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Quick Start Guide

1

Download & sign up

2

Add your first customer

3

Create a job

4

Send your first invoice

Browse by Category

Find step-by-step guides and answers organized by topic.

Getting Started

Set up your account, create your first job, and learn the basics of Workslip in minutes.

8 articles

Job Management

Create, assign, and track jobs. Add photos, materials, checklists, and manage job status.

12 articles

Invoicing & Payments

Generate invoices, send payment links, track payments, and manage your billing workflow.

10 articles

Team Management

Add technicians, assign jobs, use the team dashboard, and manage permissions.

7 articles

Account & Billing

Manage your subscription, update your profile, change your plan, and handle billing questions.

6 articles

Troubleshooting

Fix common issues with login, syncing, notifications, PDF generation, and more.

9 articles

Popular Articles

The most-read guides to help you work smarter.

How to create your first job in Workslip

Getting Started

Generating and sending PDF invoices

Invoicing & Payments

Adding team members and assigning jobs

Team Management

Capturing customer signatures on-site

Job Management

Setting up your business profile and logo

Getting Started

Upgrading from Free to Pro or Team plan

Account & Billing

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