- Workbooks Administration Service
- Marketing Campaigns
- Upload Library
- Mail Shots
- Using HubSpot with Workbooks
- Introduction to Reporting
- Displaying Reports
- Creating Reports
- Reporting Explained
- Emailing Scheduled Reports
- Sharing Reports
- Using Formulae
- Introduction to Reporting
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to System Administration
- Users & Security
- Email & Integration
- PDF Configuration
Book yourself onto the 'Workbooks System Administrator' Training Course, designed to teach you all the elements you need to know in order to set up and maintain your Workbooks system.
Introduction to the Administrator Service
The Workbooks Administrator Service extends our standard support offering, included as part of the Workbooks application subscription, enabling customers to use the Workbooks support team to carry out system administration tasks, which are not be covered by the standard support service.
Administration tasks may include, but are not limited to:
2. Adding Custom Fields
3. Writing Reports
4. Updating/Amending Templates
5. Writing Process Engine Scripts
6. Remote Training
Here's how it works...
In each of these cases, the Workbooks application has been designed to enable customers to perform these tasks themselves, however by subscribing to the service, our support team will carry out those administration tasks for you, in exchange for Service Administration Credits.
Whether you find the task too complex, or you simply just don't have the time to do it yourself, our support team would be more than happy to do such tasks for you,
The number of credits required to complete each task will vary depending on the complexity and detailed requirements of that specific issue, and each customer will be quoted on their individual requirements.
Workbooks customers can raise a request for a piece of work by visiting the Knowledge Base and filling out the request form.
|4 admin credits (2 hours)||£300|
|8 admin credits (0.5 days)||£500|
|16 admin credits (1 day)||£850|
|32 admin credits (2 days)||£1,700|
|48 admin credits (3 days)||£2,550|
|64 admin credits (4 days)||£3,400|
|80 admin credits (5 days)||£4,250|
Below is a guideline to the amount of credits that may be required for common tasks:
|Requirements||Credits Required (Example)|
|Add a custom field||1 credit|
|Add several custom fields||2 credits|
|Write a report||2 - 3 credits or more depending on scope|
|Update an existing PDF template||2 - 4 credits depending on scope|
|Produce a new PDF template||8 - 16 credits depending on complexity|
|Data import||10 - 20 credits or more depending on complexity|
Please note, any unused Administrator Service Credits will expire at the end of subscription term on your order, ie, they cannot be rolled forward onto a new contract.