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.
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Video Tutorial — Setting up custom fields in the admin panel
In this video tutorial, we show how to set up custom bid fields in the admin panel.
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 — 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 — 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 — 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 — Work Order Report
In this video tutorial, we show how to use the Work Order report for your field superintendent, foreman or crew leader.
