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Step-by-step guides and answers for getting the most out of Werx.
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Getting Started
Get set up, find your way around Werx, and keep an eye on the business.
Getting startedQuickBooks Integration
Connect Werx to QuickBooks Online and configure your sync defaults.
Quickbooks integrationContract Projects
Run fixed-price jobs: schedule of values, pay applications, and change orders.
Contract projectsTime & Material Projects
Run T&M jobs: track billable items and invoice as you go.
Time material projectsField App (Mobile)
The Werx Field App for crews — log time and capture extra work from your phone.
Field app
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Connect to QuickBooks Online
Connect Werx to QuickBooks and run the initial sync.
Connect to quickbooks onlineCreate Pay Applications (Progress Bill)
Bill by percent complete with retainage and stored materials.
Create pay applications progress billCan't find what you need?
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