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How to change your reference on jobs /quotes /Invoices
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

Updated over a week ago

Workever automatically creates a three character prefix based on the first three letters of your company name that will be used on your company quotes, jobs and invoices. 

As an example if your company was called Johns smith heating, your three character reference would be JOH. 

You can change this to anything you want  from within the company settings page. It doesn't have to be three characters (it can be more or less). 

Once you have updated your characters in the "reference prefix box" click save at the bottom of the page. Note: All of your existing quotes, jobs and Invoice references will be updated with your new characters

Now all of your job, quote and Invoice references will be updated with your new prefix

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