to manage jobs using the Workiz mobile app.

Managing jobs on mobile

How to find a job, client, lead or invoice quickly

Searching for jobs, leads, and clients

How to Schedule and Manage Jobs

Read our glossary of commonly found terms and phrases in Workiz.

Workiz glossary

Learn more about taking your business to the next level using Workiz’s integrated phone system.

What is Workiz Phone?

Learn about the different ways you may need to verify your Workiz Phone numbers.

Understanding phone registration requirements

How to add and update jobs and manage your schedule

Dispatcher Walkthrough

Getting to know Workiz

Learn how to easily add new field techs, admins, and employees to your Workiz team.

How to add new users to your Workiz team

Learn how to customize your Workiz dashboard.

Customizing your Workiz dashboard

Read our guide on how to create ad groups in Workiz to better track where your revenue is coming from.

How to update your ad groups

Read our guide on how to easily manage multiple service areas in Workiz.

How to manage multiple service areas

Learn how to upload your company logo into your Workiz account.

Uploading your company logo

Learn how to save time, prevent job cancelations, and help your business scale with less effort by automating your workflows.

Automate your essential business tasks with Workiz Automations

Learn about what you can and cannot import into Workiz.

Importing data into Workiz

Account customization

Learn how to start taking payments while on the job using Workiz Pay.

Enabling online payments with Workiz Pay

Learn how to sync your QuickBooks Online account to Workiz.

Connecting your QuickBooks Online account to Workiz

Keep your accounting and operations up to date by integrating QuickBooks Desktop with Workiz.

How To Sync Your QuickBooks Desktop Account with Workiz

Payments and finances

Read our comprehensive overview of the Workiz document builder.

Customizing estimate, invoice, and work order templates

Learn how to customize the template messages when sending estimates, invoices, work orders, and custom documents in Workiz.

Customizing your default greeting message when sending documents

Learn how to prevent your clients from seeing information like pricing and expenses from your Workiz documents.

Limiting what clients can see when viewing estimates, invoices, and work orders

Learn how to attach files and images to jobs using the web app on desktop.

Attaching files to jobs, estimates, and invoices

Document customization and management 

Go to Workiz

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

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