Workever

Track, filter, and restore recent actions made by your team members using the Workever Activity Feed.

Activity Feed – Tracking and Restoring Actions

Archive inactive records without deleting them - keep your workspace clean, organised, and your historical data always within reach.

Archive – Managing and Restoring Archived Records

Everything you need to know about Email Two-Factor Authentication (2FA), including signing in, trusted devices, verification codes, and account settings.

Two-Factor Authentication (2FA)

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

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

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

How to update your branding PDF template style

Choosing a PDF template style

How to brand and customise details on your documents sent to customers and add your logo

Branding & Design

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

How to set up home pages for individual users

Setting up a Home Page

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

Login to Workever

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Youtube Videos

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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