Matthew Smith

Learn how to create, customise and use Work Forms in Work Ninja, complete digital reports on jobs, capture photos and signatures, and generate professional PDF reports for your customers.

Work Forms & Reports

Work Forms allow your technicians to complete digital forms while carrying out a job and generate a professional PDF report from the information they enter.

How to Create a Work Form

Manage your WorkNinja subscription, billing details, users and account-level settings.

Billing & Account Management

WorkNinja makes it easy for account administrators to view and manage their subscription from within the dashboard.

How to Manage Your Subscription

WorkNinja offers different subscription plans depending on the features and functionality your business requires.

How to View or Change Your Plan

WorkNinja requires an active payment method to collect subscription payments. Administrators can add and manage payment cards from the Plans & Billing section.

How to Add or Manage Payment Cards

WorkNinja keeps your subscription invoices available within the Plans & Billing section of your account. This allows administrators to quickly access copies for bookkeeping, accounting or internal records.

How to Download Your Invoices

Staff Management allows administrators to add employees and other users who need access to Work Ninja. When adding a staff member, you can configure their personal details, role, working capacity and schedule.

How to Add a Staff Member

For new customers setting up their account.

Getting Started

WorkNinja allows you to create both single jobs and recurring jobs, schedule them directly into the calendar, assign team members, add billable line items and manage the job through to completion.

This guide explains how to create a job and configure its scheduling details.

How to Create a Job

Clients are the foundation of jobs, quotes and invoices in WorkNinja. When creating a client, you can choose between a Commercial Client and a Domestic Client, depending on the type of customer you are working with.

How to Create a Client

Work Ninja allows you to create professional quotes for your clients, add products and services as line items, include customer-facing information and internal notes, and send the finished quote directly to the customer as a PDF.

How to Create a Quote

WorkNinja allows you to create professional invoices for your clients, add products and services as line items, set payment terms, include customer-facing information, and send the finished invoice directly to the customer.