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Billing worksheets [video]
Subscribe to our YouTube channel for more video content Transcript: Billing in Workamajig has a few different variables. One thing that we found consistent is a need to review a project prior ...
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Credit card connector in Workamajig [video]
Subscribe to our YouTube channel for more video content Transcript: Workamajig has a variety of ways of tracking costs that might be project related or not. Now we talked about just regular co...
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Client portals in Workamajig [video]
Subscribe to our YouTube channel for more video content Transcript: Hi there, we're gonna be talking about the client portal in Workamajig. And the client portal is a lot of times used by any ...
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Contact & company records in Workamajig [video]
Subscribe to our YouTube channel for more video content Transcript: Hi there, we're gonna talk about contact and company records in Workamajig. And so when we look at contacting company record...
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Opportunities in Workamajig [video]
Subscribe to our YouTube channel for more video content Transcript: Hi, My name's Penny and we're gonna be talking about opportunities in Workamajig today. Now opportunities are a way for us t...
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Leads in Workamajig [video]
Subscribe to our YouTube channel for more video content Transcript: Hi my name is Penny and we're gonna be talking about Leads in Workamajig. Now, leads are a place under the salesperson compo...
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Mass billing [video]
Subscribe to our YouTube channel for more video content Transcript: As you can imagine there's a variety of ways to build because there's no consistent standard in the industry for billing p...
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Estimating opportunities in Workamajig [video]
Subscribe to our YouTube channel for more video content Transcript: Opportunities, when they get to a certain point we probably need to get more detailed information over to the potential clie...
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Project estimates in Workamajig [video]
Subscribe to our YouTube channel for more video content Transcript: When we have our projects in Workamajig and we need to then get sign off from our client to move forward with those projects...
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Project schedules & resource planning in Workamajig [video]
Subscribe to our YouTube channel for more video content Transcript: When we create a project in Workamajig and copy from a template, it's gonna naturally bring in a project schedule for us to ...