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An introduction to Workstair application and workflow. Know how well you can manage your work schedules with Workstair.

Dashboard

An overview of the entire operational steps of your business at a glance. Invoice Reminders, Job and Contract Expiry Reminders and quick actions on schedules.

Inquiry

Introducing Inquiry, a feature for customers to easily request information or services, including details about pricing, availability, and more.

Quotes

Steps to create a Quote, advanced options while creating a Quote, more actions on a saved Quote. Different Quote statuses. Find a Quote with advanced search options.

Contracts

Contract basics, Create and share a Contract with your customer. More actions can be performed on a saved Contract. Different phases of a Contract.

Scheduler

A calendar view of Schedules, Schedule Plans and Reminders. Filtering calendar items. Quick and Detail views of items. Rescheduling and other actions on the work.

Activities

Introducing a powerful addition to Workstair – Activity Reminders. Now, you can create flexible reminders for various tasks. Beyond the basic reminders, you can set general reminders for any activity to help you stay organized.

Works

An overview of Jobs, Schedule plans and Schedules. Converting a Job from a Quote or Contract. Creating a Job from the scratch. Updating future schedules in just a few clicks and more.

Payments

An introduction about the payments. Invoice and payment receipt creation. Allocate received amounts to outstanding invoices and much more topics.

Reports

Introducing Reporting in Workstair! Now, users can dig deep into their business operations, gaining valuable insights. Make smarter decisions and enhance overall performance with data-driven analysis.

Clients

Clients in Workstair software are people or businesses you work with. You can add them to keep track of important information and communicate with them. You can also use the client information to send quotes, create contracts and manage jobs.

Company Setup

Settings includes creating master records for your employees, defining the services you offer, configuring taxes, and constructing a detailed profile of your company.

Settings

In workstair, Settings is an important option for customization and personalization, allowing users to tailor their experience to their specific needs and preferences. They can also be important for security and privacy, allowing users to control things like access permissions settings.

PDF Configuration

Handy and easy toolkit to format PDF output. Position contents of documents. Set fonts, border styles and colors for document title, document body and document summary tables.

Jobhead Mobile App

Mobile App to manage schedules while on the go. It provides access to assigned schedules, enables viewing of schedule details, job start/completion, and schedule status updates.

Teammate Mobile App

A Mobile App exclusively for team members to view their schedules, job sites, timing, and other relevant data. It simplifies access to work-related information for better efficiency.

Release Notes

The latest update details are included, explaining what new features or improvements have been added, any bugs that have been fixed.

What’s New !!

Explore the latest updates and exciting new features! Dive into the new enhancements designed to make your experience even better and keep you ahead of the game.

VIDEOS

Explore our comprehensive video tutorial lessons for quick and easy guidance on using Workstair.