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.
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
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 default tax rates.… Read more
This video tutorial is the first in a series covering Admin setup functions during initial setup of the software. These items are basic (more advanced items are covered later) including: company contact info, logo, default bid descriptions, units and rates, default bid comments, common lead sources, default bid header and contract language.… Read more
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