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
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…
IT and the Exit Strategy
You’ve no doubt heard many pitches proclaiming how information technology can help you run your business. But can IT help you when you’re getting ready to retire or seek a new opportunity? As it turns out, information technology helps the specialty contractor sell his or her operation and realize a higher price. The biggest monthly…
Video Tutorial — Uninvoiced Jobs Labor report
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%…
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 — Setting up default bid line descriptions in admin panel
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.
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.

