Knowledge index
Every support article
A plain, crawlable list of the published guidance maintained in the BizRx marketing repository.
Getting started
Sign in, find your way around, and understand the Workspace overview.
- Logging in to BizRx WorkspaceSign in with the account supplied by BizRx and reach the correct business Workspace.
- Understanding your Workspace dashboardRead your plan status, items needing action, recent tasks, notifications, and account activity.
Estimates and contracts
Review proposals, download documents, and record contract acceptance.
- Approving or declining an estimateReview an estimate, its commercial totals and contracts before recording your decision.
- Reviewing and accepting a contractOpen the immutable contract version attached to an estimate and record acceptance with your legal name.
Invoices and payments
Understand balances, bank-transfer instructions, and payment approval.
- Viewing an invoice and submitting a manual paymentReview the invoice balance and currency, then submit bank-transfer details for BizRx approval.
Plans and subscriptions
See when service access begins and how renewal or expiry dates are shown.
- Understanding subscription start and renewal datesLearn why plan dates remain pending before payment and how active subscription dates are calculated.
Tasks and attachments
Submit clear requests, add private files, and follow work updates.
- Submitting a task or requestCreate a clear client request, choose its priority, and add supporting files.
- Attaching multiple files to a taskSelect several supported files when creating a task or adding a follow-up.
- Following task status and updatesRead client-visible updates, download attachments, and add follow-up information from the task page.
Account and security
Reset your password and keep access to your Workspace secure.
- Resetting your Workspace passwordRequest a secure reset link and choose a password that meets the Workspace security rules.