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
Dekel avatar
Written by Dekel
Updated over a week ago

Workiz glossary

Read our glossary of commonly found terms and phrases in Workiz.
K
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
Dekel avatar
Written by Dekel
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

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

How to add new users to your Workiz team

Learn how to easily add new users to your Workiz team.
K
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.
K
Written by Kristian
Updated over a week ago

Uploading your company logo

Learn how to upload your company logo into your Workiz account.
K
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.
K
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.
K
Written by Kristian
Updated over a week ago

Customizing estimate, invoice, and work order templates

Read our comprehensive overview of the Workiz document builder.
K
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.
Dekel avatar
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.
K
Written by Kristian
Updated over a week ago

How Do Your Clients Experience Workiz?

Dekel avatar
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.
K
Written by Kristian
Updated this week

How to Schedule and Manage Jobs

Dekel avatar
Written by Dekel
Updated over a week ago