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…
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.
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 — 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 — 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.
