WorkGuru Support Portal

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