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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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…
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.
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 — Setting up custom fields in the admin panel
In this video tutorial, we show how to set up custom bid fields in the admin panel.
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.
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.
