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Solution home
Using WorkGuru
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