# WORKSTRAIGHT

Thank you for opening a WorkStraight account!

## STEP-BY-STEP TIPS AND MORE.

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### VERIFICATION EMAIL

After signing up for your free trial, you will receive a verification email.

If you don't see the verification email in your inbox make sure to review your spam or junk folder.

Click on the link that will verify your email address.

### Please Verify Your Email Address Inbox

Thank You for signing up to use WorkStraight web tools for business!

To activate your account, click the secure link below and verify your e-mail address.

If you have received this email in error, please disregard or contact us. Do not reply to this email, address is not monitored.

[https://www.workstraight.com/u](/content/universe/spacetime/Signup.work?confirm=1&email=/index.html)

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### LOGIN CREDENTIALS

After verifying your email address, you will receive an email with your login credentials to access your WorkStraight Account.

We recommend you change your password. You simply need to go to Settings > Security Settings > Edit your password.

### Welcome to WorkStraight

Thank You for signing up to use WorkStraight web tools for business!

Hello Test,

Here is your login information:

Invite colleagues and clients to work with you! Simply login to WorkStraight and click on "Settings" to add new users.

- **Login ID:**  
- **Password:**

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### HOW TO ADD A NEW USER?

- **Settings**  
- **My Info**  
- **My Settings**

Edit your name, login id, email, timezone, etc.

**Group Management**

View and edit company groups, including group members

**User Management**

Add a new user to your company account

You need to go to Settings > Add New User

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### Add New User

Go to work order...

Fields marked * are required

If given WorkStraight system access, the new user will be notified via email that you have added them to your company's WorkStraight account. New users will have to click on the link in the verification email before becoming an active user.

- **Name:**  
- **Position:**

User's position or title. (Optional)

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### USER CONFIRMATION EMAIL

To activate your account, click the secure link below to confirm your e-mail address.

[https://www.workstraight.com/universe/spacetime/Signup](/content/universe/spacetime/Signup/index.html).work?confirm=1&email=xxxxxxxxxxxxxx

If you have received this email in error, please disregard or contact us via our website at [https://www.workstraight.com](/content/site-root.html)

After entering your user's information, they will receive a confirmation email.

New users will need to click on the link to receive their login credentials.

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### HOW TO ADD A CUSTOMER?

1. Click on Customers, and go to "Add New Customers"

**TIP:**  
If you want your customers to be able to track their work orders check this box.

The person will be notified via email that you have added them with Tracker permissions and will be able to login to track progress on their Work Orders. They will have to click on the link in the confirmation email before receiving login credentials.

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### CREATE A WORK ORDER

Fields marked red are required (Other fields will not display on work order if left blank)

- **Title**  
- **Description of the service, what should be solved, work needed, etc.**

Click on "Create a Work Order".

Make sure to fill in all the fields, especially the ones in RED.

### CUSTOMIZATION

You will be able to customize:

- Work Order Fields
- Terms for Work Order
- Invoice Settings
- Asset Setting
- QuickBooks Integration
- Dashboard Message

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### CHECK OUT THE HELP CENTER

This is a very easy way to learn how to use WorkStraight. You will find help with your Work Orders, Invoices, Calendar, and more.

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