Features

Turn a clear operational rule into a WorkGuru workflow using supported triggers, conditions and actions. Exact builder controls…

Use workflow notifications and updates to keep handovers moving and reduce the repeat messages the office writes all…

Pick a useful workflow pattern, change the rules that matter and get the repeat admin running sooner.

Keep useful asset information and the work around it together so the next job does not start from…

Keep drawings, photos and useful records close to the project instead of spreading the job across inboxes, phones…

Use forms to capture the checks, details and sign-offs that need to stay with the work.

Keep qualification records around your people so the information is easier to check when you are planning and…

Use AI-assisted follow-up to help keep open opportunities moving without turning customer communication into generic spam.

Keep the next customer action visible so quotes and enquiries do not sit quietly until someone remembers them.

Keep the company, contacts, quotes and jobs together so you are not starting from scratch every time they…

Keep the people you deal with attached to the client they belong to – and keep their details…

Put new opportunities somewhere visible, give them an owner, and keep track until you know whether there is…

Keep sent, open, accepted and lost quotes visible so the work after “Send” does not rely on memory.

Start with the labour, products, wording and structure you normally use – then change it for the job…

Put the hours, materials and other costs behind the price – then keep that quote connected when the…

See leads and quotes across the sales workload so the next few months are not a complete surprise.

Use GuruPay where it fits your billing workflow so the customer can move from invoice to payment with…

Keep the hours, purchases, changes and job detail together so accounts is not rebuilding the work after everyone…

Put the real hours, purchases, stock and changes against the job so the result is based on what…

Give the team a clearer trail from invoiced work to customer payment without turning the job system into…

Handle jobs that are invoiced in parts so you do not have to wait until the very end…

Look across jobs, costs and activity using the information your team is already putting into WorkGuru while the…

Track products by batch or lot so you can see which group came in, where it went and…

Handle straightforward stock sales without building a project around every part that goes over the counter.

Keep receipt order visible where stock rotation matters so older material does not sit untouched while newer stock…

Use the same product information across quoting, purchasing, stock, projects and sales instead of rebuilding it each time.

Run production work for the products you make ahead, then bring the finished quantity back into inventory when…

Track serialised products so you can look back and see which specific unit was received, sold, used or…

Keep receipts, usage, movements and adjustments current so the number on screen is useful when the job needs…

Track quantities by location so “we have five” also tells you where those five actually are.

Reduce the stock on hand and carry the material cost into the project instead of letting stocked items…

See what stock needs buying, create the order and bring the received quantity back into the stock you…

Set sensible stock levels for the items you rely on and make shortages visible while there is still…

Use stocktakes to check the physical shelf against the system and correct the differences before everyone stops trusting…

Talk about the work where the rest of the job already lives.

Drawings, photos and paperwork are a lot easier to find when they’re where you’d expect them to be.

Start with the way you normally run the job. Then change whatever you need for this one.

Break bigger jobs into tasks so the team knows what’s next and you know what’s been done.

Get everyone’s hours onto the jobs they worked on, so you know what each job is really taking…

Keep the extra work, hours and costs with the job instead of working them out at the end.

Create purchase orders that stay connected to the supplier and the job.

Tie materials, parts and outside costs back to the work that actually used them.

Send the same request to suppliers, keep the responses together and choose who you want to buy from.

Keep supplier details and purchasing information together so the next order does not start from scratch.

Compare the responses without building another spreadsheet to work out who quoted what.

Plan work around the people you actually have, not the people you wish you had.

Organise work around the places it actually gets done.

See what’s on the floor, what’s coming next, and what’s getting in the way.

Use roles and permissions to keep WorkGuru focused for each person and protect information they do not need.

WorkGuru security starts with sensible user access, permissions and clear responsibility for who can get to operational information.

Set up the people using WorkGuru so jobs, schedules, time and qualifications can point back to the right…