1 lesson · 3 min
Start here
One tour of the whole app before any of the detail: where work lands, where finished work goes, where work comes from, and the structure underneath it. Watch this and the rest of the course becomes optional reference rather than required reading.
- 2:54
Every area of the app, and what each one is for
Read the guide
6 lessons · 16 min
Your organization
Who works here, what they are allowed to do, and who reports to whom. Everything else in WorkWizard follows from this, so it opens with how access works, and the rest of the section is building and running it.
- 4:51
Where a submission lands, who can see it, and who gets told
Read the guide - 1:15
Teams inside teams, which is what everything else reads from
Read the guide - 1:43
Search the Hierarchy page, and manage it from the same view
Read the guide - 2:05
Label locations once, then target them by what they are
Read the guide - 3:28
What each role can do, and who it reports to
Read the guide - 2:14
An org-wide admin, and a team member with a team role
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15 lessons · 12 min
Manage assets
Track equipment, assignments, templates, maintenance, and QR labels. Choose the walkthrough for the task you need.
- 1:00
Add equipment with an identifier, brand, and model
Read the guide - 0:41
Correct equipment details and add useful notes
Read the guide - 0:39
Remove an unwanted equipment record
Read the guide - 0:44
Search, filter, and inspect equipment history
Read the guide - 0:52
Assign equipment to a location or user and return it
Read the guide - 0:49
Take equipment out of service while keeping its history
Read the guide - 0:42
Group equipment and find it with tag filters
Read the guide - 0:54
Add, edit, and remove custom equipment fields
Read the guide - 0:57
Reuse equipment definitions and custom fields
Read the guide - 1:03
Maintain shared equipment fields
Read the guide - 0:43
Create a physical asset from shared equipment details
Read the guide - 0:45
Remove an unused equipment definition while retaining assets
Read the guide - 0:54
Record work and add its cost to equipment history
Read the guide - 0:50
Correct the work history and its recorded costs
Read the guide - 0:43
Put a direct link to the asset on the equipment
Read the guide
13 lessons · 12 min
Manage leases
Create a lease, maintain its terms and rent, manage documents, and keep its status up to date.
- 0:56
Start the record and save progress before activation
Read the guide - 0:41
Keep the building information accurate
Read the guide - 1:05
Add, update, and remove the people associated with a lease
Read the guide - 1:21
Enter the initial term and maintain renewal options
Read the guide - 1:09
Create and maintain the monthly rent schedule
Read the guide - 1:06
Generate and review scheduled rent changes
Read the guide - 0:54
Maintain useful summaries of the agreement
Read the guide - 0:49
Complete required information and activate the draft
Read the guide - 0:57
Find the current dates, rent, contacts, and supporting records
Read the guide - 1:08
Post context, quote a comment, and maintain the conversation
Read the guide - 0:38
Download the lease export for review
Read the guide - 0:48
Retain a past agreement and restore it when appropriate
Read the guide - 0:34
Remove an unwanted lease record from its location
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4 lessons · 11 min
Build your first form
Turn a paper checklist into something your team can fill in on a phone, make it do the arithmetic and grade itself, then give the right people access to it.
- 1:39
From an empty Forms page to a published checklist
Read the guide - 3:58
Make the form do the arithmetic on every submission
Read the guide - 3:40
Points, percentages, and a red box the moment an answer is wrong
Read the guide - 1:21
Let people fill in a form whenever they need it, with no assignment
Read the guide
3 lessons · 7 min
Decide how a form behaves
Who has to sign off before a submission counts, who hears about it when one comes in, and what happens automatically afterwards.
- 1:30
Submissions that need sign-off, routed to the right people
Read the guide - 2:25
Tell WorkWizard who hears about a submission, and how
Read the guide - 3:04
When an answer comes back wrong, act on it without being asked
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6 lessons · 9 min
Put the work in people’s hands
The two ways work reaches someone: assigned to them as a task with a due date, or waiting on their Forms page to fill in whenever they need it. Then filling one in, picking up an unfinished one, and clearing the approvals it creates.
- 2:51
Recipients by team and role, on a recurring schedule
Read the guide - 1:08
Complete a checklist and watch a branch question appear
Read the guide - 1:05
Where a half-finished form goes, and how to pick it back up
Read the guide - 1:14
Review what the team sent in, then sign it off
Read the guide - 1:05
Every form your team has sent in, in one searchable list
Read the guide - 1:17
A container for related assignments, and one place to watch them
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3 lessons · 6 min
Measure what happened
Two questions, two reports: what did people answer, and did the work get done at all? Then the dashboard, which keeps the answers on one screen.
- 2:07
Turn form submissions into answers, filtered and delivered
Read the guide - 2:50
Completion rates across your whole organization
Read the guide - 1:01
Reusable cards, arranged the way you want them
Read the guide
3 lessons · 5 min
Keep everyone in the loop
Tell your team something that is not a task, and tune what WorkWizard sends you personally.
- 2:18
Tell the right people something, and see who read it
Read the guide - 1:12
A nudge at a set time, with nothing to fill in
Read the guide - 1:58
Your own alerts, by push or email, group by group
Read the guide
5 lessons · 5 min
Run a franchise brand
For brands with franchisees: how corporate lists its stores, how each franchisee claims its own, and how the two sides stay in agreement about which store is which.
- 0:41
The corporate side of linking a store
Read the guide - 0:47
The franchisee side of linking a store
Read the guide - 2:01
How a brand and its franchisees agree on which store is which
Read the guide - 0:38
Add a form your brand shares to your own account
Read the guide - 0:58
Send one form to every franchisee at once
Read the guide