WorkGuru Support Portal

Clients and contacts in WorkGuru are the customers you do work for on projects and stock sales.   Though not mandatory, the client is generally the company,...

You can add clients directly to WorkGuru by clicking on New Client in the Actions menu from the client dashboard. A new client has three tabs of informatio...

Client contacts allow you to track multiple people or departments at a particular client.  A client can have multiple contacts, which can be selected or add...

You can add clients and contacts directly to WorkGuru via a new transaction (Lead, Quote, Project or Stock Sale).  New Client New Client Contact This s...

You can record client specific notes in the Client Overview section of the Client Details page.   Click on the General Notes tab, enter your note and click ...

You can save client specific files in the Client Overview section of the Client Details page.  Click on the Files tab, click Select Files to choose the file...

You can update client and contact details from the clients details page. Update Client Details Update Contact Details Update Client Details On the cli...

WorkGuru allows you to import and update your client in bulk from a csv spreadsheet import template.  NOTE: The update feature is only valid for clients...

Clients in WorkGuru can only be deleted if they do not have any transaction history.  Clients with transaction history have to be made inactive. Deleting ...