STEP 1: MAIN WORKFLOW

From Getting a Job to Getting Paid

  • 10 Videos
  • 36 Min

Learn how Workiz can help you streamline your business as we take you through your daily workflow – from getting, scheduling, and managing jobs to sending invoices and getting paid.

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Intro: Main Workflow
Learn how to streamline your service business with a quick video that will take you through the main workflow of Workiz.
3 Ways to Book a Job
There are 3 ways a client can book a service call through Workiz: 1. Phone Call (Workiz Service Phone) 2. Online Booking Widget 3. Workiz Chatbot
Schedule & Manage Jobs
This video will show you how to add a job, view and manage your schedule, and update job status.
Create & Manage Estimates
Learn how to create customized and professional estimates for your clients, which will help you land jobs. Once the estimate is confirmed, turn it into a job in just a few clicks.
Create & Manage Invoices
Check out this quick guide on how to create and manage your invoices with Workiz, so you can get paid faster and more easily.
Collect Online Payments
Accepting payments with Workiz is fast, easy, and secure! WorkizPay is our integrated online credit card payment processor, powered by WePay (backed by Chase Bank). Setup takes only 
a few minutes, and there are no hidden fees.
Search for Clients, Jobs, and Other Information
Learn how to search and find information for your clients, jobs, and schedules within Workiz. You can quickly find information using our search bar—which allows you to search through a large collection of jobs, clients, or leads—by simply typing text into a field. You can also search for clients, jobs, and invoices through the above-mentioned pages using our smart filters.

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Intro: Main Workflow
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3 Ways to Book a Job
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Schedule & Manage Jobs
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Create & Manage Estimates
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Create & Manage Invoices
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Collect Online Payments
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Search for Clients, Jobs, and Other Information
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