Step 2: Setting Things Up

Customize Your Account Based On Your Unique Business Needs

  • 7 Videos
  • 28 min
Learn how to set up your Workiz account. Add your teammates, logo, and clients. Create your own custom fields, job statuses, tags, and line items. Customize your invoices and estimates and set up Workiz’s Online Booking Widget and Service Chatbot.
Settings Quick Overview
Complete your account info, define the roles and positions in your company, add your team members and clients, and choose a ​Workiz number so that you can send out 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 pages.
How to Label Jobs
Adding tags to jobs is one of the best ways to help you stay organized. You can group your clients by job type, region, client status (estimate, callback, follow up, etc.), or anything else. You can choose your own tags and how you want to use them.
Automated Custom Notifications
With Workiz, you can customize and automate notifications to keep your clients in the loop at key points before, during, and after the job is performed. Notifications can also be used to send your techs important reminders.
How to Create Custom Documents from Scratch
In the service industry, business owners require documents such as estimates, invoices, work orders, or cancellation waivers to run their business. 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 your team members and how to manage your users and the different types of roles within Workiz.
Adding a Workiz Service Chatbot
Easily install the Workiz Service Chatbot on your website and allow clients to schedule jobs without ever having to talk to you. You’ll be getting new jobs in your sleep!
Create and Manage Your Online Booking Widget
Set up your online booking widget and embed it onto 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, the length of time slots, operating hours, and required client information. 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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