Setting up payment gateway

To set up your account to take credit cards through you will first need two things: 1.A merchant account – you can set those up through your bank or any merchant agent. 2.An account – This should be set up by your merchant account bank or agent. Speak […]


Job statuses and sub-statuses can help keep track of the job’s progress. It’s also a great way to communicate with your team and filter what needs to be done. Your Workiz account has four main statuses for open jobs (“Done” and “Canceled” jobs do not show on your schedule) Submitted – […]

Hours Report

The hours report allows you to view the hours clocked in by each one of your users for a given time range. To view your users hours navigate yo: Reports > Hours Report Filters And Options User’s name – Select the user you wish to view the hours for. Time […]

Jobs Report

The job report is a great tool to locate any job and show your jobs by any parameter. The job report can be accessed by navigating to: Reports > Jobs Filters And Options You can filter and arrange your report by many different dimensions. Job type – Show only jobs […]

Commission Reports

The commission report shows a break down of jobs closed along with the relevant payments, taxes and commission splits. The top row of the report will always show the total for each column so this tool can be very useful for getting profit amounts and total for parts or taxes. […]

Job field validation

Every service business is different and while one business owner would prefer to put as much information as possible on clients another owner would prefer to just submit the job as quickly as possible. Workiz allows you to control what fields in the job page are validated. To make use […]

Setting custom user notifications

Custom notifications are a powerful tool for a service business owner to stay updated with work flow changes. You can set a custom notification to pretty much any action preformed in your business. To create a custom notification navigate to: Administration > Notifications To add a notification click “Create notification” […]

The messaging center

The messaging center helps you manage your contacts and messages in one place. With Workiz you have a dedicated SMS number and Email address to communicate with your team. On the left, you can see the list of contacts you recently exchanged messages with (Field techs, clients, referral companies….). You can reply […]

Sending a job to a technician

To Workiz to your tech, click any job id to edit a job from the dashboard or any other report. First Assign a tech to the job. Now click on the “Send Job” button located on the right of the technician selector, When clicking this button you will have 3 […]

Adding payments

You can add payments top any job or invoice that has a balance due. Add payment to a job In any job, click the finance tab and scroll down under the job items. The due balance is usually filled for you. If you need to add any other amount, simply […]