Academy Step 02

Step 2: Setting Things Up

Customize Your Account Based On Your Unique Business Needs

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.

Get Started

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!

Lessons :

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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Articles & relevant blog posts

Upload Your Company Logo

How to Sync Your QuickBooks Account with Workiz

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Customizing Your Invoices and Estimates

Adding a Service Form to Your Website

How to Set Up Your Business Hours in Workiz

Track Your Team’s Location

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Product Update: User Skills Feature

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