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Knowledge Base
Release Notes
- April 2019: View More Jobs Per Page
- February 2019: Envelope-Friendly Document Templates
- Week of January 6-12 : New Year, New Merge Fields
- Week of December 9-15: Bug Fixes
- Week of December 2-8 : Anytime Jobs are now available on Work Mobile
- Week of October 30-November 6: Creepy Crawler Fixes
Announcements
- May 2018: Data Retention Policy Update
- April 2018: Map Update
- April 2018: New Verizon Connect Brand
- April 2018: QuickBooks Online Sync Update
- August 2017: Feature Retirement
- Fieldworker Logins on the Mobile App
A New Work Experience
Overviews
- Getting Started with Work in 3 Simple Steps
- Clients Overview
- Jobs Overview
- Scheduler Overview
- Quotes Overview
- Work Mobile App Overview
Setting Up My Account
Managing Users
- How do I create a fieldworker?
- How do I create a new Admin?
- How do I create a Restricted Admin?
- How do I delete a user?
- How do I create a Crew?
- How do I change my password?
Managing Document Templates
FAQs
- How do I report performance issues with Work?
- How secure is Work?
- How long will Work store my data?
- How can I leave feedback for Work?
- How do I give feedback on the Help Center?
- What integrations does Work support?
Importing/ Exporting Data
Video Tutorials
Job Basics
Jobs FAQs
- How do I alert my Fieldworkers?
- How can I change the content of E-mails and SMS messages sent from Work?
- Can I change the Client after I create the Job?
- How do I print a Job Card?
- How do I add documents to a Job?
- How can I improve load time on the Scheduler?
Managing Jobs
- How do I cancel a Job?
- How do I delete a Job?
- How do I restore a deleted Job?
- How do I archive a Job?
- How do I un-archive a Job?
- How do I view archived Jobs?
Recurring Jobs
- What is a Recurring Job?
- How do I create a Recurring Job?
- How far in advance can I schedule and view Recurring Jobs?
- What information will copy to my Recurring Jobs?
- What are "parent" and "child" Jobs?
- How do I find Parent Jobs?
Quotes
Scheduler
Items
- Can I track inventory stock in Work?
- How do I view an unrounded price of an item?
- How do I create an item in Work?
- How do I update the price of an item?
- How do I organize my items using Tags?
- How do I set up a tax rate?
Invoicing
- How do I create an invoice?
- How do I invoice a Sub Job?
- How do I invoice a task?
- How do I add an item to an Invoice?
- How do I add labor to an Invoice?
- How do I record a payment for an invoice?
Work Mobile App
- New Work Mobile App Webinar
- What is the difference between Work Classic App and Work Mobile App?
- How do I download the Work Mobile App?
- Work Mobile App FAQs
- Can I use different devices?
- What is the current version of the Work Mobile App?
Work Mobile App How-To
- How do I prevent excessive data use on Work Mobile?
- How do I set up Work Mobile App permissions?
- How do I allow Fieldworkers to reject a Job?
- How do I clock in/out on Work Mobile App?
- How do take photos on a Job with Work Mobile?
- How do I add a new Item from the field?
Work Classic App
- What is the current version of the Work Classic App?
- How do I check my Work Classic App version?
- What mobile devices can I use with the Work Classic?
- Lifecycle of a Job in the App
- How do I Receive Payments on Work Classic App?
- Offline Mode
Fieldworker Location
QuickBooks Desktop
- Preparing for QuickBooks Desktop Sync
- QuickBooks Desktop Sync Settings
- QuickBooks Desktop Integration Checklist
- QuickBooks Desktop Sync: System Requirements
- QuickBooks Desktop Sync: How to find your data file
- Getting Started with QuickBooks Desktop Sync
QuickBooks Online
- Preparing for QuickBooks Online Sync
- QuickBooks Online Sync Settings
- QuickBooks Online Integration Checklist
- Getting Started with QuickBooks Online Sync
- What information syncs with QuickBooks Online?
- Troubleshooting QuickBooks Online