Can I Template Items on a Quote?
Definitely. WorkGuru’s Project Templates can be used to template the tasks and products for quotes or projects you use a lot.  This allows you to add all th...
Thu, 15 Feb, 2024 at 2:41 PM
Does a Template Lock Me into a Certain Build/BOM
No. WorkGuru templates are a shortcut to stop you typing things out dozens of times. You can add / remove line items and update quantities as required once ...
Thu, 15 Feb, 2024 at 2:43 PM
Can I Build a Quote Based on a Metre Rate?
Yes - You can build a template where the line item (task/product) quantities are based on a per meter unit (eg to build a metre of fencing, it is x hours an...
Thu, 15 Feb, 2024 at 2:58 PM
Do You Integrate with my CAD / Take-Off Software?
Yes and No. We don’t do direct integrations - given that there are so many - but you can import your takeoffs into WorkGuru as long as your software can giv...
Thu, 15 Feb, 2024 at 3:05 PM
Can I Control how the Quote Looks to the Client?
Absolutely. Our Quote templates are Word Documents which we do field replacement on. With over 200 fields available to choose from and the editing being as ...
Thu, 15 Feb, 2024 at 3:21 PM
Can My Quotes Look Different for Different Clients?
Yes. WorkGuru supports multiple quote templates, and you can choose which template is sent or printed for the client.
Thu, 15 Feb, 2024 at 3:23 PM
Can I Show Only Certain Line Items to the client?
Yes! You have 3 options to control what the client see's on the quote: Billable/non-billable line items - By toggling the billable check box on the qu...
Thu, 15 Feb, 2024 at 4:24 PM
Can I Require a Deposit to Accept a Quote?
GuruPay (our built in payments platform) is built for exactly that. You can require a percentage deposit for a client, and when they pay it, the quote is ac...
Thu, 15 Feb, 2024 at 5:03 PM