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

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

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Create your workspace and invite the people you work with.

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

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

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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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