Get started with Workia
Workia is designed to work immediately. No need for a lengthy setup process – you can be up and running in no time.
Load your data in 2 easy steps
Step 1: Data assessment
We book 30 minutes to review your data - what you want to load, what it looks like and answer any questions you might have.
Step 2: Guided upload
We’ll guide you through the data upload using screen share (which typically takes 1-2 hours)
Workia works perfectly out of the box. But if you feel like making changes...
Most popular changes are:
Case types
Rename Workia case types, copy them, turn them off, add your own. It’s the most popular configuration thing to do.
Checklist tasks
Out of the box checklists are included with Workia, but feel free to add to them, rearrange them or create your own.
Services
Manage what matters to your case! We made it simple to enable and disable services that you need for each case type.
Cost estimate templates
Edit the out of the box templates, to remove items or default values.
Planner
Add and edit the existing planner steps for each move type to better fit your business processes.
Connections
Connect to Workday, Outlook, plus 80+ vendors via the Equus Ecosystem
What makes Workia so easy?
Out of the box functionality
Workia has been built to work immediately, with no setup required.
Customize as you need it
Adjust settings like checklist configuration, move types, and templates when you want to. Customisation is quick and easily accessible - no hidden toggles.
Help at hand
The Workia team are available in the app via messaging and screenshare, we can even start a call with you - just ping us if you get stuck.