STEP 2: SETTING THINGS UP

Tailor Your Account to Fit Your Business Needs

  • 7 Videos
  • 28 Min

Learn how to set up and customize your Workiz account. Add your teammates, logo, and clients. Create custom fields, job statuses, tags, and line items.Customize your invoices and estimates and set up Workiz's Online Booking Widget and Service Chatbot.

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Settings Quick Overview
Complete your account profile, define the roles and positions in your company, add your team members and clients, and choose a ​Workiz number to send auto-notifications.
How to Customize Your Job Form
It’s fairly simple to add a new job in Workiz, but what if you want to add more specific information to each job? Watch the video to find out how you can customize your job form.
How to Label Jobs
Adding tags to jobs is one of the best ways to help you stay organized. You can group clients by job type, region, client status (estimate, callback, follow up, etc.), or anything else.
Automated Custom Notifications
Customize and automate notifications to keep your clients in the loop at key points before, during, and after a job is performed. Send clients appointment reminders, thank you messages, review requests, and more. You can also use notifications to communicate with your techs.
How to Create Custom Documents from Scratch
In the home services industry, business owners require documents such as estimates, invoices, work orders, or waivers to run their businesses. Learn how you can easily create your own professional custom documents and send them to your team or clients.
Adding Teammates
Learn how to invite team members, manage users, and define roles within Workiz.
Adding a Workiz Service Chatbot
Easily install the Workiz Service Chatbot on your website and allow clients to schedule jobs independently 24/7. You’ll be getting new jobs while you sleep!
Create and Manage Your Online Booking Widget
Set up your Online Booking widget and embed it into your website, social media, or any other website so that your clients can book directly online. It’s fully customizable, allowing you to adjust the services you wish to offer, time slots, operating hours, and required info. You can even customize the look and feel of your online form!

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Settings Quick Overview
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How to Customize Your Job Form
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How to Label Jobs
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Automated Custom Notifications
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How to Create Custom Documents from Scratch
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Adding Teammates
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Adding a Workiz Service Chatbot
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Create and Manage Your Online Booking Widget
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