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 — 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.
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.
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 — Copy Job Function
In this video tutorial, we show when and how to use the “copy job” function.
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%…
Video Tutorial — Using the Rework Functionality
It goes by many different names: redos, go-backs, punchlists, rework. Whenever a contractor needs to return to perform warranty items after the job is done and billed. In this video tutorial, we explore how to track and manager rework in the Workman’s Dashboard app for specialty contractors.
