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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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 — 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 — 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 — 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 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.
