Matthew Smith

Learn how to connect WorkNinja with accounting, payment and other third-party services.

Integrations

WorkNinja can connect directly with Xero, allowing you to link customer records, sync invoices and keep payment statuses aligned between the two platforms.

How to Connect and Use Xero with WorkNinja

WorkNinja can connect directly with QuickBooks, allowing you to link customer records, sync invoices and keep payment statuses aligned between the two platforms.

How to Connect and Use QuickBooks with WorkNinja

WorkNinja can connect directly with Stripe, allowing your customers to pay invoices online and enabling your team to take card payments while using the WorkNinja app.

How to Connect and Use Stripe with WorkNinja

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

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

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.