This article will show you how to manage your serial numbers in Workiz.

You can change the default item numbers for your:

• Jobs

• Leads

• Invoices

• Estimates

How can I change the next number?

1. Click the top right settings icon and then "Settings" from the drop-down menu.

2. Click the "Numbering" tab under General Settings.

3. Here you can see the upcoming numbers for all of your items:

• Coded Job IDs – Some business owners prefer to keep their number coded. If you choose this option your Job IDs would look like this: XD76S6 and will have no sequential order.

• Next Job ID – If Job IDs are not coded.

• Next Invoice ID

• Next Estimate ID

• Next Lead ID

Note: You cannot update a number that is lower than your latest job/lead/invoice/estimate.

4. Click update to save.

Invoice IDs

Invoice ID numbers are different from your Job’s ID.

Example: Job ID # 105 can have an Invoice ID number of #1005.

If you are using coded Job IDs then your invoice and Job ID will be the same (X44JAT6…)

Estimate IDs

Estimates that were created under a job, will bear the same ID as the job and their number in the jobs estimates.
Example: Job ID # 20056 will have estimates labeled

• 20056-1

• 20056-2

• 20056-3

• and so on…

Estimates created without a job will have their own separate numbers according to the numbers you’ve updated.

Need more help? See related articles below:

Managing Items, Products, and Services in Workiz

How to Set Up and Use Item Groups