Frequently Asked Questions


Job Management
Job Management multi-featured job management solution for team collaboration
Job Workflow (KanBan) streamline your business with job workflow
Job-specific Tasks view all tasks for your jobs at a glance
Job Invoicing create accurate, professional looking invoices
Job Quoting accurately quote all of your jobs
Job Time Tracking easy and intuitive time tracking that's exportable for payroll, billing or job costing
Job Dispatch send job details to your teammates whether they're at their desk or in the field
Work Email History view all email sent and received through Work
Job Orders professional looking job order documents for customer "sign off"
Customer Details store all of your customers' details, including location specific contacts
Job Costing forecast and maintain job costs to gain immediate visibility on how you did on a job
Job File Storage integrated file manager
Quickbooks Online Integration import and export QBO customers to / from Work and display transactions in Work
Job Photos store job specific photos of completed jobs and surveys
Job Notes keep job specific notes
Job User Management assign users to specific customers and / or jobs
Job Data Import import customers, locations and jobs from spreadsheet templates
Job Data API Synchronization automatically synchronize customers, locations and jobs via API
General
Dashboard view a snapshot of recent job activity and current events
Quotes and Invoices Work's intuitive Item Manager allows you to setup and send Invoices and Quotes with ease
Calendar custom team / resource calendars eliminate scheduling headaches
Customers store all of your customers' details for your team members
Vendors add your vendors to Work so you know who to contact when you need specific goods/services
Mobile Friendly Interface access job details, calendar of events and easily upload job files and photos from your phone
Reporting powerful reporting interface to export your data
Phone/Email Support 8/5 live telephone and email support
Popup Messaging disable popup messaging that's not related to your account
Communication Preferences opt out of surveys and marketing email
5 Users each additional user is $5/month
File Storage 100GB can purchase additional storage
Email
Group Email send email, in confidence, to multiple vendors with one click
Work Form Email use Work's powerful email forms to keep a copy of all communication from within Work
Email Templates create custom email templates with custom fields
Mailto Email send email from your local email client (ex Outlook, Gmail)
The Work subscription is $45 per month for up to five (5) users. Each additional user is $5 per month. Highlights of Work include:

  • Simple and effective customer and job management
  • Dashboard snapshot of recent job activity as well as current week's events
  • Shared calendar to eliminate scheduling headaches
  • Integrated file manager to store job files where all users can find them
  • Access job details, calendar and easily upload files & photos from your phone
  • Quote Management
  • Up to five (5) users (each additional user is $5 per month)
  • View all email sent and received through Work
  • Integrate with QuickBooks Online
  • Create and use email templates for simple and consistent emailing
  • Free trial

1 User activity is subject to the Terms of Use.

Yes, you can import your existing data or we can even help to import it for you. We have sample spreadsheets in the user guides linked below but feel free to provide what you have. We can most likely work the data for you to import it into your account.

Yes, we'd be happy to schedule a quick demo to show you around. Simply reach out to VCGSupport@VCGCorporate.com and we'll get something scheduled. We also have some "How-To" videos on our YouTube Channel.
Yes, we offer free trials (that don't require a credit card!). Simply reach out to VCGSales@VCGCorporate.com and we'll look into if you're eligible for a free trial.
Yes, Work can be integrated with your QuickBooks Online account. Connecting your QuickBooks Online and Work accounts will allow you to import QuickBooks Online customers into Work as new customers, display transactions in Work for QuickBooks Online customers and export Work customers into QuickBooks Online as new customers. Click here to learn how to connect your Quickbooks.
You can export an Excel spreadsheet of most anything you dream of. A detailed list of your time tracked, customers, locations and jobs! Click here to learn more about how to manage your reports.
When logged into Work, click on the Help icon (?), then select Feature Request from the dropdown. We love building stuff (boring software code to most people), so let us know what you're thinking!
YES and it's free. Totally Free Support.
Yes. Very secure. All of the data is stored on secure servers with SHA-2 and 2048-bit encryption, the same encryption financial institutions use.
As a security measure, your Work session will automatically timeout after 120 minutes of inactivity. This security feature is intended to prevent another individual from accessing your personal Work account while your computer is unattended. If you have timed-out of your session, you will be prompted to login again with your email and password.

Please note that it's always considered best practice to log out of Work (and any other login protected service) anytime you expect to be away from your the application for any significant period of time.