Workever

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

Login to Workever

Sign up for a trial

Youtube Videos

YouTube Videos

Find answers and get help from Intercom Support and Community Experts

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