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