Blockworx Toolbox: Helpsheets

Get help when you need it with our detailed helpsheets.

If you’re the type of person who likes to read the instruction manual rather than learning as you go, or if you need to know how to do something specific on Blockworx, or train your team, we’ve added some helpsheets to the Blockworx Toolbox.

If you still can’t find what you need, give our  Support Team a call on 0345 646 0810. Or you can email us support@blockworx.co.uk

 

Helpsheet Title and Description

Getting Started using the Blockworx Web Portal

Signing up for a Company Account on the Web Portal

This helpsheet will guide you through the process of signing up for a Blockworx Company Account on the Blockworx Web Portal.

Signing up for a User Account on the Web Portal

This helpsheet will guide you through the process of signing up for a Blockworx User Account on the Blockworx Web Portal when your company has already registered for a Blockworx Company Account.

Adding Users to Your Account

This helpsheet will guide you through the process of adding users to your Blockworx Company Account. This can only be completed on the web portal.

Uploading Your Company Logo

This helpsheet will guide you through the process of uploading your company logo to enable you to use this when you are generating quotes and invoices from your Blockworx account. This can only be completed on the web portal.

Linking to a Property Management Company on the Web Portal

This helpsheet will guide you through the process of linking to a Property Management Company using your Blockworx Web Portal.

Getting Started using the Blockworx App

 

Signing up for a Company Account on the App

This helpsheet will guide you through the process of signing up for a Blockworx Company Account on the Blockworx App.

 

Signing up for a User Account on the App

This helpsheet will guide you through the process of signing up for a Blockworx User Account on the Blockworx App when your company has already registered for a Blockworx Company Account.

 

Linking to a Property Management Company on the App

This helpsheet will guide you through the process of linking to a Property Management Company using your Blockworx App.

 

 

Working with Blockworx on the Web Portal

 

Responding to Estimate Requests and Providing Quotations on the Web Portal

This helpsheet will guide you through the process of viewing an estimate request and submitting your quote on the Blockworx Web Portal.

 

Jobs: Work Instructions and Raising Invoices on the Web Portal

This helpsheet will guide you through the process of viewing a job order and submitting your invoice on the Blockworx Web Portal.

 

Responding to Invoice Queries on the Web Portal

This helpsheet will guide you through the process of how to view a query from a property management company, how to respond to this and how you can resubmit your invoice with any necessary alterations made via the Blockworx Web Portal.

 

Oustanding Invoice Requests for Regular Diairised Work on the Web Portal

This helpsheet will guide you through the process of viewing your outstanding invoice requests and responding to these by uploading your own invoice or checklist, or by using a Blockworx generated invoice.

 

Viewing Your Transactions on the Web Portal

This Helpsheet will guide you through the process of accessing the transactions list in the Blockworx Web Portal and using the built-in search functionality.

 

 

 

 

Working with Blockworx on the App

 

Responding to Estimate Requests and Providing Quotations on the App

This helpsheet will guide you through the process of viewing an estimate request and submitting your quote on the Blockworx App.

 

Jobs: Work Instructions and Raising Invoices on the App

This helpsheet will guide you through the process of viewing a job order and submitting your invoice on the Blockworx App.

 

Responding to Invoice Queries on the App

This helpsheet will guide you through the process of how to view a query from a property management company, how to respond to this and how you can resubmit your invoice with any necessary alterations made via the Blockworx App.

 

Sending and Receiving Messages in the App

This helpsheet will guide you through the process of viewing and responding to messages in the Blockworx App.

 

If you still can’t find what you need, remeber you can give our  Support Team a call on 0345 646 0810. Or you can email us support@blockworx.co.uk

Did you find this information useful?