WorkGuru Support Portal

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 13

• Quote Overview
• Managing Quotes
• Adding a Quote
• Adding Notes to Quotes
• Adding Files to Quotes

View all 13

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 19

• Projects Overview
• Managing Projects
• Tracking Realtime Project Profit and Progress.
• Creating a Project in WorkGuru
• Bulk Add Tasks and Products to Projects

View all 19

Recurring Projects 4

• 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 20

• Invoicing Overview
• Managing Invoices
• Project Invoices
• Stock Sale Invoices
• Project Group Invoicing

View all 20

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 13

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

View all 13

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

Reporting 4

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