FAQ

Common questions about Workiz

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13 articles in this collection
Written by Dan and Dekel

Add Files & Images to Jobs From the Mobile App

Learn how to send jobs, invoices, and estimates with files and images attached to clients from the mobile app
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Written by Dekel
Updated over a week ago

How to Set Up Your Business Hours in Workiz

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

Add Files & Images to Jobs From Your Computer

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

Managing Items, Products, and Services in Workiz

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

Deleting a Client

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

How to Delete a Job?

This article will tell you how to delete a job in your Workiz platform.
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Written by Dan
Updated over a week ago

How to change a user's password

How to change a user's password
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Written by Dekel
Updated over a week ago

How to Edit the Text Messages Format clients get?

This article will show you how to change the default text of your job's SMS messages.
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Written by Dekel
Updated over a week ago

What's the Difference Between Pro Users and Subcontractors (Free Users)?

Learn the difference between Pro Users and Free Users to help you decide which one is better for your business.
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Written by Dekel
Updated over a week ago

How Do I Close a Job?

Mark your jobs as "Done" by changing the status.
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Written by Dekel
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 Dekel
Updated over a week ago