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