HELP

Get Help Using WorkWeek

Not sure what WorkWeek is? See how it helps Build, Run, and Grow your service business.

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Scheduling

How to scheduling your work and jobs.

How can I see my schedule?

Your scheduled appointments and calendar can be accessed from the Schedule link on the top menu after logging into your account.

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How do I schedule an appointment?

New appointments can be scheduled from either the Schedule link on the top navigation bar or from the job the appointment is for.

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Managing Jobs

How to manage your jobs, notes, and all the details.

How do I track chemical treatments?

Chemical treatments can be added to an invoice after creating one and are included when you send customers the invoice.

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How do I create a job?

Jobs can be started either from the Jobs page, or from an existing customer.

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How can I add notes to a job?

Job notes are added from the job's popover menu and are helpful for organizing extra info about your jobs.

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How do I create a customer?

New customers can be added by going to the Customers page on the top navigation bar and clicking Add a Customer.

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How do I mark a job as complete?

Marking your jobs as complete can help keep them organized. They can be completed by selecting Mark as Complete from the job's popover menu.

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How can I track expenses?

Expenses can be added from a job's popover menu or from the popover menu on the Business page.

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Invoicing and Estimates

How to invoice customers and provide estimates.

How can I remove an invoice or estimate?

You can get rid of unwanted estimates and invoices by selecting the remove option from the invoice/estimate's popover menu.

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How do I receive online payments for my invoices?

Online invoices are a great way to get paid fast and securely. For each invoice paid online, there is a 3.15% processing fee and a flat .55 cents fee for each payment.

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How do I convert an estimate to an invoice?

Converting an estimate to an invoice is a handy time saver which can be done by opening the popover menu on an estimate and choosing Convert Estimate to an Invoice.

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How do I create an estimate?

You can create as many estimates as you need for a particular job by selecting Create an Estimate from a job's popover menu.

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How do I mark an invoice as paid?

Keep track of invoices that've been paid by using 'Mark Invoice as Paid' from the invoice's popover menu. Invoices paid online are already marked as complete

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Invoice payment reminders

Invoice payment reminders are sent by us automatically based on the payment the terms of the invoice if your customer has an email address.

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How do I create an invoice?

Invoices can be created for a job by using the job's popover menu and choosing Create an Invoice.

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Managing Your Company and Account

Answers to common questions about your WorkWeek account.

QuickBooks Integration

Connect your QuickBooks account from the connections page to your WorkWeek invoices and customers to QuickBooks.

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How can I change my password?

Your password can be changed from the Manage page or you can request a password reset.

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How do I cancel my account?

Send us an email to support@workweek.com if you need to cancel your account for any reason

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How do I update my services?

Services can be added or removed by going to the Manage page located in the gear menu on the top right of the navigation bar.

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