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Guided WorkGuru Implementation (Horizon 1)
Course Introduction
1.0 About the instructor
1.0B Key Resources
1.1 What to expect in this course- Horizon 1 Implementation (4:02)
Horizon 1 - Centralised Quoting, Jobs, Invoicing and Printing job sheets for your team input (only)
1.2 Understanding Job, Quote templates and data required (6:43)
1.3A Welcome Email and set up admin user (1:12)
1.3B Global Settings (3:47)
1.3C Warehouse Setup (1:05)
1.3D WorkGuru Data Import (15:28)
1.4 Document Templates 101 - Quotes, Jobs, Purchase Orders, Invoices (13:30)
1.5 Prototype it with WorkGuru functionality (1:41)
1.6 Leads 101 Introduction - create, assign, manage (11:45)
1.7 Quotes 101 Introduction - Overview and options to build out (16:03)
1.8 Winning a Quote or Lead > Project Set Up > Printing a Job Brief for your team (10:43)
1.9A Central Project Delivery - Creating and Receiving Purchase Orders for Suppliers (7:21)
1.9C Central Project Delivery - Invoicing from your job (7:00)
2.0 - Project Groups and Parent Groups end-to-end (17:13)
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1.7 Quotes 101 Introduction - Overview and options to build out
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