How can we help?

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

• Financial Settings: defaults, numbering, tips
• How To Set Up Your Company Profile and Settings
• Import clients, leads, and price book from CSV

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

• How to add the lead widget to your website
• How To Create A Lead Manually in WorkZen
• How to use tasks and reminders

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

• Import clients, leads, and price book from CSV
• Ask clients for Google reviews
• Client portal: give customers a secure login

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

• How To Schedule A Visit in WorkZen
• How To Use The Scheduler in WorkZen
• Set up recurring jobs

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

• Create and Send an Estimate Manually
• Financial Settings: defaults, numbering, tips
• Convert an Estimate Into an Invoice

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

• Financial Settings: defaults, numbering, tips
• How To Create And Send An Invoice in WorkZen
• How To Record A Payment in WorkZen

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

• How To Manage Expenses in WorkZen
• Manage expense categories

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

• Import clients, leads, and price book from CSV
• How To Use The Price Book in WorkZen
• Track costs and markup on Price Book items

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

• Why can't my team member see a job or page?
• How To Invite Team Members in WorkZen
• How To Manage Roles & Permissions in WorkZen

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

• How to get a business phone number with ZenPhone
• How To Configure The AI Receptionist in WorkZen
• How to make and take calls in the mobile app

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

• How To Use Team And Client Messaging in WorkZen
• Use group conversations in team chat

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

• Understand the Items Report
• Understand the Revenue Report
• Track and pay employee commissions

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

• How to add the lead widget to your website
• How to import QuickBooks customers
• Why isn't QuickBooks syncing?

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

• WorkZen plans, what's in each, and how to switch
• Export all your WorkZen data
• How to close your WorkZen account

Fix common problems with logins, notifications, and data sync, plus quick answers for the error messages you might hit along the way.

• Why isn't QuickBooks syncing?
• Why can't my team member see a job or page?
• Why didn't my client get the invoice email?