WorkGuru Support Portal

WorkGuru Setup Guide 3

• Minimum Configuration
• Workflow Considerations
• Setting Up WorkGuru - The End to End Workflow.

WorkGuru Data Imports 11

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

View all 11

Migrating to WorkGuru 0

Going Live with WorkGuru 1

• Your first Stocktake in WorkGuru

Clients and Suppliers 0

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

View all 7

Quotes 10

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

View all 10

Purchasing 21

• Purchasing Overview
• Landed Cost Overview
• Costing a PO before Receiving Stock
• Raising a Stock Purchase Order
• Raising a Project Purchase Order

View all 21

Project and Production 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

Projects 11

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

View all 11

Recurring Projects 2

• Creating a Recurring Project
• Managing Recurring Projects

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

View all 7

Production Jobs 4

• Production Job Templates
• Create a Production Job
• Managing Production Jobs
• Completing a Production Job

Invoicing 14

• Invoicing Overview
• Project Invoices
• Stock Sale Invoices
• Project Group Invoicing
• Rounding when Invoicing in WorkGuru

View all 14

Stock Sales 6

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

View all 6

Products 8

• Creating Product Units of Measures
• Adding a UoM to an Existing Product
• Adding Files to a Product
• Editing Kit Bill of Materials
• Product Pricing Tiers

View all 8

Assets 7

• 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

View all 7

Timesheets 7

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

View all 7

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

View all 7

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

View all 7

Credit Notes 2

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

Document Templates 13

• 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 13

Forms 4

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

Notifications 2

• Email Notifications in WorkGuru
• Enabling Notifications

Scheduling 3

• Project Scheduling
• Scheduling and Assigning Staff
• Capacity Planning

V2 Reporting 4

• Report Field Definitions - Projects
• Renaming V2 Custom Report Categories
• Populating Content in V2 Reports
• Saving a V2 Custom Report

Xero 0

Dashboard 2

• Default WorkGuru Dashboard
• Custom WorkGuru Dashboard

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 2

• Purchases
• New Purchase Order

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
• How to record retention monies in WorkGuru?

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

Project Templates 1

• Project Template Dashboard

Document Templates 1

• Document Template Dashboard

Custom Fields 3

• Custom Fields
• 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

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

Xero 4

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

Tanda 1

• Connecting to Tanda

EzzyBills 2

• Connecting EzzyBills to WorkGuru
• Using EzzyBills in WorkGuru

API 2

• API Keys Dashboard
• WorkGuru API