Jobs

Everything you need to know about jobs in Workiz

Dekel avatar K
16 articles in this collection
Written by Dekel and Kristian

How to create jobs in Workiz

Learn how to create jobs in Workiz.
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Written by Kristian
Updated over a week ago

Assigning team members to jobs

Learn how to assign team members to existing jobs in Workiz.
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Written by Kristian
Updated over a week ago

How to add items and services to jobs

Learn more about how to add items and services to jobs in Workiz.
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Written by Kristian
Updated over a week ago

How to update a job's status

Learn how to update a job’s status in Workiz.
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Written by Kristian
Updated over a week ago

How to create sub-statuses

Learn how to keep track of your jobs by creating sub-statuses.
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Written by Kristian
Updated over a week ago

How to manage required fields for new jobs

Learn how to manage required fields when creating new jobs.
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Written by Kristian
Updated over a week ago

How to cancel a job

Learn how to remove jobs from your schedule after they've been canceled.
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Written by Kristian
Updated over a week ago

How to label jobs with tags

Learn more about staying organized using job tags.
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Written by Kristian
Updated over a week ago

How to create leads

Learn about how and when to create a lead in Workiz.
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Written by Kristian
Updated over a week ago

How to close a job

Learn about how to close a job in Workiz.
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Written by Kristian
Updated over a week ago

How to create recurring jobs

Find out how to save yourself time by creating recurring jobs in seconds.
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Written by Kristian
Updated over a week ago

How to add job types

This article will show you how to create and manage your job types.
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Written by Kristian
Updated over a week ago

Setting up custom fields by job type

Learn how to streamline your jobs by assigning custom fields to specific job types in Workiz.
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Written by Kristian
Updated over a week ago

Attaching files and images to jobs

Learn how to attach files and images to jobs using the web app on desktop.
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Written by Kristian
Updated over a week ago

How Can Admins View the Hours Spent on a Job (Clock-In/Out)?

Dekel avatar
Written by Dekel
Updated over a week ago

How to delete a job

Learn how to easily delete a job in Workiz.
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Written by Kristian
Updated over a week ago