Assets
WorkGuru allows you to add new assets to the system via the Index page. To create a New Asset, start by selecting Assets from the WorkGuru menu locate...
Fri, 8 May, 2020 at 3:48 PM
WorkGuru allows you to edit an asset that already exists in the system. The steps required to edit an asset do not change even if the asset is currentl...
Fri, 8 May, 2020 at 4:34 PM
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. ...
Fri, 17 Jul, 2020 at 3:52 PM
Finding the history of your client's asset is is important as it allows you to view notes, completed work, materials used and future scheduled work on ...
Fri, 8 May, 2020 at 4:54 PM
Assets in WorkGuru allows you to easily raise projects for multiple assets at once via a project group. This is designed for workflows just as you need to...
Wed, 22 Jul, 2020 at 2:08 PM
You can print asset summaries by selecting the relevant asset template from the asset detail page. Instructions on how to setup an Asset Summary document te...
Tue, 29 Sep, 2020 at 12:04 PM
To delete an asset, click on the trash can icon on the assets dashboard. Note: this action is not reversible, but will not delete associated project...
Fri, 8 May, 2020 at 4:58 PM