Jobs, Estimates & Contracts
Uploading Your Existing Contracts
Upload Contract from Create/Edit Contract Option After logging into the Workceo webpage, hover over the “Money” section in the left side column of the page. Click on the “Contracts” option as shown below to open the contract list of clients. This ...
Getting Contract Signature
View Contract > Sign In the “Contracts” page, all contracts are listed as shown below. Click on the “Action” menu of the required contract. In the “Action” dropbox, click on the “View” button. In the next page, the details of the contract are ...
Adding Contract Start & End Date
Create/Edit Contract After logging into the Workceo webpage, hover over the “Money” section in the left side column of the page. Click on the “Contracts” option as shown below to open the contract list of clients.. This will view the contracts list ...
Overview: Contracts
Contracts Module>Create Contract Hover on the “Money” tab in the main dashboard page. Click on the “Contracts” button in the dropdown. In the Contracts page, click on the “Create Contract” button on the top right corner of the page. Enter the ...
Downloading and Accepting Client Estimates
Goto the “Estimates” page. In the listed estimates, click on the “Action” menu. Click on the “View” button to view the estimate details as shown below. Upon clicking “view”, the estimate will open in a new tab. In case the estimate status is listed ...
How to Create a New Estimate
Create a new Estimate from the “Estimates” Section After logging into the Workceo webpage, hover over the “Jobs” icon on the left side column of the webpage to see the options of “All Jobs”, “Tasks” and “Estimates”. Click on the “Estimates” option ...
Overview-Job Estimates and Quotes
Hover on the “Jobs” tab on the left corner of the page. Click on “Estimates” button. In the “Estimates” page, click on “Create Estimate” button on the right top corner of the page. In the “Create Estimate” page, enter the “Estimate Number”, “Valid ...
Adding Custom Fields to Job Form
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How to Add Images to a Job
Upload an Image from the “Add Job” Section After logging into the Workceo webpage, hover over the “+” icon on the top right corner of the page. Click on the “Add Job” option from the list as shown below. In the “Add Job” from opened, scroll down to ...
Advanced Job Details and Features
Assign Vehicle Goto “Edit Job Details” page and scroll down. Scroll down until the “Vehicles” section as shown below. In the “Vehicles” section, click on “Choose Vehicles” to select from a list of vehicles. Add Custom Item or Service In the ...
How to Add Multiple Invoices to a Job
Add a New Invoice from “Invoice” Tab from “Jobs” Section After logging into the Workceo webpage, hover over the “Jobs” section in the left side column of the page. Click on the “All Jobs” option as shown below. Click on any of the “Job Name” to ...
Adding Products and Services to Jobs and Invoices
Edit Job>Add Item or Service/Product Goto “Edit Job Details” page and scroll down. Scroll down until the “Invoices” section as shown below. In the “Invoices” section, click on “Add Item or Service” to add item or service. Similarly click on “Add ...
How to Add Team Members to Job
Add/Edit a Job After logging into the Workceo webpage, hover over the “Jobs” section in the left side column of the page. Click on the “All Jobs” option as shown below. To edit the job details from the “JOBS” page, hover over the “Action” button on ...
How to Add Job Categories
Edit Job>Add Job Category Goto the “Jobs” page, after logging into the main dashboard. In the listed jobs, click on the “Action” menu of the job for which the job category is required to be added. In the “Action” menu dropdown, click on the “Edit” ...
Adding and Editing Jobs
Add Jobs in Top Menu Dropdown After logging into the Workceo webpage, hover over the “+” button on the top right corner of the “Dashboard” and select “Add Job”. This will take you to a job information form as shown below which accepts more details of ...
Overview: Job Management for Dispatchers and Admins
Add Job in Job Module Click on the “Add New Job” button available on the top left side of the dashboard as shown below. This will take you to a job information form as shown below which accepts more details of the job including job category, job ...