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Global lists: Request reject reasons [guide]
System setup This is used with project requests only. Please refer to the Project requests overview [in-depth guide] for more info. System setup Menu > Admin/manager > System setup > Global list...
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Timesheet notifications [in-depth guide]
Guide contents: Missing time | Overdue timesheets | Unsubmitted timesheet | Require minimum hours setting | Resources Missing time and missing/overdue timesheet notifications can consist of a per...
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File Transfer Process
This guide details the steps you are to follow when changing the location of storing files using the WebDAV protocol. If you are a new client and have no need to transfer files, please review the W...
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Optimize Browser Settings
Platinum | PDF | Memory | Cookies/Cache | Pop-Ups | Printing | Forbidden Characters | FilesPrior to contacting Support, please ensure the latest version of Adobe Reader has been installed correctly...
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Request for quotes overview [in-depth guide]
Guide contents: Overview | Process flow | Quote info tab | Link expiration | Resources The Workamajig "Way" is to send quotes from estimates. For more on this process, refer to the Sending RFQs f...
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Troubleshooting project requests [in-depth guide]
Below are some Q and As to help you in troubleshooting common issues with using project requests. When I create a new project from an approved request, some or none of the fields that are set to "M...
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Conversion to 64 Bit and Microsoft .Net Framework 4.5.2
Prerequisites | Conversion Instructions Workamajig is excited to announce that we have upgraded our software in order to run in 64-bit classic mode, as well as, the Framework to .Net 4.5.2. These...
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In-House Training: Tracking/Reporting
Attendees: Core Workamajig Implementation Team, Accounting Team, AP Team, AR Team In this session, you will learn about the advanced reporting capabilities of Workamajig that go beyond what you hav...
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CRM Training for Agencies (Elective Session)
Attendees: Core Workamajig Implementation Team, Sales Team, Account Managers, Project Managers During the Sales/CRM Module Training Session we will cover the following areas: Training Points The S...
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Acing The Agency with FastPay [Webinar]
FastPay partners with Workamajig to host a dynamic webinar titled "Acing The Agency." The panelists, boasting over 80 years of combined experience, discuss agency reviews, specialized agencies, da...