1. Choose a workspace
Construction Company is the survey delivery planner. Service Contractor organises jobs and service requests. Personal Planner uses lists and tasks.
WRKIGO HELP
Set up the workspace around the way you work.
Start with a guided template, adjust the language, then bring in your clients and projects.
2. Use the setup spreadsheet
Download the spreadsheet from Company Settings. Keep the useful defaults, replace anything that does not suit, then drag the file back into WRKIGO.
3. Build the CRM
Add clients manually or import the CRM template. When you create a project, select an existing client so their details and work stay connected.
4. Add people and access
The WRKIGO Owner approves accounts and assigns businesses. Company administrators assign projects and roles. Customers see only their own permitted requests.
5. Plan the work
Use priorities, due dates, the weekly catch up and four week look ahead. Critical requests appear automatically in the personal weekly view.
6. Connect a calendar
Create a private calendar link from Personal Settings, then subscribe from Outlook, Google Calendar or Apple Calendar.
Example: Construction
Request types might include Survey, Design Information, Site Support and Quality Record. Project stages might be Pre Planning, Mobilisation and Establishment, Delivery and Closeout.
Example: Service
Request types might include Installation, Breakdown, Repair and Maintenance. Statuses might be New, Assigned, Scheduled, In Progress and Waiting on Customer.
Example: Personal Planner
Organise daily tasks, appointments and ideas in your own lists.