Skip to main content
Workiz Help Center home page Help Center
Go to Workiz
Sign in
  1. Workiz
  2. Getting started
  3. Account customization

Account customization

Articles

Promoted article Automate your essential business tasks with Workiz Automations

Customizing your lead, job, estimate, and invoice IDs

Customizing your sidebar menu by pinning your favorite features

Enabling two-factor authentication

How to add new team members to your Workiz account

Uploading your company logo

How to create custom fields for jobs and clients

How to manage multiple service areas

How to update your ad groups

Using custom fields in estimates, invoices, and custom documents

Customizing your Workiz dashboard

Importing data into Workiz

Go to Workiz