Welcome and thanks so much for downloading Workbug!
Let's face it, managing clients and orders as a small to medium business is challenging. On top of actually running your business, you have to keep track of whose order is due when and whether it's been delivered (I'm looking at you kaftan designers 😒). This proves even harder during peak times depending on what industry you're in.
If you're having a hard time keeping track, this app is for you! It's a dead simple app (or at least I think it is) that allows you to log your orders and view them in a chronological order so you know what's (over)due.
This document is meant to act as a user manual on how to use the app. If you have any issues or blockers, do shoot me a message on Twitter!
As with most apps, you need to create an account. This is the case for Workbug for one simple reason: I need to be able to save your clients and orders in the cloud. Without an account, your data stays on your phone which means if you ever lose your phone...kaput! I'm not selling your data, promise.
Note: there currently isn't a password reset flow on the app so make sure you don't forget your password
On signing in, you'll see the orders screen first. Right next to it is the (empty) clients screen. We'll focus on that first.
This is where all your clients will be shown. At the moment, we don't have any clients, so let's change that! Tap the green button at the top right hand corner of the screen and enter your client's first and last name. Once done, hit save and boom, you've got your first client!
Next up, the orders screen. You can think of this as the heart of the app. When you create new orders, they will be shown on this screen. By default, it is empty with 3 sections: