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 — 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.
About this Blog
How better to get an edge in an old-economy business than with new-economy tools. Rainier Asphalt & Concrete was founded by my brother Tom in 2000. It has steadily grown to generate more than $4 million in annual revenues and withstood the furor of the Great Recession. Tom invited me to manage finance and IT in 2007….
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.
Video Tutorial — Copy Job Function
In this video tutorial, we show when and how to use the “copy job” function.
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.
