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 — 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.
Video Tutorial — Overview of Status and Its Influence on Workflow
In this video tutorial, we explain how the “status” field drives the workflow from initial bid request through final payment in the Workman’s Dashboard app for specialty contractors. Please leave your questions or comments in the string below this post.
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…
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.
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…
