Quotes
Once a client agrees to proceed with your quote, you can mark it as accepted in WorkGuru which will automatically create a project or a stock sale with info...
Thu, 15 Dec, 2022 at 10:52 AM
If a client declines to proceed with your quote, you can mark the quote as declined in WorkGuru. This archived the quote and its status To decline a q...
Thu, 15 Dec, 2022 at 11:18 AM
WorkGuru allows you to record notes against a particular quote that are available for other staff to view. To add the note, click on the Notes tab of the ...
Mon, 16 Jan, 2023 at 11:04 AM
WorkGuru allows you to upload files against a particular quote that are available for other staff to view. To add a file, click on the Files tab of the qu...
Wed, 11 Jan, 2023 at 2:37 PM
You can print and email quotes directly out of WorkGuru, or print and mark as sent if using an external email client such as Outlook or Gmail. You can prin...
Thu, 7 Dec, 2023 at 11:52 AM
Printing quote will download a copy to your device in either PDF or .DOCX format for use external to WorKGuru. You can print or email a quote in any state. ...
Tue, 20 Dec, 2022 at 4:32 PM
If your Quote can't be templated and/or requires a large number of product or task lines, you can import these products in bulk via a .csv spreadsheet. ...
Tue, 3 Jan, 2023 at 12:24 PM