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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Video Tutorial — Advanced Company Setup
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…
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…
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…
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 — Work Order Report
In this video tutorial, we show how to use the Work Order report for your field superintendent, foreman or crew leader.
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.
