Workman's Tutorials
Learn how to use your awesome job management system

Tutorial Videos

  1. Tutorials
  2. Invite New Users
  3. Setting Sales Tax Rates
  4. Add Default Job Activities
  5. How to Add Lead Sources
  6. How to Add Default Bid Fields
  7. How to Add Default Bid Comments
  8. How to Add Custom Job Fields
  9. How to Run A Report
  10. How to Set Company Information
  11. How to Set Company Info
  12. How to Use Job Statuses
  13. How to Rework a Job
  14. How to do a Work Order
  15. How to Copy Jobs

Workman's Dashboard Tutorials

Throughout this guide you’ll find several video tutorials showing you how to use and optimize Workman’s Dashboard. You can also find the answer to many questions in our help guide. If you want us to make any other videos, or you have any questions, just select “Suggest Edit” below and let us know!

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Invite New Users

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Setting Sales Tax Rates

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Add Default Job Activities

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Add Lead Sources

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Add Default Bid Fields

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Add Default Bid Comments

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Add Custom Job Fields

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Run A Report: Example - Uninvoiced Jobs Labor Report

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Advanced Company Profile

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Basic Company Profile

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What Job Statuses are and How to Use Them

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Rework a Job

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Work Order Report

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Copy a Job

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