Workever

Damien Knight

Dan S

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

Change how your quotes and invoices appear to your customers with free text fields

How to Customise Quote & Invoice Templates

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

Edit or staff member accounts and assign categories to fieldworkers

How to edit staff members and assign categories

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

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

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

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