Setting up your WorkBoss account

Create your account

Head to workboss.com/signup and enter your name, email address, and a password. You’ll receive a confirmation email — click the link to verify your account and you’re in.

Set up your company profile

Once logged in, you’ll land on the setup wizard. Here’s what to fill in:

1. Company name — This appears on estimates, invoices, and customer-facing emails.
2. Business address — Used for tax calculations and as your default “from” location for routing.
3. Phone number — Shown on documents and the customer portal.
4. Logo — Upload your company logo (PNG or JPG, at least 400×400px). This shows on all branded materials.
5. Business hours — Set your standard operating hours so scheduling works correctly.

Configure your preferences

Navigate to Settings → Preferences to customize:

• Currency and tax rates — Set your local currency and default tax percentage.
• Estimate and invoice numbering — Choose a prefix (e.g., “EST-” or “INV-”) and starting number.
• Default payment terms — Net 15, Net 30, or due on receipt.
• Time zone — Ensures all scheduling and timestamps are accurate.

Add your services

Go to Settings → Services & Pricing to build your service catalog:

• Add each service you offer with a name, description, and default rate.
• Set pricing as hourly, flat-rate, or per-unit.
• Group services into categories for quick access when creating estimates and jobs.

What’s next?

Now that your account is set up, you’re ready to:

• Add your team members
• Import your existing customers
• Create your first job