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

Importing your contact records using Excel  ( .XLS template )

How to create and assign to External contractors

Managing External Contractors

How to view customer billing records from within each contact

Viewing customer billing records

How to add files and notes to a customer record

Adding files and notes to a customer

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

How to create contact categories

How to add an external contractor or a supplier in Workever

How to add a contractor or supplier

How to create, edit and delete contact records

How to add, edit and delete a new contact

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

Contacts

Manage all of your customers sites in a central place

Customer sites

How to batch import sites using the .XLS import function

Import sites for a contact using an Excel

Sites

Login to Workever

Sign up for a trial

Youtube Videos

YouTube Videos

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