Workever

How to add a new job, attach a customer using a job template or as an ad hoc job.

Adding a new job

Viewing site history

How to batch import jobs using the automatic upload .xls template

Importing jobs via Excel

How to assign an active job to a field worker and schedule the work.

Assigning and Scheduling a Job

How to open job sheets and job reports on Google Chrome

All day job bookings

How to add revisits to already scheduled jobs.

Adding revisits

Using Project Jobs to create individual sub jobs to an overall project.

How to Create a Project Job

How to create a job sheet prior to work commencing and a job completion report.

Creating a Job Sheet or Job Report

Save time on data duplication and convert a job to a quote

Converting jobs to quotes

Using filters to change the display of jobs and how to export jobs for

Filtering Jobs

How to download multiple files through the Files and Note section.

Batch download files

How to export a customised .xls report of jobs.

Exporting Jobs

An overview of what you can do with the Workforce profit and loss module.

Profit & Loss overview

How to update the status of more than one job in one go

Batch update job status

Learn how to create and manage jobs in Workever.

Jobs

Setting up recurring jobs that repeat regularly

How to set up a recurring job

How to add a document or images to the master and all child recurring jobs

Add documents to all recurring jobs

How you delete a particular instance of a recurring job or the full recurring job

How to batch delete a recurring job

How to batch update the status of one or multiple instances of your recurring job

Batch update the status of a recurring job

Recurring jobs

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YouTube Videos

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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