Help Center

Getting Started

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

In this section

Getting Started with Werx

How Werx is organized, the estimate-to-paid flow, and a setup checklist.

Getting started with werx

Company Settings

Your company profile, logo, and license details on documents.

Company settings

Groups

Organize users into groups to control project and Field App access.

Add groups

Your Dashboard

See profit, revenue, and job health at a glance.

Dashboard

Users

Add users and manage their access and permissions.

Add users

Still need help?

Our support team is here to help.

Contact support