Getting started with Werx

Werx runs the money side of your contracting business: estimates, projects, invoicing, job costs, and labor, with a two-way QuickBooks Online sync. This page shows how the app fits together and what to do first.

How Werx is organized

The left sidebar follows the path a job takes, from winning the work to getting paid:

• Estimates - build and send estimates customers approve online.
• Contract Projects and T&M Projects - run the job once it is won, fixed-price or time and material.
• Revenue (Invoices, Customers, Catalog) - bill the work and track who owes you.
• Expenses (Vendors, Purchase Orders, Expenses) - capture job costs as they happen.
• Time Tracking (Time Overview, Timesheets) - tie labor hours and cost to each project.

The Dashboard sits on top of all of it, showing profit and job health at a glance.

The estimate-to-paid flow

Most work in Werx follows the same line:

1. Win it with an estimate. 2. Turn it into a contract or T&M project. 3. Bill it with invoices and pay applications, and get paid online. 4. Track expenses and time against the job. 5. Watch the profit on your dashboard.

Set up your account

If you are brand new, do these once to get the most out of Werx:

For your crew

Your field team does not need a laptop. The Werx Field App lets them track time and capture extra work right from the job site.