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.
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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 — Inviting and setting up new users
In this video tutorial, we show how to invite new users and set up and configure proper roles.
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 — Adding default activities in the admin panel
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.
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 — 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.
