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Contacts

Manage your customers and their sites as well as contractors and suppliers within your Workever account

10 articles
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Written by Damien Knight and Dan S

How to add a new customer (commercial or domestic)

Adding a new customer to Workever
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Written by Damien Knight. Updated over a week ago

Importing your contact records using Excel ( .XLS template )

How to import, export and delete multiple contact records using the automatic upload .xls template
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Written by Damien Knight. Updated over a week ago

Managing External Contractors

How to create and assign to External contractors
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Written by Damien Knight. Updated over a week ago

Viewing customer billing records

How to view customer billing records from within each contact
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Written by Damien Knight. Updated over a week ago

Adding files and notes to a customer

How to add files and notes to a customer record
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Written by Damien Knight. Updated over a week ago

How to create contact categories

Defining contact categories to group customer, supplier and contractor contacts records.
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Written by Damien Knight. Updated over a week ago

How to add a contractor or supplier

How to add an external contractor or a supplier in Workever
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Written by Damien Knight. Updated over a week ago

How to add, edit and delete a new contact

How to create, edit and delete contact records
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Written by Damien Knight. Updated over a week ago

Sites

2 articles
Damien Knight avatarDan S avatar
Written by Damien Knight and Dan S
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