FAQ

Common questions about Workiz

Dan avatar Aviv Canaani avatar Topaz Eitan avatar
13 articles in this collection
Written by Dan, Aviv Canaani, and Topaz Eitan

How to Use Schedule Settings in Workiz

Learn how to use the schedule settings feature and define your business hours in Workiz
Aviv Canaani avatar
Written by Aviv Canaani
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.
Aviv Canaani avatar
Written by Aviv Canaani
Updated over a week ago

Managing Items, Products, and Services in Workiz

Learn how to add and manage items, products, and services in Workiz.
Topaz Eitan avatar
Written by Topaz Eitan
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
Aviv Canaani avatar
Written by Aviv Canaani
Updated over a week ago

Delete a client

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

Changing your password

How to change a users password
Dan avatar
Written by Dan
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.
Topaz Eitan avatar
Written by Topaz Eitan
Updated over a week ago

What's the Difference Between Pro Users and Free Users?

Learn the difference between Pro Users and Free Users to help you decide which one is better for your business.
Topaz Eitan avatar
Written by Topaz Eitan
Updated yesterday

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 do I close a job

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

How to reset my password

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

How to close jobs once they are done?

Dan avatar
Written by Dan
Updated over a week ago