Getting Started
For new customers setting up their account.
- How to Create a JobWorkNinja 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 ClientClients 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 QuoteWork 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 an InvoiceWorkNinja 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.
- How to Set Up Your Business DetailsLearn how to configure your company information, business hours, office address and regional settings in WorkNinja.
- How to Customise Your Business Profile and DocumentsLearn how to customise your WorkNinja business profile, upload your company logo and personalise the appearance of your quotes, invoices and work forms.