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Team management

Team management

Find out how to keep your team organized, create services, and much more with this collection of articles

18 articles
KDekel avatar
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.
Dekel avatar
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
Dekel avatar
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