WorkGuru Support Portal

WorkGuru Setup Guide 5

• Setting Up WorkGuru - The End to End Workflow.
• Minimum Configuration
• Workflow Considerations
• Logging into WorkGuru the First Time
• Setup WorkGuru with Demo Data

Going Live with WorkGuru 3

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

Subscription Management 2

• Activate Your WorkGuru Subscription
• Managing Your WorkGuru Subscription

Logging In 1

• Setting Your Tenant

Universal Import Templates 23

• WorkGuru Data Import Overview
• Resolving Common Import Error Messages
• Importing Clients
• Importing Client Contacts
• Importing Suppliers

View all 23

From WorkflowMax 12

• Migrating from WorkflowMax to WorkGuru Overview
• WorkGuru WFM Migration Checklist
• Populating WFM Custom Fields
• Migrate WFM Clients and Client Contacts
• Migrate WFM Supplier and Supplier Contacts

View all 12

From Xero 1

• Setting Up WorkGuru Using Xero Data

Document Templates 19

• 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 19

Tasks 8

• Task Overview
• Managing Tasks
• Adding a New Task
• Enforce Task Rate Costing on Timesheets
• Task Pricing Tiers

View all 8

Products 17

• Products Overview
• Managing Products
• Adding a New Product
• Serialized Products
• Batch Products

View all 17

Clients and Contacts 13

• Client and Contact Overview
• Managing Clients and Contacts
• Adding a New Client
• Adding New Client Contacts
• Adding a New Client and Contact from a Transaction

View all 13

Suppliers and Contacts 10

• Supplier and Contact Overview
• Managing Suppliers and Contacts
• Adding a New Supplier
• Adding a New Supplier Contacts
• Adding a New Supplier and Contact from a Transaction

View all 10

Leads 12

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

View all 12

Quotes 18

• Quote Overview
• Managing Quotes
• Adding a Quote
• Copying Quotes
• Quote Options

View all 18

Projects 30

• Projects Overview
• Managing Projects
• Project WIP in WorkGuru
• Project Kanban View
• Tracking Realtime Project Profit and Progress.

View all 30

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

Project and Production Templates 13

• Project and Production Templates Overview
• Managing Project and Production Templates
• Create a Project Template
• Creating Templates from Quotes and Projects
• Create a Production Template

View all 13

Purchasing 32

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

View all 32

Purchase Templates 3

• Purchase Template Overview
• Add Purchase Template
• Edit Purchase Template

Invoicing 25

• Invoicing Overview
• Managing Invoices
• Editing Invoices
• Staff Rates Invoicing
• Invoicing Timesheets

View all 25

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 18

• 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 18

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 16

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

View all 16

Scheduling 6

• Scheduling Overview
• Gantt Project and Task Scheduling
• Gantt Scheduling and Assigning Staff
• Gantt Task Capacity Planning
• Calendar Scheduling

View all 6

Stock Control & Inventory Management 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

Forms 9

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

View all 9

Reporting 5

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

Kiosk Web App 15

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

View all 15

Email Collaboration 1

• Emailing Files and Notes to WorkGuru Transactions

Custom Fields 4

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

Dashboard Header 5

• Universal Search Bar
• To-Do List
• Dashboard 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
• Accounting Integration Dashboard
• Reconcile Expenses (Xero Only)

Assets 1

• Assets

GuruPay 1

• GuruPay

Integrations 1

• Integrations Dashboard

Reports 1

• Reports v2

Products 3

• List Products
• Add Product
• Import Products

Tasks 3

• List Tasks
• Add Task
• Import Tasks

Delivery Addresses 3

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

Project Templates 1

• Project Template Dashboard

Document Templates 1

• Document Template Dashboard

Purchase Templates 1

• Purchase Template Dashboard

Custom Fields 1

• Custom Fields Dashboard

Forms 1

• Form Templates Dashboard

Team 1

• Staff Teams

Roles 3

• Roles Dashboard
• Create New Role
• Role Definitions

Users 6

• Users Dashboard
• Create New Users
• Editing Users
• Deleting 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 1

• Subscription Information

Settings 11

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

View all 11

Document Settings 1

• Document Settings

Lead Settings 1

• Lead Settings

Imports 1

• Imports

GuruPay 5

• GuruPay Overview
• Setting Up GuruPay
• Updating GuruPay Receipt
• Adding GuruPay to Invoice Email Templates
• Managing GuruPay Payments

API 4

• WorkGuru API Overview
• WorkGuru API Keys
• WorkGuru API Documentation
• WorkGuru API Authentication Guide

Xero 19

• Xero and WorkGuru Overview
• Recommended End of Month Procedures
• Xero Dashboard Overview
• Connecting Xero to WorkGuru
• Updating Xero Settings

View all 19

Tanda 4

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

EzzyBills 5

• EzzyBills and WorkGuru Overview
• Connecting EzzyBills to WorkGuru
• Processing Invoices and Receipts with EzzyBills
• Matching Receipts in EzzyBills to WorkGuru
• Adding Receipts with the WorkGuru Mobile App

SuiteFiles 4

• WorkGuru and SuiteFiles Overview
• Connecting SuiteFiles to WorkGuru
• Using the SuiteFiles Integration
• External Signing with WorkGuru and SuiteFiles

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

Asana 3

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

MYOB 5

• MYOB and WorkGuru Overview
• Connecting MYOB to WorkGuru
• Common MYOB API Error Messages
• Sending Data to MYOB
• Disconnecting and Reconnecting to MYOB

Quickbooks 1

• Connecting QuickBooks to WorkGuru

WorkGuru Mobile 14

• iOS Mobile App Overview
• Setting Up the iOS Mobile App
• Adding Timesheets with the iOS Mobile App
• Review Timesheets with the iOS Mobile App
• Adding Stock Usage with the iOS Mobile App

View all 14

Kiosk App 13

• 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 App

View all 13

WorkGuru Mobile 14

• Android Mobile App Overview
• Setting Up the Android Mobile App
• Adding Timesheets with the Android Mobile App
• Reviewing Timesheets with the Android Mobile App
• Adding Stock Usage with the Android Mobile App

View all 14

Kiosk App 13

• 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 13

Why WorkGuru? 1

• Will WorkGuru work for my industry?

Browser and Device Compatibility 2

• Browser Support
• Browser Extensions

Quoting 8

• Can I Template Items on a Quote?
• Does a Template Lock Me into a Certain Build/BOM
• Can I Build a Quote Based on a Metre Rate?
• Do You Integrate with my CAD / Take-Off Software?
• Can I Control how the Quote Looks to the Client?

View all 8

Purchasing 9

• Can I Buy in Multiple Currencies
• Can I Purchase Stock without a Project?
• Can Purchase Directly for a Project?
• Can I Purchase for Multiple Projects and/or Stock on the one Order?
• Can I Add Landed Costs to Purchases?

View all 9

Projects 9

• What is a WorkGuru project?
• How do I account for Non-Billable Time?
• How do I add actuals to a project?
• Can I Bill Parts of a Project?
• What If I Don’t Have the Stock for a Project?

View all 9

Invoicing 9

• Can I do partial invoicing?
• Can I invoice based on Milestones?
• Can I invoice in Foreign Currencies?
• Can I Invoice Products if I Don’t Have Stock Available?
• Can I Show the Client the Project “Balance Remaining” on an Invoice?

View all 9

Tasks and Timesheets 2

• Can I Track Overtime In WorkGuru
• Can I Use a Timer to Enter Timesheets

Products and Inventory 15

• How Does WorkGuru Track Stock?
• How many products can I track?
• Do I Need to Track Every Product?
• Can I Track Serial Numbers in WorkGuru?
• Can I Track Batch Numbers in WorkGuru?

View all 15

Scheduling 4

• Can I See a Gantt Chart?
• Can I Set Project or Task Dependencies for Scheduling?
• Can I See what Tasks Staff are Allocated to Across a Time Period?
• Do You Have a Calendar/Diary View?

Stock Sales 6

• When do I use Stock Sales?
• Can I Invoice a Stock Sale without Dispatching it?
• Can I Order Goods to Fulfil a Stock Sale
• Can I Allocate Outbound Freight Costs to a Stock Sale?
• Can I Partially Dispatch a Stock Sale

View all 6

Clients 1

• Can I Invoice a Different Client Than Who the Work is For?