Help Center
Getting started with Werx
How the app is organized, and what to set up first.
Updated October 15, 2026
Werx follows the way a job flows. You estimate the work, manage the project, then bill for it. The left navigation is built in that order, so you can always find the next step.
- After you sign in you land on the Dashboard. The left navigation is organized the way a job flows: Projects (estimates and projects), Revenue (invoices, customers, catalog), Expenses (vendors, purchase orders, bills, expenses) and Time Tracking.
- Set up the company first: click your avatar in the top right and choose Account Settings for your company profile, users, payment terms and advanced settings.
Setup checklist
Do these once and every document you send will look right.
- Company settings. Add your logo, license number and addresses. They print on estimates, invoices and pay applications.
- Users. Invite your office and field team and set what each person can see.
- Payment terms. Add the terms you use, like Net 30 or 50% deposit.
- Catalog. Add the products and services you price most often.
- QuickBooks Online. Connect it if you use it, and run the setup wizard once.
- Online payments. Connect Stripe so customers can pay invoices by card.
Getting started FAQ
Do I have to set everything up before I can use Werx?
No. You can create an estimate on day one. The checklist just makes your documents complete and your reports accurate.
Where are the settings?
Click your avatar in the top right and choose Account Settings. The settings area has its own left menu.
Can my field crew use Werx?
Yes. The Werx Field App lets crews log time and capture extra work from their phones.