Catalog
Create a new Item Catalog Item Details Sync to QuickBooks Online For accounts connected to QuickBooks Online Once you have completed the catalog items details and are ready to sync this customer to QuickBooks, select the Send to QuickBooks checkbox and then click Save. Import your Items from QuickBooks Online Once you have connected your […]
QuickBooks Integration: Accounts
QuickBooks Online integration defaults are used to make sure that every data block (ie. customers, vendors, invoices, bills, catalog, etc) has the data required by QuickBooks to sync properly. If not, this can cause errors in syncing with QuickBooks Online. In the Accounts tab you will select which expense accounts you want to sync between Werx […]
Budget
Monitoring the costs of your project is crucial to ensure its overall health. By using the “Budget” tab in your project, you can establish a budget and keep track of expenses for each item throughout the project duration. Creating Your Budget One of the first things you will want to do when creating a new […]
Bills
To ensure the profitability of your projects, it’s important to monitor job costs by keeping track of vendor bills and expenses. In short, bills are sent to you from your vendor requesting future payment for goods or services. A bill will be in the status of Pending or Past Due until payment is made. Once […]
Expenses
To ensure the profitability of your projects, it’s important to monitor job costs by keeping track of vendor bills and expenses. Expenses are purchases that have already been paid for and do not require any further action, as they are automatically recorded as paid. Create an Expense Enter Expense Items Once complete, click Save in […]
Purchase Order
A purchase order (PO) is a document issued by a buyer to a seller that outlines the details of a purchase transaction. It serves as a formal request for goods or services and typically includes information such as the item or service being purchased, quantity, price, terms of payment, delivery date, and any other relevant […]
Add/Edit Vendors
Create a new Vendor Vendor Details Vendor Settings Vendor Contacts Setting up vendor contacts will allow your users to assign individual contacts to particular projects for better communication. Sync to QuickBooks Online For accounts connected to QuickBooks Online Once you have completed the vendor details and are ready to sync this customer to QuickBooks, select […]
Time Tracking
Track your labor hours and labor costs in real time for your projects and budget with Werx Time Tracking. Logging Time in the Werx Field App Logging Time in the Web Application Edit Time You can easily edit any time entry on the Timesheet screen. Simply click on the time entry you wish to edit, […]
Change Orders
Upon receiving the link to the client COR screen, clients are given the option to either approve or decline the COR. Once they select their preference, a popup will appear for them to enter their Change Order Number, Approved Change Order Amount, Name of the person approving these changes, The change order description as they […]
Change Order Requests
Once the EWA is signed, the project manager can use the information to create a Change Order request. The manager can edit the work requested and add pricing information to it. Multiple EWAs can be combined into a single Change Order Request. This document is then sent to the client as a REQUEST to send […]