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

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

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

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

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