FAQ

Common questions about Workiz

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14 articles in this collection
Written by Dan, Eric, and Vanessa Perplies

Auto leads

Auto leads allow you to automatically create leads from lead sources you know
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Written by Vanessa Perplies
Updated over a week ago

How to Use Schedule Settings in Workiz

Learn how to use the schedule settings feature and define your business hours in Workiz
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Written by Vanessa Perplies
Updated over a week ago

How to Create Recurring Jobs in Workiz

When should you use recurring jobs, and how do you set up recurring jobs in Workiz? Find out in this FAQ.
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Written by Vanessa Perplies
Updated over a week ago

Managing Items, Products and Services in Workiz

Learn how to add and manage items, products or services in Workiz.
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Written by Vanessa Perplies
Updated over a week ago

How to add Files and Images to Jobs

Learn how to send clients jobs, invoices and estimates with files and images attached
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Written by Vanessa Perplies
Updated over a week ago

Delete a client

How to delete a client?
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Written by Dan
Updated over a week ago

Delete a job

How to delete a job?
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Written by Dan
Updated over a week ago

Changing your password

How to change a users password
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Written by Dan
Updated over a week ago

Changing the job SMS format

How to change the default text of your job's SMS messages
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Written by Dan
Updated over a week ago

How do i close a job

Marking your jobs as "Done" by changing the status
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Written by Dan
Updated over a week ago

Pro Users VS Free users

Learn the difference between Pro users, free once and which one is better for your business.
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Written by Eric
Updated over a week ago

Searching for jobs, leads and clients

How to find a job, client, lead or invoice quickly
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Written by Dan
Updated over a week ago

How to reset my password

Reset your lost password and log back in
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Written by Dan
Updated over a week ago

How to close jobs once they are done?

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Written by Dan
Updated over a week ago