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Find step-by-step guides organized by feature area.
Set up your account, add your team, and import your data.
Create jobs, manage your calendar, and dispatch your crew.
Send quotes, create invoices, and get paid faster.
Manage customers, properties, and communication.
Use WorkBoss in the field on iOS and Android.
Plans, payments, team roles, and account settings.
Create your account, configure your company profile, and get WorkBoss ready for your business in under 10 minutes.
Invite technicians, office staff, and admins to your WorkBoss account and assign the right permissions.
Bring your existing customer list into WorkBoss using CSV import or direct integration with QuickBooks.
Learn how to create a new job in WorkBoss, assign it to a technician, and track it through completion.
Use the WorkBoss calendar and dispatch board to manage your team's schedule and assign the right tech to every job.
Understand how jobs flow through WorkBoss from creation to completion and payment.
Build professional estimates with line items, optional services, and photos — then send them to your customer for approval.
Turn an approved estimate into a scheduled job with one click — all the details carry over automatically.
Generate invoices from completed jobs, send them to customers, and accept payment online or in the field.
The articles our customers read the most.
Build professional estimates with line items, optional services, and photos — then send them to your customer for approval.
Learn how to create a new job in WorkBoss, assign it to a technician, and track it through completion.
Download the WorkBoss mobile app, sign in, and learn the key features your technicians will use every day.
Create your account, configure your company profile, and get WorkBoss ready for your business in under 10 minutes.
Invite technicians, office staff, and admins to your WorkBoss account and assign the right permissions.
Use the WorkBoss calendar and dispatch board to manage your team's schedule and assign the right tech to every job.
Generate invoices from completed jobs, send them to customers, and accept payment online or in the field.
Our support team is made up of trade industry pros who know the software inside and out. Reach out anytime — we’re here to help.
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