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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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 readInstall the WorkZen mobile appGet WorkZen on your phone from the App Store or Google Play, sign in with your existing account, and let your team run their day from the field.2 min readJobs, estimates, and invoices explainedWhat jobs, estimates, and invoices each do in WorkZen, how they link together from first quote to final payment, and what every status means.4 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.2 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 readYour first week in WorkZen: a checklistA setup checklist for your first week in WorkZen, company profile, price book, imports, team invites, and your first estimate, in the order that works.2 min read
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How taxes are set up and calculatedConfigure tax rates for your region, apply them per line item, and understand exactly how WorkZen calculates tax, discounts, and the breakdown on documents.2 min readTrack licenses, insurance, and certificationsKeep every business credential in one place with expiry tracking and automatic reminders, so a lapsed license never surprises you on a job site.1 min read
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