Support for

WorksThing – Adding a customer & starting a survey

Molly Fleming
by Molly Fleming 2 years ago
 

Adding a customer & starting a survey

Log into WorksThing: https://uk.worksthing.com/

From the dashboard there are a few different ways you can create a client record.

Hover over Create on the banner, it will drop down, click on Contact/Customer.

 
If you scroll down you can also access  From the What’s next? Section, Click Create Contact.
 
 
You can also search for it within the search bar on the dashboard. Type create and click on Customer Create in menus.
 
 
 
 
 
All three will take you to a contact form.  Which will be blank. 

You will need to fill this in. 

Our system is linked to royal mail so you can input a postcode and search for the address. 

Check over the details and click Create Contact. 

 
 

This will take you to the Main Details page for this customer. 

You can then add further details at this point such as a telephone number.

 

 
When you scroll through the page there is extra information you can add.
 
 

Here is where you can add additional addresses for the client. 

Click on Add New 

 

This will take you to another contact form. Try to fill in all the relevant information, the more information, the better. Make sure you click Save.

 

Once filled in and saved . On the  left you will see a grey menu, click on  Main details at the top, this will take you back to the Main details page. The information you just imputed will then show up. 

 

Starting a Survey:

On the left of the page there is a grey menu with a number of options. 

Click on Survey & Install.

This will take you to arrange an installation page. 

Choose the address that the installation needs to take place. These are the same addresses added into the system when you create the customer and View/Amend further details.

 

You can then add notes for this job. 







Click, book bundle. It will then take you to an overview of the booking for that particular project bundle. 

Then click, book survey. 

You can then choose  the survey type, a surveyor, how long the survey will take and the travel time. You can then check the availability and confirm all the details. By clicking confirm this sends a notification to the installer. Where they can confirm or decline. 

Once the installer has accepted or declined this will then show up on the overview. 

If the installer has set their calendar up this job will show up in their linked calendar. 



 

Once you have selected a date and time click confirm.


This will then notify the surveyor, they can then Accept or Decline the booking.

Once accepted it will show up on the booking overview. 

 

 
An email will then be sent out to all the relevant people and automatically get added to a chat in The Arena, when they are requested. 
 
 
 
 

You can add the risk assessment from the timeline. See who uploaded it and when. 

 
 
 
 
 

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