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Getting started

Getting started

A general overview to help bring you up to speed with Workiz

26 articles
Dekel avatarKDan avatar
Written by Dekel, Kristian and Dan

Getting started with Workiz

See how easy it is to get started with your Workiz account
Dekel avatar
Written by Dekel. Updated over a week ago

Making bulk changes to multiple items at once

Learn how to make mass changes to multiple items with just a few clicks.
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Written by Kristian. Updated over a week ago

Workiz dashboard overview

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

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 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

Workiz client portal overview

Learn about how your clients will experience Workiz through the client portal.
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Written by Kristian. Updated over a week ago

Workiz Message Center overview

Read our guide on mastering the Workiz Message Center.
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Written by Kristian. 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

Dispatcher Walkthrough

How to add and update jobs and manage your schedule
Dekel avatar
Written by Dekel. Updated over a week ago

Workiz mobile app overview

Learn about all you can do out on the field using the Workiz mobile app.
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Written by Kristian. Updated over a week ago

Searching for jobs, leads, and clients

How to find a job, client, lead or invoice quickly
Dan avatar
Written by Dan. 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

Connecting your QuickBooks Online account to Workiz

Learn how to sync your QuickBooks Online account to Workiz.
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Written by Kristian. Updated over a week ago

How To Sync Your QuickBooks Desktop Account with Workiz

Keep your accounting and operations up to date by integrating QuickBooks Desktop with Workiz.
Dekel avatar
Written by Dekel. Updated over a week ago

Managing jobs on mobile

Learn how to manage jobs using the Workiz mobile app.
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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

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

Learn how to prevent your clients from seeing information like pricing and expenses from your Workiz documents.
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Written by Kristian. Updated over a week ago

Customizing your default greeting message when sending documents

Learn how to customize the template messages when sending estimates, invoices, work orders, and custom documents in Workiz.
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Written by Kristian. Updated over a week ago

Automate your essential business tasks with Workiz Automations

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

Dekel avatar
Written by Dekel. Updated over a week ago

How to manage multiple service areas

Read our guide on how to easily manage multiple service areas in Workiz.
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Written by Kristian. Updated over a week ago

How to Schedule and Manage Jobs

Dekel avatar
Written by Dekel. Updated over a week ago