In this article, you will learn how to prevent your team from creating standalone estimates and invoices in Workiz.
By default, Workiz lets you create two types of estimates and invoices: standalone or job-connected. Standalone documents work well when you just need to send a quick bill without logging job details. These types of documents may create complications later, since they cannot be retroactively linked to jobs once created.
If your business always tracks work through jobs and leads, you may want to prevent your team from mistakenly creating standalone documents.
Disabling the ability to create standalone estimates and invoices
- From the top navigation bar, select your profile icon > Account
- Scroll down and disable the toggle switch for Allow standalone estimates and invoices
- Select Save
The option to create a standalone estimate or invoice will be removed across your account, ensuring that all your services are properly logged as jobs or leads. Your team will still be able to create:
- Invoices directly from a job
- Estimates directly from a job or lead