Getting Started

Getting started with Workiz work flow

9 articles in this collection
Written by Dan and Topaz Eitan

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 Topaz Eitan
Updated this week

Dispatcher Walkthrough

How to add and update jobs and manage your schedule

Written by Topaz Eitan
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 Topaz Eitan
Updated over a week ago

How Do Your Clients Experience Workiz?

Written by Topaz Eitan
Updated over a week ago

How to Set Up and Use Online Bookings in Workiz

It's easy to set up and use Workiz's Online Booking tool. Here's how....

Written by Topaz Eitan
Updated over a week ago

Upload Your Company Logo

Learn how to update your company logo on documents

Written by Dan
Updated over a week ago

How to Schedule and Manage Jobs

Written by Topaz Eitan
Updated over a week ago

Changing the Default Text of Your Job's SMS Messages

This article will show you how to change the default text of your job's SMS messages

Written by Topaz Eitan
Updated over a week ago

How to Add A New User to Your Team

Easily add your entire team into Workiz: Managers, tech, admin, dispatchers, and even contractors.

Written by Dan
Updated over a week ago