Help center

Get set up without a sales call.

Short guides for the first things every shop does. The help center is new, and more articles are on the way.

Getting started

Your first 15 minutesCreate your organization, load sample data and work through the setup checklist.4 min read
Build your first estimate by openingGroup lines by door, add options and a deposit schedule, then send one link for signature.5 min read

Moving in

Import your data from WorkizExport CSV reports from Workiz, map the columns and review a dry run before anything is saved.6 min read

Money

Team

Roles and permissionsWhat owners, admins, office staff, sales, techs and subcontractors can see and do.3 min read

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