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Guides, videos, and answers for everything WorkZen.

Set up your accountCompany profile, team, and the basics.Win more leadsCapture, claim, and convert.Schedule the workJobs, visits, and the calendar.Get paid fasterInvoices, payments, and refunds.Run your teamRoles, permissions, and time tracking.Set up your business phoneNumbers, call flows, and the AI receptionist.

Browse by topic

Getting Started

Set up your company profile, invite your team, and learn the basics of WorkZen so you can run your first jobs with confidence.

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Leads

Capture leads from your website, phone, and forms, then claim, track, and convert them into paying clients without letting any slip away.

All 12 articles →

Clients & Properties

Manage clients and their properties in one place: contact details, service history, files, and every conversation your team has had.

All 6 articles →

Jobs & Scheduling

Create jobs, schedule visits, and run your calendar. Keep crews on time with tasks, reminders, checklists, and completion reports.

All 18 articles →

Estimates

Create, send, and track professional estimates that win you more jobs, with optional line items, deposits, and one-click invoice conversion.

All 8 articles →

Invoices & Payments

Invoice your clients and get paid faster, online or in person. Record payments, send receipts, issue refunds, and track what is due.

All 12 articles →

Expenses

Track business expenses, scan receipts, and manage approvals so job costs stay visible and margins never surprise you at month end.

All 2 articles →

Catalogs & Pricing

Build your price book with services, materials, taxes, markups, and discounts so every estimate and invoice is priced consistently.

All 4 articles →

Team & Permissions

Invite your team, assign roles and permissions, and track time in the field. Control exactly who can see and edit what in WorkZen.

All 5 articles →

Phone & AI Receptionist

Set up business phone numbers, build call flows, and let the AI receptionist answer 24/7, capture leads, and book appointments for you.

All 7 articles →

Messaging

Text your clients and chat with your team from one shared inbox, with every conversation linked to the right client and job in WorkZen.

All 2 articles →

Reports

Know your numbers: run revenue, jobs, time, and commission reports to see exactly where your business makes and loses money.

All 11 articles →

Integrations

Connect QuickBooks, Zoho Books, Zapier, WordPress, the lead widget, and more to keep your tools and your data in sync with WorkZen.

All 10 articles →

Account & Billing

Manage your WorkZen plan, subscriptions, billing details, and account settings, from upgrading your plan to closing your account.

All 6 articles →

Popular articles

Create and Send an Estimate ManuallyBuild an estimate with line items from your price book, send it by email, and let your client approve and sign it online.Video, 2:38 How To Create And Send An Invoice in WorkZenCreate an invoice, add line items from your price book or packages, and send it to your client by email with an online payment link.Video, 2:00 How To Use The Scheduler in WorkZenOne shared view of every visit, task, and reminder across your team, with day, week, month, and timeline views, drag rescheduling, and conflict checks.Video, 1:33 How to get a business phone number with ZenPhoneSet up a dedicated business line inside WorkZen, with calling, unlimited texting, voicemail, and optional AI answering, and keep your personal number personal.2 min read How To Set Up Your Company Profile and SettingsSet up your logo, address, and tax details, then tour every corner of Company Settings so you know where each switch lives.Video, 1:31 How To Schedule A Visit in WorkZenBook a visit with the right crew, property, and time, then run its whole lifecycle, dispatch, start, complete, signature, from one modal.Video, 1:17

New & updated

How to connect Claude to WorkZenLet Claude read your WorkZen clients, jobs, visits and invoices, and add leads, so you can ask about your business in plain language.2 min read Why didn't my client get the invoice email?The invoice says Sent but your client has nothing. Check the recipient address, the spam folder, and the Viewed indicator, then resend in one click.3 min read Understand the Call Tracking ReportSee how many calls your lines took, made and missed, how long conversations last, and which line carries the load, all in one report.2 min read Understand the Jobs ReportSee how many jobs you created, completed and cancelled in any period, how many days a job takes on average, and where the work lands by status and job type.2 min read

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