WorkGuru.io

Setting Up Workguru 5

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

Connecting to Xero 4

• Getting Started With Xero
• Data Flow
• FAQs
• Xero API Error Messages

Migrating to WorkGuru 0

Going Live with WorkGuru 1

• Your first Stocktake in WorkGuru

CRM and Lead Management 7

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

See all 7 articles

Purchasing 16

• Purchasing Overview
• Landed Cost Overview
• Raising a Stock Purchase Order
• Raising a Project Purchase Order
• Advanced Purchase Orders

See all 16 articles

Quotes 10

• Quote Overview
• Adding a Quote
• Bulk Add Products to Quotes
• Editing a Quote
• Email and Printing a Quote

See all 10 articles

Projects 13

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

See all 13 articles

Project Groups 7

• New Project Groups
• Edit or Delete Project Groups
• Adding Projects to Project Groups
• Adding Quotes to Project Groups
• Invoicing a Project Group

See all 7 articles

Project Templates 5

• Project Templates Overview
• Create a Project Template
• Bulk Adding Products to Project Templates
• Editing and Deleting Project Templates
• Recost Line Items in Project Templates

Invoicing 13

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

See all 13 articles

Stock Sales 5

• Creating a Stock Sale
• Invoicing a Stock Sale
• Dispatching a Stock Sale
• Completing a Stock Sale
• Backordering a Stock Sale

Products 7

• Product Units of Measure
• Adding a UoM to an Existing Product
• Creating a Kit Product in WorkGuru
• Editing Kit Bill of Materials
• Importing Bill of Materials.

See all 7 articles

Assets 8

• 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 8 articles

Timesheets 6

• Daily Timesheets
• Entering Timesheets on Behalf of Staff
• Sending Timesheets to Xero
• Weekly Timesheets
• Importing Timesheets

See all 6 articles

Stock Control 7

• Stock Adjustments - New Adjustment
• Conducting a Stocktake In WorkGuru
• Warehouses - Setting Up the Default Stock Location
• Warehouses - Adding additional Stock Locations
• Warehouses - Editing Existing Stock Location

See all 7 articles

Kiosk 7

• Accessing the WorkGuru Kiosk
• Adding Timesheets in the Kiosk
• Using Materials in the Kiosk
• Adding Project Notes in the Kiosk
• Reviewing Your Timesheet Entries on the Kiosk

See all 7 articles

Credit Notes 2

• Raising a Client Credit Note from a Project
• Raising a Supplier Credit Note from a Purchase Order

Document Templates 10

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

See all 10 articles

Forms 4

• Adding a Form
• Populating a Form
• Creating a Form Template
• Timesheet Forms

Notifications 2

• Email Notifications in WorkGuru
• Enabling Notifications

Dashboard 1

• WorkGuru Dashboard

Projects 5

• Dashboard
• New Project
• Project Groups
• Recurring Projects
• Schedule

Sales 4

• Quotes
• New Quote
• Lead Tracker
• New Lead

Purchases 2

• Purchases
• New Purchase Order

Stock Sales 1

• Stock Sales

Invoices 1

• Invoices

Credit Notes 2

• Client Credit Notes
• Supplier Credit Notes

Clients 2

• Clients
• Import Clients

Stock 5

• Stock
• Stock Takes
• Stock Adjustment
• Stock Transfers
• Warehouses

Suppliers 2

• Suppliers
• Import Suppliers

Time Sheets 1

• Time Sheets

Accounting 3

• Settings
• Payment Types
• Xero

Assets 1

• Assets

Integrations 0

Forms (Beta) 1

• Form Templates

Reports 1

• Reports

Products 3

• List Products
• Add Product
• Import Products

Tasks 3

• List Tasks
• Add Task
• Import Tasks

Project Templates 1

• Project Template Dashboard

Document Templates 1

• Document Template Dashboard

Custom Fields 3

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

Team 1

• Staff Teams

Delivery Addresses 1

• Delivery Addresses

Roles 2

• Roles
• Create New Role

Users 4

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

Languages 1

• Languages

Audit Logs 0

Subscription 2

• Subscription Information
• Reset Transaction Data

Settings 7

• General
• Email Defaults
• Appearance
• User Management
• Security

See all 7 articles

Document Settings 1

• Document Settings

Lead Settings 1

• Lead 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