WorkGuru.io

Setting Up Workguru 5

• Minimum Configuration
• Workflow Considerations
• Setting Up WorkGuru
• Emailing from WorkGuru - Domain SPF Record Setup
• Activating Your WorkGuru Subscription

Connecting to Xero 3

• Getting Started
• Data Flow
• Xero API Error Messages

Connecting to QuickBooks 0

CRM and Lead Management 6

• Adding a Lead
• Updating an Existing Lead
• Adding a Quote to Lead
• Adding a Lead Activity
• Adding a Lead Note

See all 6 articles

Quotes 9

• Quote Overview
• Adding a Quote
• Editing a Quote
• Email and Printing a Quote
• Revising, Accepting or Declining a Quote

See all 9 articles

Purchasing 14

• Purchasing Overview
• Landed Cost Overview
• Raising a Stock Purchase Order
• Raising a Project Purchase Order
• Purchasing in other Currencies

See all 14 articles

Projects 10

• Creating a Project in WorkGuru
• Viewing Project Details
• Editing a project
• Applying Project Templates
• Adding Timesheets on a Project

See all 10 articles

Invoicing 11

• Invoicing Overview
• Project Invoices
• Stock Sale Invoices
• Project Group Invoicing
• Invoice Workflow Example - Invoice Full or Deposit of Forecast.

See all 11 articles

Stock Sales 3

• Creating a Stock Sale
• Invoicing a Stock Sale
• Dispatching a Stock Sale

Assets 6

• Adding a New Asset
• How do I edit an existing Asset?
• Raising a Quote or Project From an Asset
• Reviewing Asset Details
• Raising a Project Group from an Asset

See all 6 articles

Project Groups 4

• New Project Groups
• Edit or Delete Project Groups
• Adding Projects to Project Groups
• Adding Quotes to Project Groups

Timesheets 3

• Adding Daily Timesheets
• Entering Timesheets on Behalf of Staff
• Sending Timesheets to Xero

Stock Control 5

• Stock Adjustments - New Adjustment
• Warehouses - Setting Up the Default Stock Location
• Warehouses - Adding additional Stock Locations
• Warehouses - Editing Existing Stock Location
• Warehouses - De-activate Stock Locations

Kiosk 4

• Accessing the WorkGuru Kiosk
• Adding Timesheets in the Kiosk
• Using Materials in the Kiosk
• Adding Project Notes in the Kiosk

Projects 4

• Dashboard
• New Project
• Project Groups
• Recurring Projects

Sales 4

• New Quote
• Quotes
• Lead Tracker
• New Lead

Purchases 2

• Purchases
• New Purchase Order

Stock Sales 1

• Stock Sales

Invoices 1

• Invoices

Clients 2

• Clients
• Import Clients

Stock 5

• Stock
• Stock Take
• Add Stock Adjustment
• Stock Transfers
• Warehouses

Suppliers 2

• Suppliers
• Import Suppliers

Time Sheets 1

• Time Sheets

Accounting 3

• Settings
• Payment Types
• Xero

Assets 1

• Assets

Reports 1

• Reports

Products 4

• List Products
• Adding a Product
• Import Products
• Adding a UoM to an Existing Product

Tasks 3

• List Tasks
• Import Tasks
• Add Task

Project Templates 4

• Project Templates Overview
• Create a Project Template
• Editing and Delete Project Templates
• Recost Line Items in Project Templates

Document Templates 10

• Document Template Overview
• Merge Field Reference
• Create a New Document Template
• Edit an Existing Document Template
• Invoice Document Template Library

See all 10 articles

Custom Fields 3

• Custom Fields
• Add a Custom Field
• Manage Custom Fields

Roles 2

• Roles
• Create New Role

Users 4

• Users Dashboard
• Create New Users
• Editing User Specific Permissions
• Managing Users

Languages 0

Audit Logs 0

Subscription 0

Settings 5

• General
• Appearance
• User Management
• Security
• Invoice

Document Settings 1

• Document Settings

Manage Linked Accounts 1

• Managing Linked Accounts

Change Password 1

• Change Password

Login Attempts 1

• Login Attempts

Change Profile Picture 1

• Setting a Profile Picture

My Settings 1

• My Settings

Logout 1

• Logging out of WorkGuru

Kiosk 0