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Knowledge base
Getting started with WorkGuru
Setting Up Workguru
3
Adding a Product
Add a Task
Minimum Configuration
Connecting to Xero
0
Connecting to QuickBooks
0
Using WorkGuru
Projects
1
Applying Project Templates
Assets
0
Quotes
0
Project Groups
0
CRM and Lead Management
0
Projects
Projects Dashboard
6
Project Dashboard
Creating a Project from Project Dashboard
Editing a project
Project Schedule
Viewing Project Details
See all 6 articles
New Project
1
Creating a New project
Schedule
0
Project Groups
5
New Project Groups
Edit or Delete Project Groups
Project Group Details
Adding Projects to Project Groups
Adding Quotes to Project Groups
Sales
Quotes
7
Quote Overview
Quote Dashboard
Adding a Quote
Editing a Quote
How do I find a Saved or Issued Quote?
See all 7 articles
Lead Tracker
0
Purchases
Purchases Dashboard
0
New Purchase Order
0
Invoices
Invoices
2
Quick Invoice
View Invoices
Clients
Clients Dashboard
0
Stock
Stock
1
View Stock
Stocktake
1
Adding a stock take
Add Stock Adjustment
1
Creating a stock adjustment
Timesheets
Timesheets Dashboard
1
Adding Timesheets
Accounting
Payment Types
0
Settings
0
Xero
3
Getting Started
Syncing Data from WorkGuru to Xero
Data Flow
Assets
Assets
5
Assets - Overview
How do I find the Asset Index?
Adding a New Asset
How do I edit an existing Asset?
How do I review an asset's history?
Administration
Products
3
List Products
Add Products
Import Products
Tasks
3
List Tasks
Add Task
Import Tasks
Project Templates
3
Project Templates Overview
Create a Template
Editing and Delete Project Templates
Document Templates
2
Document Template Overview
Merge Field Reference
Custom Fields
1
Custom Fields
Roles
0
Users
0
Languages
0
Audit Logs
0
Subscription
0
Settings
0
Document Settings
0
My Account
Manage Linked Accounts
0
Change Password
0
Login Attempts
0
Change Profile Picture
1
Setting a Profile Picture
My Settings
0
Logout
0
WorkGuru Apps
Kiosk
0
Help Desk Software
by Freshdesk