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Work InProgress

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Using Work InProgress? The same articles are in the app under Help & support.

  • 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.

  • 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,…

  • 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.…

  • Modules

    Job flags, job costing & profit, commissions, the pricing calculator, quote & email templates and roof measuring are separate modules. Switch off any your company doesn’t use in Settings →…

  • 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…