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.
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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 — 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 — 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 — 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.
