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Billed Monthly

Workglue Set-up for Success!

Implementation Checklist

This checklist includes an overview of the main items we will cover in our initial training. We will walk through each item together and go over any questions as they arise. Once we have a basic understanding of your company workflow, we will help set up and train the appropriate users as needed.

    Website Overview with a Menu Guide:

    • Layout of all the buttons in the menu bar and basic introduction

    Customer Database integration:

    • Option for integration with Quickbooks Online for current and historical jobs
    • If Quickbooks Online is not used, we will provide an example CSV file for customer contacts

    Employee Database Construction:

    • User permissions setup and overview

    Support Menu:

    • Custom Data Examples:
      • Job Types and Stages
      • Employee Types and Role Permissions
      • Cost Coding
      • Automatic Notifications
    • Document and Email Templates
    • Checklists and Task Management

    Lead and Job Setup:

    • Features of the job list view 
    • Job Details overview
    • Document and Photo Organization
    • Job Messages and Scope Fields
    • Original Estimate Line Items
    • Materials/purchase items
    • Change Orders

    Scheduling:

    • View options – month/week, by job/by worker
    • Time Card Management
    • Time off Requests
    • Job Status Overview

    Mobile app feature review:

    • Clocking in/out
    • Job Logs
    • Messaging, Checklists, Tasks
    • Photo uploads (app and website)

    Reports Menu:

    • Job Costs and Sales

    Pricing FAQ

    What does a 14-day free trial include?

    14 days of using trying Workglue for free. That means no credit card, contract, or signature required. At the end of your 14-day free trial, simply enter your credit card information to officially activate your account and continue using Workglue. We’ll save your information so you don’t have to start over.

    What is a User?

    A “user” for billing purposes, is anyone that uses Workglue for your company. That includes anyone in the office using the website, and anyone in the field who is eligible to use the Workglue mobile app.

    Is Workglue supported during the free trial?

    Absolutely! We can help you get started. Chat online with us or give us a call. We’ll even help train your employees and users on either the app or management side. You can schedule a one-on-one training today.

    What does the monthly base fee pay for?

    Your monthly fee goes to: Unlimited customer support, All of your data storage, Account set up, A unique phone number for text messaging, and Webinars and tutorials.

    Still Have Questions?

    Don’t see your question answered? Send us an inquiry and someone will get in touch with you as soon as possible.

    801-889-1430

    Give us a call!

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    TESTIMONIALS

    “Workglue has changed the way we manage our company and brought efficiencies that we never thought were going to happen.”

    – Dan Ross — Ross Painting

    Ready To Get Started?