We know that new software can be overwhelming when you first start. This guide was built to help you get off the ground running, and to assist you throughout your time with Workman’s Dashboard. The guide is fully searchable via the search bar above, and includes descriptions, tips, video tutorials, and the ability to give feedback or ask questions. Enjoy!

To edit the company settings you must first be an administrator. Select the profile dropdown on the right side of the navigation bar and select “Admin Panel”. Here you can begin to enter your company specific information including but not limited to: upload company logo, add custom fields for job sheets, enter contact information, manage users, add bid fields, and set tax rates.

To add a new user select the profile dropdown on the right side of the navigation bar, then select “Admin Panel”. Next, select the “User Management” tab. Here you can add new users by entering their first name, last name, email, and role(s). Once you select “Invite” the new user will be sent an email with a link to set up their account. And thats it!

(Please note that once you add more than four users other than “Foreman” and “Time” users, your billing plan will be affected; we will always check with you before charging you for any changes).

From any job page, you may select “Bid/Invoice”. From this window you can add all of the items necessary to produce a bid for your customer. You may also submit invoicing information for partial or full payments from the customer by selecting the “create invoice” button.

To help automate your bidding process, we have integrated default bid fields which can be selected on any and all of your job bids. To set up these fields, first select the “Admin Panel” found in the user dropdown on the right side of the navigation bar. Next, select the “Bid Fields” tab. Here you can add new custom bid fields with the product or service name, a description of the specific work item, default unit numbers, and default price. Add as many The only information that must be entered is the product or service name.

Bid comments are used to give additional information or items on a job which are not part of the line items.

There are two ways to view and search for jobs. In the search box on the navigation bar you can search for jobs by name or number. Simply begin to search and select the job from the search dropdown, or type in the full name or number and select “Go”. To view your full job lists select the “Jobs” dropdown on the navigation bar, then select “View Jobs”. Here you can view a running list (newest first) of all your jobs, search with the “Search” field in the upper right corner, and view a specific job by clicking the blue eye symbol in the left column.

Our standard job fields are made to be useful (or even necessary) for any specialty contractor, regardless of their field. Beyond the required and standard fields, we also have customizable job field options where you can optimize the job forms for your company.

The first thing you will need to do when creating a new job is to set the customer account for which the job is assigned. On a new job page select the “set account” button. Here you will have the option to create a new account or to choose from existing accounts. If you do not set an account, you will not be able to create a new job.

In the “Addresses” field you have the option to enter both the address of the work site as well as the billing address. To optimize this process, we have included buttons which allow you to pull the address information from the job account, as well as to pull the address from either field. If you would like to copy the site address to the billing address field, simply click “Use Account” in the billing address area. Similarly, if you would like to use the billing address for the site address, simply click “Use Billing” in the site address field. In either fields, click “Use Account” if you wish to use the address that is stored on the account info. 

Project roles are a very important part of the Workman’s Dashboard job management system (JMS). In order to keep relevant and up-to-date information on each users dashboard, the users only see the jobs that are assigned to them (except for executives). So, when creating a job, remember to select the appropriate users for that job (estimator, project manager, foreman, and accountant). You can always go back and change this information later if the person on the job changes.

Custom job fields allow you to enter job information that is specific to your company or industry. You may add up to six custom fields (three drop fields and three text fields) which will appear in lower section of each job page. To add and edit custom job fields, click on the “Admin Panel” in the dropdown on the far right of the navigation bar. Then, make sure you are on the “Settings” tab and navigate to “Custom Fields” at the bottom of the page.

You have the option of either adding a new contact while you are creating a new account, or to create a new contact outside of the create account area. To create a new contact while creating an account: see the “Add Account” section in this guide for information on how to add an account, then simply fill in the information in the “New Contact” section. To create a new contact when not creating an account: navigate to the Contacts page found in the “Accounts and Contacts” dropdown, scroll to the bottom of the page, and click on the green “Add Contact” button.

To view your accounts go to the “Accounts” page under the “Accounts & Contacts dropdown in the navigation bar. You may search your accounts using the search bar in the upper right corner of the window, just below the navigation bar. You may also search your accounts after selecting “Existing Account” when setting the account on a new job.

To view your contacts go to the “Contacts” page under the “Accounts & Contacts dropdown in the navigation bar. You may search your contacts using the search bar in the upper right corner of the window, just below the navigation bar.

To add a new row select the green “+” in the furthest right column. To delete a row select the red “-” in the furthest right column.

To view the timesheets that you have submitted in the past, simply select the “View Past Timesheets” option under “TimeKeeping” in the navigation bar.

To review the your employee’s submitted time, select the “Timesheets Review” option under the “TimeKeeping” tab in the navigation bar. To view and approve a timesheet select the blue eye in the very left column. Here you can make any necessary changes to a time sheet or you may approve the timesheet by clicking the green button at the bottom of the page.

You also have the option to search the timesheets by using the search bar in the upper right corner of the window to search all fields, or the search area at the top of each column to search by that specific field. You can sort the timesheets by using the arrows next to the column titles. For instance, if you click the up arrow next to pay period it will order the timesheets based on the newest pay period.

Chart Reports are in development! Soon you will be able to automatically generate visual reports about how your company is performing!

To edit your personal info go to the “Edit Profile” section found under the user dropdown on the far right of the navigation bar. Here you may change your email address, enter a personal website, phone numbers, address, change your wages, and edit your roles.

If you have forgotten your password first sing out of your account (if you are currently signed in). Next, select the blue subtext “Forgot Password” which is located to the right of the green “Login” button. You will then be prompted to enter your account email. Once entered, you will be emailed with a url which will direct you to a password reset page.

To edit user roles first navigate to “Edit Users” under the profile dropdown on the right side of the navigation bar. Next select the name of the user you wish to edit. Once you are at the user’s information page, select the “Roles” tab. Here you can select or deselect the roles you wish this user to have. Active roles will appear in green. Once you are done editing the user’s roles select “Update” and you’re done!

To edit your hourly wage first select “Edit Profile” which can be found in your profile dropdown on the right side of the navigation bar. Under “Edit Profile” go to the “Wages” tab. Here you can view your current wage or edit it. Your wage information is reflected in Timesheets and various reports.

Can’t find the answer your looking for in this guide? Leave feedback on one of the guide posts or email us at info@workmansdashboard.com. We take your feedback seriously! 

The Workman’s Dashboard 30 day trial is a hassle free and commitment free trial. No credit card information is required until your first 30 days have passed.

If you wish to end your subscription, simply email us at info@workmansdashboard.com

If you weren’t billed correctly or have other charges which concern you, please contact us at info@workmansdashboard.com and we’ll help you get the issue resolved.