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.
Similar Posts
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 — 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.
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.
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.
