Workever

How to add a new customer (commercial or domestic)

How to import, export and delete multiple contact records using the automatic upload .xls template

How to create and assign to External contractors

How to view customer billing records from within each contact

How to add files and notes to a customer record

Defining contact categories to group customer, supplier and contractor contacts records.

How to add an external contractor or a supplier in Workever

How to create, edit and delete contact records

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

Manage all of your customers sites in a central place

How to batch import sites using the .XLS import function

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