Your scheduled appointments and calendar can be accessed from the Schedule link on the top menu after logging into your account.
New appointments can be scheduled from either the Schedule link on the top menu or from the job the appointment is for.
Jobs can be started either from the Jobs link on the top menu, or from the customer that you would like to create a new job for.
If you have any specific requests from your customer or notes you need to keep track of for a job, you can attach those directly to the job by adding a note to it.
New customers can be added by using 'Add a New Customer' from the Customers link on the top menu.
Marking your jobs as complete can help keep them organized, which can be done by using 'Mark as Complete' from the job's action menu.
You can get rid of unwanted estimates and invoices by clicking on the remove link located at the bottom of the estimate/invoice you no longer need.
Converting an estimate to an invoice is a handy time saver which can be done by clicking on 'Convert to an Invoice' in an estimate's action menu.
You can create as many estimates as you need for a particular job by using 'Create an Estimate' from that job's action menu.
Keep track of invoices that've been paid by using 'Mark as paid' from the invoice's job action menu.
Invoice payment reminders are sent by us automatically based on the payment terms of the invoice if your customer has an email address.
Online invoices are a great way to get paid fast and securely. For each invoice there is a 3.15% processing fee and a flat .55 cents fee for each payment transfer to your bank account.
A new invoice can be created for a job by using the job's action menu and clicking 'Create an Invoice'
Your password can be changed or recovered by going to the password recovery page.
Send us an email to firstname.lastname@example.org if you need to cancel your account for any reason
Services can be added or removed by accessing the 'Manage your company' page which is located under Account on the top menu.
Your WorkWeek website can be updated and customized by logging in to your account and then accessing the Website Setup page from the Account management screen