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Guides, step-by-step scenarios and answers for every part of Ergothiki.

Guides 81 articles · how each screen works Scenarios One job from start to finish Questions Short answers, each with its guide

Scenarios

How does a project go from start to finish? 8 steps ~25 minutes The office's first day 6 steps ~30 minutes How does an offer become a project? 4 steps ~20 minutes How do I make a new project from a template? 3 steps ~15 minutes How do I close a project? 3 steps ~15 minutes How do I organise a day of field work? 4 steps ~20 minutes How do I work with another office on Ergothiki? 3 steps ~15 minutes Who does what, and when? 3 steps ~20 minutes How do I record my time and request leave? 3 steps ~10 minutes How do I give someone a role and its permissions? 3 steps ~10 minutes How do I switch on two-step verification? 2 steps ~10 minutes How do I record fees and payments received? 3 steps ~15 minutes How do I show a customer files through the portal? 4 steps ~15 minutes How do I set up the office's website and publish a project on it? 4 steps ~25 minutes How do I send a file with a link that expires? 2 steps ~5 minutes How do I hold a video call with a project's customer? 3 steps ~10 minutes How do I restore what was deleted, and export the data? 3 steps ~10 minutes How do I change plan and seats? 3 steps ~10 minutes How do I try Ergothiki with a ready-made example? 3 steps ~15 minutes What do I do as a Visitor in another office's work? 2 steps ~5 minutes How do I write a post with AI's help? 3 steps ~10 minutes How do I record a meeting and turn its minutes into tasks? 5 steps ~15 minutes

Website (ErgoWeb) the office's website

What photographs does your website need? Which images, at which sizes, and why your own photograph is worth more than any ready-made one. ~3 min read What does a website reset erase, and how do I undo it? What resetting the website erases, what stays, and how to restore the copy. ~1 min read How do I set up the office's website? How ErgoWeb builds pages, a menu and first posts from the office's details, and how you carry on from there. ~10 min read How is my website doing? The website score, the eight checks behind it, what the AI fixes and the weekly suggestions. ~3 min read What does «My designs» keep? Your website's designs — what the AI makes and the copies — what each button does, how they are kept and the live website's history. ~3 min read What is a free section? A part of a page the AI designs: how you make it, what is allowed, what is never allowed and what happens when something does not pass. ~2 min read

Questions All questions →

A customer cannot see a file in the portal. What is wrong?Projects & work items

The portal shows only the files you have marked «Visible in the portal». Internal files, such as a costing, cannot be marked.

The whole guide →
How do I give a customer access to the portal?Projects & work items

With an invitation from their card (an email address is needed). The customer signs in with a code sent by email or with Google/Microsoft — no password.

The whole guide →
How do I change a user's role?Team & security

In Team › Members & roles, by whoever manages the team's members; what each role allows, in Team › Team settings › Roles & permissions.

The whole guide →
Why can a colleague not see prices?Team & security

Amounts — prices, payments, finances — are seen only by whoever has the permission to see amounts. The «Technical staff» role does not have it by default; whoever manages the members can change that in the roles.

The whole guide →
What is the difference between the «Agreed fee» and the «Invoiced amount»?Fees & VAT

The agreed fee is what you agreed; the payment status follows from it. The «Invoiced amount» is the amount on the invoice you issue yourself, VAT included — Ergothiki does not issue invoices, it only records them.

The whole guide →