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Project & campaign numbering methods [in-depth guide]
This guide will explain the various methods that project numbers can be generated automatically. Guide contents: New year numbering | Project methods | Campaign methods | Resources By default, t...
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Upcoming Webinars
SubscribeGet email notifications for upcoming webinars by subscribing here. JulyCRM: Tracking New and Old Customers in Workamajig | Salesperson Role | Intermediate LevelTuesday 7/7/26 @12:30 PM ET ...
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Purchase orders overview [in-depth guide]
Guide contents: Workflow | Resources This can be located in the system by going to Menu > Purchasing > Today purchasing > Views > Purchase orders. Purchase orders can be created manually or by cl...
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Order header: Standard text [in-depth guide]
Guide contents: Navigation | Add a standard text | Example | Resources Navigation Menu > Admin/manager > System setup > Purchasing > Standard text See the Define order types [in-depth guide] on h...
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Estimates overview [in-depth guide]
Guide contents: Workflow | Resources This guide takes you through the process of creating a new estimate, adding up costs, sending for approval, and finally creating the project budget. Workflow...
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Overview: Training for In-House Teams
Welcome to Workamajig!Below is a brief review of each of the main structured training sessions for your Workamajig implementation. Each section contains additional content to help train your Staff....
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Overview: Training for Agencies
Welcome to Workamajig!Below is a brief review of each of the main structured training sessions for your Workamajig implementation. Each section contains additional content to help train your staff....
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Receipts overview [in-depth guide]
Guide contents: Add a new receipt | Details section | Edit receipt | Settings | Void a receipt | Client credit | Resources Use the Receipts screen in Workamajig to record payments from your clien...
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The Resource manager role in Workamajig [overview]
Guide contents: Navigation | Menu items | Training | Assign projects to people | Track projects & staff workload | Assignment review | Traffic calendar | Modifying schedules & assignments | Video...
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The admin/manager role in Workamajig [overview]
Navigation | Videos & Guides Navigation (Click on any feature button to learn more about that feature) Videos & Guides Videos Admin/Manager [Video] Setup guide Add new employee Related...