Complete demo

Here is a recording of a recent webinar session which will present you with a good overview of the functionalities of WorkBook. Here are a few notes to help you skip to those specific areas that you are interested in:

0:00 Basic Navigation, Access Roles and License Types

5:18 CRM + Pipeline Management

21:53 Project & Resource Management

29:11 Price Quoting

36:11 Scheduling – one individual job

45:02 Scheduling – Traffic views, Calendar views etc.

52:54 To-do list, Task list, Time Tracking, Collaboration

1:05:15 Job Expenditures analysis + Invoicing

1:14:51 Finance & Accounting overview

Was this article helpful? Useful Useless 2/5 found this article helpful.
Tagged: