Getting Started with Blockworx

Getting Started with Blockworx

 
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This article is part of Essential First Steps in the Getting Started with Blockworx section.
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Let's Get Started

Blockworx is your all-in-one portal and app for managing your work with property factors—so you don’t have to.

Tired of endless calls, quotes, and chasing invoices? Or worse, missing chances to bid on jobs? 
Blockworx is designed to cut through the chaos.

It centralises your admin, slashes manual tasks, and keeps everything running smoothly.
No more juggling paperwork - track quotes, payments, and invoices all in one place. It’s simple to use, yet powerful enough to handle the heavy lifting behind the scenes. Once you’ve experienced the efficiency of Blockworx, you’ll wonder how you ever managed without it.

If you’re new to Blockworx, you might like some help with how to get started. Don’t worry, we’ve got you covered. This introduction and our help articles will assist you and your team in getting up and running with Blockworx as quickly as possible.

In addition to this you’ll find a list of suggested Setup Tasks on the Admin screen of your Blockworx desktop account.
We’ll begin with three essential tasks that you need to complete. Then, we’ll demonstrate how easy it is to integrate Blockworx into your business.

Essential First Steps

  1. Create Your Blockworx Company Account
    This article will help you get your account up and running.
     
  2. Set up your Blockworx Subscription
    You need to do this to get going with your account. This article will tell you all you need to know.

  3. Link to a Property Management Company
    You need to do this to receive requests for quotes, work orders for jobs and to submit invoices. This article will cover all the steps to enable you to get linked up.

Working with Blockworx

The Working with Blockworx section includes lots of articles to help you with things like responding to quote requests, accessing work order information for jobs and submitting invoices.
This section splits down into separate sections covering everything you will need to find out about in Blockworx to work with the companies you are linked with.
  1. If you want some help with accessing and responding to quote requests then click here.

  2. If you need to quickly access your work instructions to carry out jobs then click here.

  3. If you carry out regular contract work for property management companies then you will get requests from them for invoices in the Required Invoices area. Click here to find out how to respond to these.

  4. Anything related to submitting invoices for jobs you have carried out can be found in this section here. You will also find information on getting set up for and processing invoices in bulk with Blockworx's Assisted Invoice Processing articles.


Optional Follow-Up Steps

  1. The Blockworx Basics section will help guide you with accessing the Blockworx web portal, downloading the app and resetting passwords.

  2. If you need to add colleagues to your Blockworx account then you can find out all about working with users in the User Management section.

  3. Blockworx enables you to share documentation with all property management companies you're linked with. Access the Shared Documentation section to see more about this.

  4. If you would like to know more about using the comments feature with your property management companies then the Sending and Receiving Comments section is for you.

  5. If you don't use your own software for generating quote documents or invoices, then you might find it helpful for Blockworx to generate these for you as well as send them through to the property management companies. The Setting up for Using Blockworx Generated Quotes and Invoices section will give you the pointers you need to get the most out of this with information on adding your company logo and using managed invoice numbers.



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