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Know your numbers without touching a spreadsheet

Brew & Do

Limited seats

Know your numbers without touching a spreadsheet

In just 15 minutes, you'll build reports that answer your biggest business questions, like what's profitable and who's productive, and save them to use again and again.

Why should I attend?

Bring the business questions you spend hours building spreadsheets for every week. Together, we'll build Workiz reports that answer questions like:

  • Which job types actually make me money?

  • Which lead sources turn into paid jobs?

  • How much commission does each tech earn this week?

In this hands-on session, you'll see how fast you can get answers just by asking AI, explore your 49 new ready-to-use reports, and build and save a custom report.

No matter your question, if you can ask it, Workiz can report it.

☕ Join live, build a report, and get a $10 Starbucks gift card.

What we'll cover

  • Just ask: an AI report chat that answers plain-English questions fast.

  • Skip the build: 49 new reports, pre-built and ready for you to use.

  • Build your own: a custom report builder that slices any number any way you need.

Who should attend?

Owners, managers, operators, admins, and anyone else in your organization who needs to look at the numbers.

P.S. Custom reports are included in the Ultimate plan. Not on Ultimate? Try them free for 14 days.

Speakers

Bar Dahan

Bar Dahan,

Support Engineer Team Lead, Workiz

Bar is a team lead on Workiz's Technical Support team, where the toughest product questions land. He knows Workiz end to end and always has an idea up his sleeve for working smarter. In this session, he'll show you how to get real answers from your data, live, in your own account.