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Settings
Configuring Workever to suit your business needs
27 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
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
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
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
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
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
Written by
Damien Knight
Updated over a week ago
Using Staff Skills
How to create and assign staff skills to users.
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
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
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
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
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
Written by
Damien Knight
Updated over a week ago
Using reports
How to download reports to capture information
Written by
Damien Knight
Updated over a week ago
Work settings
Using Job Templates
Job Templates help save time by using preset information to populate the common fields on your jobs
Written by
Damien Knight
Updated over a week ago
Importing cost items through Excel file (.XLS template);
How to import cost items via XLS template
Written by
Dan S
Updated over a week ago
Setting up cost items
How to set up cost items such as fixed services for use across Workforce within quotes, jobs and invoices
Written by
Damien Knight
Updated over a week ago
How to create a stock item
Using Workever to manage your stock inventory (create a stock item, location and set alerts for low stock levels)
Written by
Damien Knight
Updated over a week ago
Event categories
How to categorise and colour code your events
Written by
Dan S
Updated over a week ago
Setting up custom fields
How to use custom fields to collect data on jobs, customers, quotes, assets and invoices
Written by
Damien Knight
Updated over a week ago
Setting up job statuses
How to customise and use your own job statuses in Workforce
Written by
Damien Knight
Updated over a week ago
Setting up quote statuses
How to customise and use your own quote statuses
Written by
Damien Knight
Updated over a week ago
On my way Tracking
Let customers know you're on your way and provide an ETA of arrival
Written by
Damien Knight
Updated over a week ago
Viewing email history
View the manual and automated email messages that have been sent to customers
Written by
Damien Knight
Updated over a week ago
Other
How to change your password / Login issues
How to change your password and how to fix login issues
Written by
Damien Knight
Updated over a week ago
Clearing your browser history
How to clear the history ( cache ) of your web browser
Written by
Damien Knight
Updated over a week ago
Data Protection - GDPR
Managing customer and staff data to comply with GDPR
how to manage your customer and staff member data to comply with GDPR rules
Written by
Damien Knight
Updated over a week ago
GDPR - General Data Protection overview
See what Workever are doing to stay compliant with GDPR data protection
Written by
Damien Knight
Updated over a week ago