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.
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Make Awesome Promo Videos for your Contracting Business with Google Photos
I created these videos below using the new “auto awesome” feature in Google+ Pictures. Each took less than 10 minutes to create. They’re not perfect, but they didn’t take thousands of dollars to pay a third party to produce, or require a lot of time. It’s a great way to get new content onto your…
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 sales tax rates in the admin panel
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.
Deciding When to Say “No!”
We have a saying that’s developed around the office in the last few years: “sometimes the easiest decisions are the hardest ones to make.” When faced with these types of issues, being able to pull powerful and relevant data can be the best thing to make rationale, rather than emotional, decisions. When it comes to sales, it’s…
IT and the Exit Strategy
You’ve no doubt heard many pitches proclaiming how information technology can help you run your business. But can IT help you when you’re getting ready to retire or seek a new opportunity? As it turns out, information technology helps the specialty contractor sell his or her operation and realize a higher price. The biggest monthly…
Never Forget to Invoice a Job
Getting paid and managing cash flow can be an ongoing struggle for contractors. While chasing down certain customers to collect payment is a struggle that will never go away, one priority we established at our contracting business was that we must have our own clerical house in order. More specifically, although we perform over 1,000 separate jobs…
