Settings

Configuring Workever to suit your business needs

Damien Knight avatar Dan S avatar
26 articles in this collection
Written by Damien Knight and Dan S
Company settings

How to set up basic company information, regional settings and add a logo.

Set what is displayed on your quotes, job sheets/reports and invoices including currency, logo, payment terms and date format
Damien Knight avatar
Written by Damien Knight
Updated over a week ago

How to change your reference on jobs /quotes /Invoices

How to change the reference character prefix at the start of your quotes, jobs and Invoices
Damien Knight avatar
Written by Damien Knight
Updated over a week ago

How to set up default Payment Terms

Setting up payment terms for use on an invoice
Damien Knight avatar
Written by Damien Knight
Updated over a week ago

How to setup charging rates

How to set up your charging rates and bill time increments
Damien Knight avatar
Written by Damien Knight
Updated over a week ago

Modules control overview

How to enable and disable ( turn off and on ) modules in your account to suit your business
Dan S avatar
Written by Dan S
Updated over a week ago

How to Customise Quote & Invoice Templates

Change how your quotes and invoices appear to your customers with free text fields
Damien Knight avatar
Written by Damien Knight
Updated over a week ago

Using Staff Skills

How to create and assign staff skills to users.
Dan S avatar
Written by Dan S
Updated over a week ago

How to add a new tax rate

Updating tax rates or creating new ones is easy in Workever
Damien Knight avatar
Written by Damien Knight
Updated over a week ago

Creating and updating staff members

How to create staff members and set up permissions for field and office staff
Damien Knight avatar
Written by Damien Knight
Updated over a week ago

Creating Roles & Permissions

How to create custom roles and permissions for admin and field staff to control the information they see
Damien Knight avatar
Written by Damien Knight
Updated over a week ago

How to edit staff members and assign categories

Edit or staff member accounts and assign categories to fieldworkers
Damien Knight avatar
Written by Damien Knight
Updated over a week ago

How to customise automated emails & messages

How to set up the messages and communication feature of Workforce
Damien Knight avatar
Written by Damien Knight
Updated over a week ago

Using reports

How to download reports to capture information
Damien Knight avatar
Written by Damien Knight
Updated over a week ago