WorkGuru Support Portal

WorkGuru Setup Guide 5

• Minimum Configuration
• Workflow Considerations
• Setting Up WorkGuru - The End to End Workflow.
• Logging into WorkGuru the First Time
• Activating Your WorkGuru Subscription

Going Live with WorkGuru 3

• Your first Stocktake in WorkGuru
• Project WIP Balance Only Setup
• Recommended Go Live CheckList

Universal Import Templates 18

• Importing Clients
• Importing Client Contacts
• Importing Suppliers
• Importing Supplier Contacts
• Importing Tasks

View all 18

From WorkflowMax 11

• Migrating from WorkflowMax to WorkGuru Overview
• WFM to WorkGuru One-Click Migration Tool
• Clients and Client Contacts
• Supplier and Supplier Contacts
• Tasks

View all 11

From Xero 0

Logging In 1

• Setting Your Tenant

Clients and Suppliers 5

• Adding a Client from the Clients Dashboard
• Adding a New Client and Contact from a Transaction
• Adding a Supplier from the Supplier Dashboard
• Adding a New Supplier and Contact from a Purchase Order
• Updating Client and Supplier Data from Spreadsheet

CRM and Lead Management 9

• Managing Leads
• Adding a Lead
• Updating an Existing Lead
• Adding a Quote to Lead
• Adding a Lead Activity

View all 9

Quotes 14

• Quote Overview
• Managing Quotes
• Adding a Quote
• Adding Notes to Quotes
• Adding Files to Quotes

View all 14

Purchasing 28

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

View all 28

Project and Production Templates 10

• Project and Production Templates Overview
• Managing Project and Production Templates.
• Create a Project Template
• Create a Production Template
• Bulk Adding Products to Project and Production Templates

View all 10

Projects 21

• Projects Overview
• Managing Projects
• Tracking Realtime Project Profit and Progress.
• Creating a Project in WorkGuru
• Bulk Add Tasks and Products to Projects

View all 21

Recurring Projects 5

• Recurring Projects Overview
• Managing Recurring Projects
• Creating a Recurring Project
• Editing Recurring Projects
• Cancelling a Recurring Project

Project Groups 9

• Project Group Overview
• Managing Project Groups
• New Project Groups
• Edit or Delete Project Groups
• Adding Projects to Project Groups

View all 9

Production Jobs 17

• Production Job Overview
• Managing Production Jobs
• Create a Production Job
• Raising a Production Job From a Project
• Raising a Sub-Assembly Production Job

View all 17

Stock Sales 15

• Stock Sales Overview
• Managing Stock Sales
• Creating a Stock Sale
• Edit or Update a Stock Sale
• Invoicing a Stock Sale

View all 15

Invoicing 22

• Invoicing Overview
• Managing Invoices
• Project Invoices
• Stock Sale Invoices
• Project Group Invoicing

View all 22

Products 8

• Product Units of Measure
• Alternate Suppliers
• Product Pricing Tiers
• Product Par Levels and Locations
• Adding Files to a Product

View all 8

Assets 18

• Asset Overview
• Managing Assets
• Creating a New Asset
• Creating Assets from Quotes or Projects
• Assigning a Quote or Project to an Existing Asset

View all 18

Timesheets 12

• Timesheets Overview
• Managing Timesheets
• Options for Users to Submit Timesheets to WorkGuru
• Daily Timesheets
• Weekly Timesheets

View all 12

Stock Control & Inventory Managment 13

• Stock - Managing Stock on Hand
• Stock - Tracking Stock Movements
• Stocktakes - Managing Stocktakes
• Stocktakes - Conducting a Full or Partial Stocktake.
• Stock Adjustments - Managing Adjustments

View all 13

Client Credit Notes 9

• Client Credit Note Overview
• Managing Client Credit Notes
• Raising a Client Credit Note from a Project
• Raising a Credit Note from a Stock Sale
• Create an Ad-Hoc Client Credit Note

View all 9

Supplier Credit Notes 8

• Supplier Credit Note Overview
• Managing Supplier Credit Notes
• Raising a Supplier Credit Note from a Purchase Order
• Create an Ad-Hoc Supplier Credit Note
• Printing Supplier Credit Notes

View all 8

Document Templates 17

• Document Template Overview
• Document Template Field Library
• Create a New Document Template
• Table Field Setup in WorkGuru Document Templates
• Edit an Existing Document Template

View all 17

Forms 7

• Forms Overview
• Managing Form Template
• Adding a Form Template
• Creating a Form Document Template
• Populating a Form

View all 7

Tasks 1

• Task Pricing Tiers

Scheduling 3

• Project Scheduling
• Scheduling and Assigning Staff
• Capacity Planning

Reporting 4

• Using WorkGuru's Pivot Reports
• Saving a Custom Report
• Renaming Custom Report Categories
• Report Field Definitions - Projects

Kiosk 15

• WorkGuru Kiosk Overview
• Setting Up the WorkGuru Kiosk
• Signing into the Kiosk
• Kiosk Break Shortcut
• Adding Timesheets with the Kiosk

View all 15

WorkGuru Header Bar 5

• Universal Search Bar
• To-Do List
• Timer
• Notifications
• My Account

My Account Menu 7

• Managing Linked Accounts
• Change Password
• Login Attempts
• Changing Profile Pictures
• My Settings

View all 7

Dashboard 2

• Default WorkGuru Dashboard
• Customising User Dashboard Widgets

Projects 6

• Project Dashboard
• New Project
• Project Groups
• Recurring Projects
• Production Jobs

View all 6

Sales 4

• Quotes
• New Quote
• Lead Tracker
• New Lead

Purchases 3

• Purchases
• New Purchase Order
• Buying Guru

Stock Sales 1

• Stock Sales

Invoices 1

• Invoices

Credit Notes 2

• Client Credit Notes
• Supplier Credit Notes

Clients 1

• Clients

Stock 5

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

Suppliers 1

• Suppliers

Time Sheets 1

• Time Sheets

Accounting 4

• Settings
• Payment Types
• Xero Dashboard
• Reconcile Expenses

Assets 1

• Assets

Integrations 1

• Integrations Dashboard

Reports 2

• Reports v2
• Reports - Legacy

Products 3

• Products Dashboard
• Add Product
• Import Products

Tasks 3

• Tasks Dashboard
• Add Task
• Import Tasks

Imports 1

• Imports

Project Templates 1

• Project Template Dashboard

Document Templates 1

• Document Template Dashboard

Custom Fields 3

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

Forms 1

• Form Templates

Team 1

• Staff Teams

Delivery Addresses 3

• Delivery Addresses
• Add a Delivery Address
• Manage Delivery Addresses

Roles 3

• Roles
• Create New Role
• Role Definitions

Users 6

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

View all 6

Qualifications 2

• Qualifications
• Add a Qualification

Languages 3

• Languages
• Changing the Currency Symbol in the WorkGuru UI
• Changing the Default Interface Language in WorkGuru

Subscription 4

• Subscription Information
• Reset Transaction Data
• Activate Your WorkGuru Subscription
• Managing Your WorkGuru Subscription

Settings 10

• General
• Project Settings
• Email Defaults
• Appearance
• User Management

View all 10

Document Settings 1

• Document Settings

Lead Settings 1

• Lead Settings

Xero 11

• Xero and WorkGuru Overview
• Connecting Xero to WorkGuru
• Updating Xero Settings
• Sending Data to Xero
• Sending Timesheets to Xero

View all 11

Tanda 4

• Tanda and WorkGuru Overview
• Connecting to Tanda
• Sending Timesheets to Tanda
• Receiving Costed Timesheet Updates

EzzyBills 4

• EzzyBills and WorkGuru Overview
• Connecting EzzyBills to WorkGuru
• Processing Invoices and Receipts with EzzyBills
• Matching Receipts in EzzyBills to WorkGuru

Asana 3

• WorkGuru and Asana Overview
• Connecting Asana to WorkGuru
• WorkGuru and Asana Data Syncing

API 3

• WorkGuru API Overview
• WorkGuru API Keys
• WorkGuru API Documentation

Google Drive 3

• WorkGuru and Google Drive Overview
• Connecting Google Drive to WorkGuru
• Using the Google Drive Integration

Dropbox 3

• WorkGuru and Dropbox Overview
• Connecting Dropbox to WorkGuru
• Using the Dropbox Integration

WorkGuru Mobile 8

• iOS Mobile App Overview
• Setting Up the iOS Mobile App
• Adding Timesheets with the iOS Mobile App
• Adding Stock Usage with the iOS Mobile App
• Project and Task Completion in the iOS App

View all 8

Kiosk App 8

• iOS Kiosk App Overview
• Setting Up the iOS Kiosk App
• Signing into the iOS Kiosk App
• Adding Timesheets with the iOS Kiosk App
• Adding Stock Usage with the iOS Kiosk

View all 8

WorkGuru Mobile 8

• Android Mobile App Overview
• Setting Up the Android Mobile App
• Adding Timesheets with the Android Mobile App
• Adding Stock Usage via the Android Mobile App
• Project and Task Completion in the Android App

View all 8

Kiosk App 8

• Android Kiosk App Overview
• Setting Up the Android Kiosk App
• Signing Into the Android Kiosk App
• Adding Timesheets with the Android Kiosk App
• Adding Stock Usage with the Android Kiosk App

View all 8