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

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

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

How to categorise and colour code your events

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

How to customise and use your own job statuses in Workforce

How to customise and use your own quote statuses

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

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

Find answers and get help from Intercom Support and Community Experts

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