QuickBooks Online And Workiz What Gets Transferred

How does syncing Workiz and QuickBooks online work?   When you run a sync Workiz will do the following. 1.Get clients from QuickBooks, If we find a client with the same name in Workiz we will match them up. 2.Push clients from Workiz. If we find a duplicate in QuickBooks […]

Connecting Workiz and QuickBooks Online

How to connect Workiz And QuickBooks Online? 1.Navigate to Settings -> QuickBoooks Sync 2.Click the “Connect to QuickBooks” button. Workiz will now ask you to log in to your QuickBooks online account if you haven’t already. 3.You are now connected! To run a  sync click the “Sync with QuickBooks” button. […]

Document templates

Workiz lets you customize your service business documents as you need. You can select a template, edit or design your own invoices and estimates.   Editing Document Templates To make changes to your templates go to “Settings” and then click “Documents”. Next, you’ll see a list of your available documents. When […]

Custom documents

Workiz allows you to go beyond just the invoice, estimate and work order forms. You can generate custom forms with signature requirements. Tom manage your custom documents navigate to: Administration -> Documents  and click the custom tab. Here you will have a list of your custom documents. To add a […]

Work orders

To create a job work order, open a job by clicking the job id from your schedule or from any other report. In the job page, navigate to the finance tab and click the “Work Order” button. You can also collect signatures, Email or download the invoice as PDF by […]

Collecting signatures

Workiz allows you and your field stuff to collect signatures to any document (invoices, estimates, work orders…) using any touch enabled device. To do this simply open an invoice or any other document and click the “Action” button. Select “Sign” a dialog box will appear with a section for the […]

Sending an invoice

To send an invoice simply open the invoice from the invoices tab on your left navigation or from any job page with an invoice. Click on the “Action” button on the top right corner and select “Send” review the client information and select your sending method by clicking the “Send […]

Creating Estimates

To create an estimate simply click on the “Add new” button on your left navigation and select Estimate. If the estimate is for an excising client search and select the client first than click on the “Create” button. If tee estimate is for a new client create a new client […]