- Welcome Email
- Click on the login link the welcome email to login, you may be prompted to change your default password.
- Personalise your WorkGuru admin user.
- Global Settings
- Administration -> Settings You can click Save all after making changes in the tabs.
- General - Set timezone.
- General - Set timesheet type weekly for pro services, daily for kiosk and timer.
- General - Set Week Starts On to match your pay run schedule.
- Email Defaults - Setup Email Templates
- Appearance - Upload Logo/Brand. to brand your WorkGuru tenant.
- Invoice - Enter company details (used for default document template fields).
- Administration -> Document Settings
- Administration -> Settings You can click Save all after making changes in the tabs.
- Warehouse Setup (Stock -> Warehouses) NOTE: Even if you are not on the WorkGuru Plus plan or NOT planning to use WorkGuru's stock control functionality, you are still required to setup a default warehouse as non-stock and disbursement purchase orders require it to display the default delivery address.
- Primary warehouse - Update the primary warehouse listed with the correct address information.
- Add additional warehouse addresses if you track or purchase stock into more than one location if required.
- Staff Setup
- Administration -> Roles
- Administration -> User
- Accounting Integration Setup
- Connect to Xero
- Setup payments (if required)
- Suppliers
- Pricing Tiers (If required)
- Setup pricing tiers to be used for tasks and costs.
- Product Setup
- Task Setup
- Custom Fields Setup (If required) (Administration -> Custom Fields)
- Document Setup (Administration -> Document Templates)
- Edit the included default document templates. At minimum, all that is required is replacing the default logo with your own.
- WorkGuru also provides additional templates ready to use to suit specific workflows. These can be added as required
- A list of available fields you can use when customising your own documentation, including custom fields is available in the WorkGuru Merge field reference Guide.
- Clients
- Assets Setup (If required)
- Project Templates Setup
- Create a Project Template.
- Reset Test/Demo Data (Administration -> Subscription)
- Remove all the demo and your test transactional data to prepare WorkGuru for your live transactions. Note: - this will not remove any of the setup data (products/tasks/templates etc)
- Setup Your Work In Progress (WIP) Transactions. These are open/active transactions at the time of the go live date:
- Leads.
- Quotes.
- Projects.
- Stock Sales not dispatched.
- Purchase Orders not received.
- Stocktake(WorkGuru Plus Edition Only)
- Conduct a full stocktake at all your warehouse locations.
- Apply an initial Stocktake to set an initial SOH value in your accounting system. If your workflow is using stock control in WorkGuru, DO NOT SKIP THIS STEP.
- Setup Your Devices(If required)
Setting Up WorkGuru - The End to End Workflow. Print
Modified on: Mon, 12 Dec, 2022 at 9:26 AM
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