https://help.arez.io Latest help center articles and updates from Arez. en-us Tue, 19 May 2026 13:10:07 GMT https://help.arez.io/docs/manual-book-on-book-off-user-guide https://help.arez.io/docs/manual-book-on-book-off-user-guide Tue, 19 May 2026 13:10:07 GMT https://help.arez.io/docs/worker-holidays-in-arez-operate https://help.arez.io/docs/worker-holidays-in-arez-operate Tue, 19 May 2026 12:23:05 GMT https://help.arez.io/docs/how-to-add-a-worker-in-arez https://help.arez.io/docs/how-to-add-a-worker-in-arez Tue, 19 May 2026 12:17:50 GMT https://help.arez.io/docs/ppm-vs-reactive-jobs-understanding-the-key-differences-in-maintenance-management https://help.arez.io/docs/ppm-vs-reactive-jobs-understanding-the-key-differences-in-maintenance-management Learn how to manage variations and additional works in Arez. Capture evidence, create quotations, get approvals, and update jobs to protect margins and prevent disputes. Tue, 19 May 2026 09:07:46 GMT https://help.arez.io/docs/exporting-job-information-user-guide https://help.arez.io/docs/exporting-job-information-user-guide Tue, 19 May 2026 08:36:32 GMT https://help.arez.io/docs/job-statuses-user-guide https://help.arez.io/docs/job-statuses-user-guide Tue, 19 May 2026 08:30:10 GMT https://help.arez.io/docs/assets-bulk-import-user-guide https://help.arez.io/docs/assets-bulk-import-user-guide Learn how to bulk import assets in CAFM software using Excel. Streamline asset management, improve data accuracy, and save time with Arez’s bulk upload feature. Tue, 19 May 2026 08:23:13 GMT https://help.arez.io/docs/create-a-quotation-from-a-job https://help.arez.io/docs/create-a-quotation-from-a-job Learn how to create a quotation from a job in Arez. Add pricing, attach evidence, and send quotes for client approval to ensure accurate, traceable workflows and faster decisions. Tue, 19 May 2026 08:23:06 GMT https://help.arez.io/docs/service-partner-setup https://help.arez.io/docs/service-partner-setup Learn how to add and manage service partners in Arez. Invite partners, create profiles, and securely assign jobs while controlling access to your system. Tue, 19 May 2026 08:22:57 GMT https://help.arez.io/docs/client-setup https://help.arez.io/docs/client-setup Learn how to create and manage client profiles in Arez. Add client details, set locations, and start organising sites, work orders, and reporting with this simple step-by-step setup guide. Tue, 19 May 2026 08:22:51 GMT https://help.arez.io/docs/evidence-standards https://help.arez.io/docs/evidence-standards Learn the essential evidence standards in Arez. Ensure clear notes, before/after photos, client sign-off, and proper documentation to prevent disputes, speed approvals, and stay audit-ready. Tue, 19 May 2026 08:22:43 GMT https://help.arez.io/docs/assigning-an-engineer-vs-creating-a-visit https://help.arez.io/docs/assigning-an-engineer-vs-creating-a-visit Understand the difference between assigning an engineer and creating a visit. Learn when to set job ownership and when to schedule work for better planning, tracking, and workflow efficiency. Tue, 19 May 2026 08:22:37 GMT https://help.arez.io/docs/putting-a-job-on-hold https://help.arez.io/docs/putting-a-job-on-hold Learn how to put a job on hold, pause SLAs, and manage blocked work orders effectively. Track hold reasons, resume tasks and keep workflows clear and organized without losing progress. Tue, 19 May 2026 08:22:31 GMT https://help.arez.io/docs/create-a-reactive-job https://help.arez.io/docs/create-a-reactive-job Learn how to create reactive jobs with clear descriptions, accurate details, and proper attachments. Improve job tracking, reduce errors, and ensure smooth assignment and completion of work orders. Tue, 19 May 2026 08:22:04 GMT https://help.arez.io/docs/smartcert-ai-docs-user-guide https://help.arez.io/docs/smartcert-ai-docs-user-guide Learn how SmartCert uses AI to automate compliance document processing, site matching, and remedial job creation for faster, audit-ready facilities management. Tue, 19 May 2026 08:20:01 GMT https://help.arez.io/docs/assign-complete-and-invoice-a-work-order-in-arez https://help.arez.io/docs/assign-complete-and-invoice-a-work-order-in-arez Tue, 19 May 2026 08:17:14 GMT https://help.arez.io/docs/how-to-add-a-system-user-in-arez https://help.arez.io/docs/how-to-add-a-system-user-in-arez Mon, 18 May 2026 07:55:18 GMT https://help.arez.io/docs/create-manage-visits https://help.arez.io/docs/create-manage-visits Learn how to create, manage, and reschedule visits efficiently. Handle multi-visit jobs, assign engineers, update schedules, and avoid common mistakes for smooth job planning and execution. Wed, 13 May 2026 06:05:29 GMT https://help.arez.io/docs/managing-notes-in-arezio https://help.arez.io/docs/managing-notes-in-arezio Tue, 12 May 2026 14:49:15 GMT https://help.arez.io/docs/arez-operate-shift-pricing-help-guide https://help.arez.io/docs/arez-operate-shift-pricing-help-guide Thu, 07 May 2026 08:22:50 GMT https://help.arez.io/docs/how-to-create-a-site-in-arez https://help.arez.io/docs/how-to-create-a-site-in-arez Thu, 07 May 2026 08:18:39 GMT https://help.arez.io/docs/how-to-create-a-worker https://help.arez.io/docs/how-to-create-a-worker Learn how to create and manage worker profiles in Arez FieldIQ. Add new workers, track compliance, manage timesheets, and ensure only verified personnel can access jobs and sites with this complete guide. Wed, 06 May 2026 12:21:18 GMT https://help.arez.io/docs/add-job-cost-sservice-partner-view https://help.arez.io/docs/add-job-cost-sservice-partner-view Wed, 06 May 2026 06:16:30 GMT https://help.arez.io/docs/how-to-add-a-client-in-arez https://help.arez.io/docs/how-to-add-a-client-in-arez Tue, 05 May 2026 07:41:04 GMT https://help.arez.io/docs/evidence-standards-for-service-partners https://help.arez.io/docs/evidence-standards-for-service-partners Learn the essential evidence standards for service partners in Arez. Ensure clear notes, before/after photos, signatures, and material records to avoid rework, delays, and client issues. Mon, 04 May 2026 13:39:32 GMT https://help.arez.io/docs/how-to-add-a-new-service-partner-user https://help.arez.io/docs/how-to-add-a-new-service-partner-user Learn how to add a new partner user in Arez, configure login details, assign access, and manage partner users efficiently with this step-by-step guide. Tue, 28 Apr 2026 10:52:28 GMT https://help.arez.io/docs/allocating-jobs-to-a-service-partner https://help.arez.io/docs/allocating-jobs-to-a-service-partner Learn how to allocate work orders to service partners in Arez. Assign jobs, transfer responsibility, and ensure smooth scheduling, tracking, and job delivery with this step-by-step admin guide. Wed, 25 Mar 2026 09:24:55 GMT https://help.arez.io/docs/managing-invoices https://help.arez.io/docs/managing-invoices Learn how to manage invoices efficiently—create, edit, add items, record payments, and share with clients. Keep billing accurate, track balances, and maintain a clear financial audit trail. Wed, 25 Mar 2026 09:24:55 GMT https://help.arez.io/docs/export-invoices-to-excel-1 https://help.arez.io/docs/export-invoices-to-excel-1 Wed, 25 Mar 2026 09:24:55 GMT https://help.arez.io/docs/adding-and-managing-sites https://help.arez.io/docs/adding-and-managing-sites Learn how to add and manage sites efficiently. Create, group, archive, or delete sites, and use import/export for bulk updates to keep location data organised and easy to manage. Wed, 25 Mar 2026 09:24:55 GMT https://help.arez.io/docs/create-an-invoice-from-a-job https://help.arez.io/docs/create-an-invoice-from-a-job Learn how to create and manage invoices in Arez. Add line items, review totals, attach documents, and move invoices from draft to posted. Wed, 25 Mar 2026 09:24:55 GMT https://help.arez.io/docs/engineer-workflow-on-mobile https://help.arez.io/docs/engineer-workflow-on-mobile Learn how to manage site attendance using the Arez mobile app—from starting shifts to recording progress and completing jobs. Follow this step-by-step engineer workflow guide for accurate tracking and efficient field operations. Fri, 20 Mar 2026 05:41:20 GMT