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.

• What is WorkZen and how is it organized?
• Financial Settings: defaults, numbering, tips
• 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 Create A Lead Manually in WorkZen
• How to add the lead widget to your website
• Capture WordPress form leads in WorkZen

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
• How To Create A Client From Scratch in WorkZen
• How To Manage Client Properties in WorkZen

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
• Job reports: completion, AI, and voice reports

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
• Optional line items: clients build the estimate

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

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
• Track costs and markup on Price Book items
• Catalogs: Your Service & Pricing Command Center

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

• How To Invite Team Members in WorkZen
• How To Manage Roles & Permissions in WorkZen
• How To Set Up Time Tracking 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 share a visit with call masking

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

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

• How To Run Reports in WorkZen

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 connect QuickBooks Online to WorkZen
• Capture WordPress form leads in WorkZen

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
• What the Needs attention alerts mean
• How to close your WorkZen account