Welcome
Workiz is our all-in-one platform for managing jobs, scheduling, customer communication, and invoicing. It helps keep our team organized, efficient, and connected in the field and in the office.
This page will guide you through the basics so you can confidently use Workiz in your day-to-day role.
Getting Started
Access Workiz:
- Desktop: Log in through the Workiz web portal
- Mobile: Download the Workiz app (iOS or Android)
First Steps:
- Log into your account
- Set up your profile (name, contact info, etc.)
- Enable notifications (important for job updates)
First Week Checklist ✅
During your first week, make sure you:
- Log into Workiz on both iPad and mobile
- Review your assigned jobs
- Set your availability/schedule
Learn How To:
- Clock in and out
- View job details
- Update job status
- Add notes and photos
- Complete at least one job using Workiz from start to finish
🎥 Training Videos
Watch these to get up to speed quickly:
Getting Started with Workiz
https://www.youtube.com/watch?v=example-workiz-overview
Overview of scheduling, dispatching, invoicing, and CRM features
Clock In / Clock Out + Job Tracking
https://www.youtube.com/watch?v=example-workiz-timetracking
How to track time and manage job progress in the field
Key Features We Use Daily
📅 Scheduling & Dispatch
- View your daily schedule in the app
- Check job details before heading out
- Receive real-time updates from dispatch
📍 Job Tracking
- Update job status:
- En Route
- On Site
- Job Complete
- Add notes throughout the job
- Upload photos (before, during, after)
📲 Communication
- Use Workiz to call or text customers
- Keep all communication inside the platform
- Use internal notes for team communication
🧾 Invoicing & Payments
- Create invoices after completing a job
- Review pricing before sending
- Collect payment when applicable
- Send receipts directly through Workiz
Standard Operating Procedures (SOPs)
To keep everything consistent across the team:
Job Status:
- Always update in real time
Notes:
- Every job must include clear, detailed notes
Photos:
- Before work
- During work (if needed)
- After completion
Job Completion
- Ensure all details are entered
- Confirm job is marked complete
Invoicing
- Complete immediately after the job unless instructed otherwise
Do’s & Don’ts
Do:
- Keep job status updated
- Add clear and helpful notes
- Upload photos for documentation
- Use Workiz for all customer communication
Don’t:
- Leave jobs open or incomplete
- Skip notes or photos
- Use personal phone/text instead of Workiz
- Delay updating job status
Troubleshooting / FAQ
I don’t see my jobs
- Refresh the app
- Check your schedule view
- Contact the office if still missing
App isn’t updating
- Close and reopen the app
- Check your internet connection
Customer didn’t receive invoice
- Confirm email/phone is correct
- Resend through Workiz
Need help?
- Contact: kkuhn@goldeagleservices.com
- Or reach out to your manager
