Yes. WorkQuote can automatically send a follow-up thank-you email when a customer approves or declines your estimate. 1. Open Settings → App Settings. 2...
Yes. You can add a separate company email in your company profile. This is useful if you want a general office email to appear on your estimates and inv...
No. Your company profile accepts either a full address or a partial address, such as “Baltimore, MD.” 1. Open Settings → Company → Company Profile. 2. U...
You can add or change your logo in Company Profile. A logo is optional, but I recommend adding one to help customers recognize your business. 1. Open Se...
You can add an optional photo of yourself from User Profile. 1. Open Settings → User Profile. 2. Scroll to Photo of You (Optional). 3. Select your photo...
You can change your account email in Settings → Account → Change Email. Every email change requires new verification. 1. Open Settings. 2. Select Accoun...
You can change your password in Settings → Account → Change Password. 1. Open Settings. 2. Select Account. 3. Select Change Password. 4. Enter and confi...
You can choose your preferred starting views under Screen Defaults in Settings → App Settings. 1. Open Settings → App Settings. 2. Find Screen Defaults....
You can choose which email notifications you receive in Settings → App Settings. Your account email must be verified to receive them. 1. Open Settings →...
Use Delete All Data to remove your customer and work records while keeping your WorkQuote account. This deletes customers, jobs, estimates, invoices, pa...
Use Delete Work Data to remove all jobs, estimates, invoices, payments, and job expenses while keeping your customer contact information. This option al...
Keep your account email accessible and verified, and use a strong, unique password. If you’re concerned someone else has access to your account, change ...
To log out of WorkQuote: 1. Open Settings. 2. Select Log Out. Logging out does not delete your account or saved records. You can sign back in when you’r...
Use Delete Account to permanently remove your WorkQuote account and all associated data, including your company information and login. If you currently ...
You can reset your password from the WorkQuote sign-in screen using your account email address. 1. Select Forgot Password on the sign-in screen. 2. Ente...
You can set default document branding in Company Branding. These settings apply to future estimates, invoices, and receipts. 1. Open Settings → Company ...
You can choose light mode, dark mode, or follow your device’s appearance settings. 1. Open Settings → App Settings. 2. Under Theme, find Color Mode. 3. ...
You can choose which push notifications WorkQuote sends from Settings → App Settings. 1. Open Settings → App Settings. 2. Under Push Notifications, turn...
You can update your business information in Company Profile. Adding complete, accurate details helps customers recognize your business and makes your do...
You can update your name, title, and contact details in User Profile. 1. Open Settings → User Profile. 2. Update Your Full Name. 3. Add or update Your T...