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Account settings

The basics on configuring your Workiz account to make sure it's working for you

Dan avatar Dekel avatar K
7 articles in this collection
Written by Dan, Dekel, and Kristian

How to Resize Your Company Logo in Workiz

Working on an invoice, estimate or custom document and NEED to resize your logo? No problem!
Dekel avatar
Written by Dekel
Updated over a week ago

Managing Your Serial Numbers

Dekel avatar
Written by Dekel
Updated over a week ago

How to customize your account settings

Read our guide on how to customize your account settings in Workiz.
K
Written by Kristian
Updated over a week ago

Getting In-App Notifications

Get a push notification for all incoming and outgoing messages.
Dan avatar
Written by Dan
Updated over a week ago

How to Create a Custom Document from Scratch

Dekel avatar
Written by Dekel
Updated over a week ago

How to set and manage tax rates for jobs and invoices

Learn how to set your default tax rate and manage multiple other tax rates for jobs and invoices.
K
Written by Kristian
Updated over a week ago

How to reset my password?

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