New software on a Monday is nobody's idea of fun. This checklist orders the setup so each step makes the next one easier, and links the full guide for each. Most businesses finish the whole list in an afternoon; a week gives you room to breathe.

Day 1: make WorkZen yours

1. Set up your company profile. Company name, logo, address, timezone, and currency. Your logo lands on every estimate and invoice you send, and the timezone controls every date you will ever see, so this comes first.

2. Configure your financial settings. Document numbering (so your first invoice is not INV-1 if you are mid-year), tax rates, and default terms. Five minutes here saves editing every document later.

3. Set your work hours. Booking, scheduling conflicts, and your AI receptionist (if you add one later) all read this schedule.

Day 2: load your business

4. Build your price book. Your services and materials, priced once. Every estimate and invoice pulls from it, so quoting becomes picking instead of typing.

5. Import your clients, leads, and price book from a CSV export of your old system or spreadsheet. Go to Settings > Data Import. If your price book lives in a spreadsheet, this step and the one above are the same step.

Day 3: bring the team

6. Invite your team members and set their roles and permissions. Technicians see their jobs and schedule; admins see everything. Everyone gets the mobile app.

Day 4 and 5: run real work through it

7. Create and send your first estimate. A real one, to a real client. Your client approves it online, you convert it to an invoice, and you record the payment. One document chain end to end teaches you more than any tour.

8. Schedule a visit for the job, so your week shows up on the Scheduler and on your tech's phone.

Tip

Want card payments from day one? Connect Stripe payments while you wait for your CSV import to finish. Clients pay invoices online and the payment records itself.

When the week is over

Check your dashboard each morning; it reads the whole pipeline. When leads start arriving, put the lead widget on your website so they arrive by themselves. And if you are still deciding how the pieces fit together, What is WorkZen is the map.

Step by step

Set up your company profile

Company name, logo, address, timezone, and currency. Everything else reads these.

Configure financial settings

Document numbering, taxes, and default terms for estimates and invoices.

Set your work hours

Your operating schedule drives booking and scheduling conflicts.

Build or import your price book

Add your services and materials once, quote from them forever.

Import clients and leads

Bring your existing client list in from a CSV export.

Invite your team

Add teammates and give each one the right role.

Send your first estimate

Create it, send it, and watch the approval come back.

Your first week in WorkZen: a checklist