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  3. Basics

Basics

Articles

How to create jobs in Workiz

How to add job types

Assigning team members to jobs

How to close a job

Creating estimates and invoices from jobs

How to create recurring jobs

How to cancel a job

How to label jobs with tags

How to update a job's status

How to view a job's activity timeline

How to duplicate a job

Adding and editing job notes

Generating and sending work orders

Finding done or canceled jobs

How to delete a job

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