
Team management
Find out how to keep your team organized, create services, and much more with this collection of articles
18 articles
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Written by Kristian and Dekel
Paid users vs. free subcontractors
Learn the difference between paid users and free subcontractors in Workiz.K
Written by Kristian. Updated over a week ago
How to allow techs to charge credit cards
Learn about the necessary steps to take to enable your techs to collect online payments out in the field.K
Written by Kristian. Updated over a week ago
Filtering field techs for jobs using skills and service areas
Read our guide on how to easily identify the right field techs for specific jobs based on skill sets and service areas.K
Written by Kristian. Updated over a week ago
Managing multiple sub-accounts with the franchises add-on
Learn how to keep tabs on multiple sub-accounts using the franchises add-on in Workiz.K
Written by Kristian. Updated over a week ago
Updating a team member's service areas
Learn how to quickly update a team member’s service areas to easily determine who can perform certain jobs.K
Written by Kristian. Updated over a week ago
Updating a team member's skills
Learn how to quickly update a team member’s skills to easily determine who can perform certain jobs.K
Written by Kristian. Updated over a week ago
Tracking your team's location in Workiz
Learn how to enable and use GPS tracking to dispatch jobs more efficiently.K
Written by Kristian. Updated over a week ago
Customizing team roles and permissions
Learn how to control what your team can see in Workiz by assigning, customizing, and even creating new roles.K
Written by Kristian. Updated over a week ago
Setting dashboard restrictions
Learn how to easily set dashboard restrictions to limit the data your team can see.K
Written by Kristian. Updated over a week ago
Working with subcontractors
Learn more about how to work with subcontractors using the add-on in Workiz.K
Written by Kristian. Updated over a week ago
Allowing subcontractors to collect payments and close jobs
Learn how to enable job closing and payment collection for your subcontractors.K
Written by Kristian. Updated over a week ago
The Difference Between the Job Time Tracking Feature and Time Sheets in Workiz
In this article you will come to understand the differences between Job Time Tracking and Time Sheets in Workiz and when to use each.
Written by Dekel. Updated over a week ago
How to log hours for jobs and shifts
Learn about all of the different ways you can log hours in Workiz.K
Written by Kristian. Updated over a week ago
Setting Commission Rates for Techs
Set an automatic commission rate for your field techs
Written by Dekel. Updated over a week ago
Restricting a user to assigned jobs
Learn how to limit users from seeing other users's Workiz schedules.K
Written by Kristian. Updated over a week ago
Restricting users from seeing financial data
Learn how to easily restrict users from seeing financial data in Workiz.K
Written by Kristian. Updated over a week ago
Disabling a user from your team
Learn how to disable users who are no longer on your team.K
Written by Kristian. Updated over a week ago
How to reset another user's password
Read our guide on how to quickly reset the password for a user on your team.K
Written by Kristian. Updated over a week ago