In this video tutorial, we show how to use the Work Order report for your field superintendent, foreman or crew leader.
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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.
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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.
Video Tutorial — Advanced Company Setup
This video tutorial is the second in a series covering Admin setup functions during initial setup of the software. These items are more advanced than the first video, and include: set up of initial job and invoice numbers, pay period intervals, overtime pay logic, grace periods for timekeeping, default activities for the CRM management and…
Video Tutorial — Using the Rework Functionality
It goes by many different names: redos, go-backs, punchlists, rework. Whenever a contractor needs to return to perform warranty items after the job is done and billed. In this video tutorial, we explore how to track and manager rework in the Workman’s Dashboard app for specialty contractors.
Video tutorial — Setting up default bid comments in the admin panel
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Video tutorial — Adding standard lead sources in the admin panel
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