Contacts

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

10 articles in this collection
Written by Damien Knight and Dan S

How to add a new customer (commercial or domestic)

Adding a new customer to Workever

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

Written by Damien Knight
Updated over a week ago

Managing External Contractors

How to create and assign to External contractors

Written by Damien Knight
Updated over a week ago

Viewing customer billing records

How to view customer billing records from within each contact

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

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.

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

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

Written by Damien Knight
Updated over a week ago

Sites

Customer sites

Manage all of your customers sites in a central place

Written by Damien Knight
Updated over a week ago

Import sites for a contact using an Excel

How to batch import sites using the .XLS import function

Written by Dan S
Updated over a week ago