Workever

Configuring Workever to suit your business needs

Settings

Set what is displayed on your quotes, job sheets/reports and invoices including currency, logo, payment terms and date format

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

How to change the reference character prefix at the start of your quotes, jobs and Invoices

How to change your reference on jobs /quotes /Invoices

Setting up payment terms for use on an invoice

How to set up default Payment Terms

How to set up your charging rates and bill time increments

How to setup charging rates

How to enable and disable ( turn off and on ) modules in your account to suit your business

Modules control overview

How to create and assign staff skills to users.

Using Staff Skills

Updating tax rates or creating new ones is easy in Workever

How to add a new tax rate

How to create staff members and set up permissions for field and office staff

Creating and updating staff members

How to create custom roles and permissions for admin and field staff to control the information they see

Creating Roles & Permissions

How to set up the messages and communication feature of Workforce

How to customise automated emails & messages

How to download reports to capture information

Using reports

How to update your branding PDF template style

Choosing a PDF template style

How to brand and customise details on your documents sent to customers and add your logo

Branding & Design

Company settings

Job Templates help save time by using preset information to populate the common fields on your jobs

Using Job Templates

How to import cost items via XLS template

Importing cost items through Excel file (.XLS template);

How to set up cost items such as fixed services for use across Workforce within quotes, jobs and invoices

Setting up cost items

Using Workever to manage your stock inventory (create a stock item, location and set alerts for low stock levels)

How to create a stock item

How to categorise and colour code your events

Event categories

How to use custom fields to collect data on jobs, customers, quotes, assets and invoices

Setting up custom fields

How to customise and use your own job statuses in Workforce

Setting up job statuses

How to customise and use your own quote statuses

Setting up quote statuses

Let customers know you're on your way and provide an ETA of arrival

On my way Tracking

View the manual and automated email messages that have been sent to customers

Viewing email history

Work settings

How to change your password and how to fix login issues

How to change your password / Login issues

How to clear the history ( cache ) of your web browser

Clearing your browser history

How to set up home pages for individual users

Setting up a Home Page

Other

how to manage your customer and staff member data to comply with GDPR rules

Managing customer and staff data to comply with GDPR

See what Workever are doing to stay compliant with GDPR data protection

GDPR - General Data Protection overview

Data Protection - GDPR

Login to Workever

Sign up for a trial

Youtube Videos

YouTube Videos

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.