WorkGuru Support Portal

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?

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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

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Clients 1

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