It's easy to get started with Workia
Workia is designed to work immediately. No need for a lengthy setup process, so you can be up and running in no time.
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Plus, you can load all historical cases and existing cases for free.
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Loading your data is as easy as 1-2-3
The Workia Data Concierge moves you from spreadsheets to Workia in a few simple steps. You can complete the process yourself or let us guide you via screenshare for extra support.
Step 1:
Import your team
Upload from a spreadsheet or directly paste the list of team members to import directly into Workia.
Import your team
Step 2:
Import case types
Define and create the different case types your organization will manage within Workia, or opt to use Workia's out of the box types.
Import case types
Step 3:
Import Employees and Cases
Import your existing employee data and case information from a spreadsheet. You can do this whenever, so if you want to add more data later, that's fine.
Import Employees and Cases
Configure as you go
Workia is fully functional from day one, we recommend using Workia and changing it as you go. It’s quick and easy to make changes: No project plans, no complex instructions, just click away, whenever you’re ready.
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.
Checklists
Add tasks, group by status, rearrange, include subtasks, set SLAs, and automate key actions.
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. Add your own AIRINC. subscription data.
Planner
Add and edit the existing planner steps for each move type to better fit your business processes.
Document & email templates
Create templates with merge tags for emails and documents. Upload your current templates to get started quickly.
Connections
Connect to Workday, Outlook, Gmail, DocuSign, and 80+ vendors through the Equus Ecosystem.
Reports
Create fully configurable reports. You can combine multiple data sources, apply filters, adjust fields, rearrange columns, and choose how you want to visualize the results.
Tickets
Add, remove, or modify ticket types, tags, statuses, and set SLAs to match your workflow.
What makes Workia so easy?
Out-of-the-box functionality
Workia has been built to work immediately, with no setup required.
Configure as-you-go
Adjust settings like checklist configuration, move types, and templates when you want to.
Help at hand
In-app chat and screenshare help you solve any issue.
Streamlined import process
Guided steps and templates make data loading effortless.
Always available
Data concierge is available for onboarding and ongoing data updates.