CRM
A powerful CRM is vital to any business, and WorkGuru offers you the features that you need to track every part of your sales, and operations life-cycle.
Lead Management
Keep track of your sales leads, forecasts, and activities all in one place.
Read More >Quoting
Quickly generate, track and send your quotes. With your prices, and your print templates!
Read More >Client Management
There's a lot to know about your clients. Who they are, what you've done for them, and more!
Read More >Contact Management
Have multiple contacts for each client? WorkGuru makes it easy to track who's who!
Read More >Job Management
Tracking jobs is more than just having job cards - it's tracking every due date, scheduling tasks and staff members, getting the invoicing done, and much much more.
Jobs Dashboard
Track job statuses, Project Managers, Due Dates, and what's lagging straight from your dashboard.
Read More >Scheduling
Whether you're scheduling Projects with a Gantt Chart, or people into a calendar, we make it easy!
Read More >Invoicing
Invoicing is a breeze with our Quick Invoice function! Raise any kind of invoice in seconds!
Read More >Forms
Need to complete a checklist, or get customer signoff on an action! Checkout out Forms!
Read More >Variations
Variations can be tricky! WorkGuru's Project Groups feature makes variations and related works simple!
Read More >Recurring Projects
Managing maintenance contracts, or dealing with retainer work is a set-and-forget job with WorkGuru.
Read More >Cost Management
Managing the cost elements of every job is the only way to be profitable. Stay on top of every cost aspect, with timesheets, stock usage, and purchases all captured seamlessly through WorkGuru.
Timesheets
At the office, on the job site, or in the workshop, timesheets keep you on top of your costs.
Read More >Purchasing
Our powerful purchasing tools make it quick and easy to get what you need, when you need it.
Read More >Stock Usage
Allocate stock to a job in seconds, and have all the accounting done for you.
Read More >Forecast vs Actual
Track your forecast vs actuals in real time, using our integrated costing elements in WorkGuru
Read More >Stock Control
Stock control is a huge part of staying on top of your work. Knowing what you've got, where it is, how much it cost, and how much you're going to need can be a full time job without the right systems.
Stock Levels
Know what you've got, and where it is at any point in time, from any device.
Read More >Internal Production
Make sub-components of your assemblies out of materials, and put them straight into stock
Read More >Stock Takes, Adjustments, and Transfers
Count what you've got, write off broken stock, and transfer between locations with ease!
Read More >Multiple Locations
WorkGuru supports as many warehouse locations as you need!
Read More >Visibility
Tracking jobs is more than just having job cards - it's tracking every due date, status, timesheet, stock usage and purchase that goes into delivering on time, and on budget. Luckily WorkGuru has you covered.
Reporting
Get any information that you need with our simple drag and drop pivot reports!
Read More >Custom Dashboards
Custom Dashboards bring all the info that you need to your fingertips, the second you log in.
Read More >Asset History
Keep track of your sales leads, forecasts, and activities all in one place.
Read More >Business Intelligence Integrations
Need more than what we can do out of the box? Our Business Intelligence integrations can help!
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