How to use Work InProgress
Step-by-step help for every part of the app: jobs, roof measuring, pricing, proposals, invoices, profit, commissions, crews and settings.
Topics
- Crews and the time clock (3)
- Customers and jobs (7)
- Estimates and proposals (3)
- Getting started (4)
- Invoices and payments (3)
- Pricing and worksheets (2)
- Profit and commissions (3)
- Roof measuring (1)
- Settings (5)
- Troubleshooting (1)
Using Work InProgress? The same articles are in the app under Help & support.
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Getting started
Work InProgress runs your jobs from the first call to the final payment: customers, jobs on a board of stages, roof measuring, pricing, proposals the customer signs online, change orders,…
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Who can do what
Every login has one of three levels. You’re billed per office login and per crew or sub login.
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Search
On the dashboard, pick what you’re looking for, type, and press Search. If there’s exactly one match it opens straight away.
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Bringing customers over (Leap, Excel)
Go to Import (from Customers, or the dashboard’s setup strip).
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Job flags
Coloured labels on a job, the board and search results. Add one by hand with + Flag on the job, or let it add itself.
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Roof measuring
Open it from Roof measuring in the menu (find the job, or pick one waiting to be measured) or Measure the roof on the job.
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Price list and material lists
Every material you buy and sell: name, unit (bundle, roll, piece …), your cost, the customer price, the usual waste %, whether it rounds up to whole units, the supplier…
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Worksheets and the pricing calculator
A worksheet is the pricing spreadsheet for one job. Start one from the job (Materials → Start worksheet) or from roof measuring.
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Quote templates
Build an estimate the way you like it, with the roof area filled in.
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Invoices, payments and refunds
Everything for a job’s money is on its Financials page: what the job comes to, invoices, payments, refunds, change orders and discounts.
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Card payments (Stripe or Square)
Optional. An Admin / Manager connects the company’s own Stripe or Square account in Settings → Card payments (paste the key from Stripe or Square, and the webhook address shown).…
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Job costs, gross and net profit
Gross profit (Admin / Managers and staff): what the job sells for (before tax, after discounts) less what the quote said it would cost.
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Profit report and alerts
Profit in the menu: jobs completed in a month, quarter, half-year or year, with sales, gross and net profit, the difference and why, and totals by category. The flashing Profit…
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Commissions and sales goals
Each completed job pays its sales rep 5% of the gross profit before tax, or 7% when it’s flagged Self Generated.
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Tasks and calendar
Tasks: give anyone a task, with a job, a due date and a priority; they get an email. Tick it done from the dashboard, the job or the task list.…
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Crews, subs and scheduling
Invite crew members and subcontractors under Team & logins.
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Time clock and time sheets
Crews clock in and out on their phones (see below); the location is saved with each punch. In the office, Time sheets shows the week by person: fix times, add…
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For crews and subs (the phone app)
Open the invitation email and choose your password. Add the page to your home screen.
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Customer logins
You can invite a customer under Team & logins (level: Customer). They see only their own project. Customers don’t need a login to sign proposals, approve change orders or pay…
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Team and logins
Team & logins → Invite someone: name, email and level (Admin / Manager, Other staff, Crew member, Subcontractor or Customer). Tick Sales rep if they sell.
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Billing and paying for Work InProgress
Your subscription is $25 a month for each office login and $2 a month for each crew member or subcontractor. Customers are free. Only people who can sign in count,…
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Settings, tab by tab
Workflow stages Rename, recolour, reorder and add stages; choose which stage marks the contract and which marks completion. Kinds of work Roofing, siding, windows … used on jobs and imports.…
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Emails customers get
The proposal, invoice and change-order emails, each with the link. Change their wording in Settings → Email templates. Your team also gets emails for signed and declined proposals, approved change…
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Questions and fixes
The site won’t load at work but works at home Your workplace network or firewall may be blocking it. Try on your phone’s data; if that works, ask your IT…