Managing Your Serial Numbers

  • Updated

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.



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