Assets allow you to create a quote or project directly from their information.   This allows an asset to be the start of the project/invoice workflow.   

  1. Open the assets dashboard from the WorkGuru menu.  Menu -> Assets
  2. From the asset dashboard click on the Actions button next to the asset you would like to raise a quote or project.
  3. Click on New Quote or New Project to create the respective transactions.
  4. The next page will display a new quote or project page, pre-filled with the relevant information from the asset, ready to enter the rest of the data as per any new quote or project.
  5. The new quote or project will then display in the asset details page in the Future Work and Invoices tab respectively.