In this video tutorial, we show how to invite new users and set up and configure proper roles.… Read more
Tech Insights for Contractors
Helping old-economy businesses with new-economy tools.
Archive for May 2016
In this video tutorial, we show how to set up sales tax rates to automate and ensure accuracy of tracking sales tax for each job.… Read more
In this video tutorial, we show how to set up default activities in the admin panel so that users can more maximize the benefits of the integrated CRM (Customer Relationship Management) functions within the Workman’s Dashboard app for contractors.… Read more
In this video tutorial, we show how to set up standard lead sources in the admin panel so your users can track what methods of marketing and advertising are effective.… Read more
In this video tutorial, we show how to set up default bid line items in the admin panel to automate the process of creating a bid.… Read more
This video tutorial shows how to set up default bid comments in the admin panel so users can click and select common items on the bottom of their bid proposals.… Read more
In this video tutorial, we show how to set up custom bid fields in the admin panel.… Read more
This video tutorial explains the Uninvoiced Jobs Labor report. This report is useful to ensure that (1) you never complete a job and forget to bill the customer (2) to track labor hours and costs for projects in-process and (3) to influence scheduling and move jobs up the calendar that are nearly done to 100% done to improve cash flow.… Read more
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