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.
Similar Posts
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…
Video Tutorial — Copy Job Function
In this video tutorial, we show when and how to use the “copy job” function.
Video tutorial — Adding standard lead sources in the admin panel
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.
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…
When’s the Right Time to Fire your Customer?
I always find it amusing when someone calls our office and asks, “do you guys do free bids?” Are there actually any contractors that charge to perform bids? The whole “free bid” thing is a curse on our industry that will probably never go away. Nevertheless, although this is what consumers expect and demand, we should…
Video tutorial — Setting up default bid comments in the admin panel
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.
