Getting Started with WIZniche
Initial setup guide to essential WIZniche Features
21 articles
WIZniche DashboardA complete guide to your WIZniche Dashboard. Learn how to track real-time operations, monitor financial health, and understand your daily workflow stats.
Company Profile Settings in WIZnicheLearn how to set up your company identity, location, and operating hours to ensure accurate scheduling.
Service and Price Settings in WIZnicheA complete guide to setting up your service menu, from industry selection to individual item pricing.
Company Document Setting in WIZnicheHow to upload insurance and liability documents to build trust with your clients.
Tag Settings in WIZnicheLearn how to use Tags to label and filter your customers and jobs effectively.
Customer Types Setting in WIZnicheHow to categorize your clients for better reporting and segmentation.
Checklist Settings in WIZnicheEnsure every job meets your standards by creating mandatory checklists for your technicians.
Billing Settings in WIZnicheLearn how to automate your payment terms, set up tax rates, and manage credit card processing fees to ensure smooth financial operations.
Subscription Settings in WIZnicheA complete guide to upgrading your WIZniche plan, purchasing add-ons, updating payment methods, and viewing your billing history.
Accounting Codes Setting in WIZnicheLearn how to create and manage Accounting Codes to categorize your expenses and streamline your bookkeeping.
Wallet Settings in WIZnicheLearn how to activate your wallet, track incoming payments, monitor bank deposits (payouts), and issue refunds directly from your dashboard.
Managing Disputes and Chargebacks in WIZnicheLearn how to monitor, filter, and respond to payment disputes (chargebacks) directly from your WIZniche settings.
SMS Settings in WIZnicheLearn how to configure your business SMS number, customize message templates, and track your monthly usage limits to ensure seamless communication with your clients.
Notification Settings in WIZnicheLearn how to customize the automated email notifications WIZniche sends to your employees and customers, including job assignments, quote confirmations, and invoices.
Automation Settings in WIZnicheLearn how to put your business on autopilot. Set up simple job reminders, configure automatic follow-ups, manage your message templates, and build advanced multi-step workflows.
Template Settings in WIZnicheLearn how to create reusable email and SMS templates with smart placeholders to speed up your communication and keep your branding consistent.
Request Form Settings in WIZnicheLearn how to create and customize the forms your customers use to request new jobs or quotes, allowing you to capture leads 24/7.
Zapier Integration Settings in WIZnicheLearn how to connect WIZniche to thousands of other apps like Google Sheets, Slack, or Mailchimp using our built-in Zapier integration to automate your busy work
Intuit QuickBooks Integration Settings in WIZnicheLearn how to connect your Intuit QuickBooks Online account to WIZniche to automatically sync your financial data, customers, and inventory items.
Google My Business Integration Settings in WIZnicheLearn how to connect your Google Business Profile to WIZniche to automatically showcase your 5-star reviews inside your WIZniche Client Hub.
Client Hub Settings in WIZnicheLearn how to generate the secure link that allows your customers to log in to their private portal to view quotes, pay invoices, and request service.