Help Center

How can we help?

Step-by-step guides and answers for getting the most out of Werx.

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Browse help topics

Getting Started

Get set up, find your way around Werx, and keep an eye on the business.

Getting started

Account Settings

Set up your company, users, groups, labor rates, and defaults.

Account settings

QuickBooks Integration

Connect Werx to QuickBooks Online and configure your sync defaults.

Quickbooks integration

Income

Manage customers and your product & service catalog.

Income

Invoices & Payments

Send invoices and get paid faster, online.

Invoices payments

Estimates

Build itemized and proposal estimates clients approve online.

Estimates

Contract Projects

Run fixed-price jobs: schedule of values, pay applications, and change orders.

Contract projects

Time & Material Projects

Run T&M jobs: track billable items and invoice as you go.

Time material projects

Expenses

Track job costs with vendors, purchase orders, expenses, bills, and budgets.

Expenses

Time Tracking

Capture labor hours in the field or web and tie costs to projects.

Time tracking

Field 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 online

Record an Expense

Enter a paid cost against a project and budget line.

Record an expense

Create Pay Applications (Progress Bill)

Bill by percent complete with retainage and stored materials.

Create pay applications progress bill

Users

Add users and manage their access and permissions.

Add users

Can't find what you need?

Our support team is happy to help you get set up and unstuck.

Contact support