WorkGuru.io

Setting Up Workguru 3

• Adding a Product
• Add a Task
• Minimum Configuration

Connecting to Xero 0

Connecting to QuickBooks 0

Projects 1

• Applying Project Templates

Assets 0

Quotes 0

Project Groups 0

CRM and Lead Management 0

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

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 Dashboard 0

New Purchase Order 0

Invoices 2

• Quick Invoice
• View Invoices

Clients Dashboard 0

Stock 1

• View Stock

Stocktake 1

• Adding a stock take

Add Stock Adjustment 1

• Creating a stock adjustment

Timesheets Dashboard 1

• Adding Timesheets

Payment Types 0

Settings 0

Xero 3

• Getting Started
• Syncing Data from WorkGuru to Xero
• Data Flow

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?

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 3

• Document Template Overview
• Merge Field Reference
• Create a New Document Template

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 3

• General - Timezone
• Appearance
• Invoice

Document Settings 1

• Document Settings

Manage Linked Accounts 0

Change Password 0

Login Attempts 0

Change Profile Picture 1

• Setting a Profile Picture

My Settings 0

Logout 0

Kiosk 0