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.
Start here
Financial Settings: defaults, numbering, tipsConfigure everything your money documents inherit: default notes and terms, estimate validity, document numbering, tip options, and Interac e-Transfer matching.2 min readHow 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, 1:31Import clients, leads, and price book from CSVMove your existing client list, lead list, and pricing into WorkZen with a spreadsheet upload, safely, with validation and duplicate skipping.2 min readSet your company work hoursSet the days and hours your business operates. Work hours drive booking slots, the AI receptionist's answers, and time clock auto-close.2 min readThe Dashboard explainedWhat every card and module on the WorkZen Dashboard shows, who sees what, and where each one takes you: stats, booking requests, new leads, and upcoming visits.3 min readWhat is WorkZen and how is it organized?The mental model behind WorkZen in one page, how leads become clients, clients get jobs, and jobs turn into money, and where everything else plugs in.3 min read
Go further
Explore other topics