WorkPal Home
What are you looking for?
Get help straight from our team...
Article suggestions
How to guides
23 articles
Why aren't my Jobs syncing?
Why isn't my mobile tracking accurate?
I want my Users to see information from previous Jobs on new Jobs
Storage
Address Lookup for a Site
How to move a Site
How to upload Documents to WorkPal
WorkPal Video guides
View all articles in “How to guides”
WP Preferences
11 articles
Forms and Reports preferences Guide
Managing Your Asset Preferences
View Email Event Log
WorkPal Notes: Your Guide to Smarter Job Information
Customising Feature Labels in WorkPal
How to edit Email Templates
Your Details
Job List Preferences
View all articles in “WP Preferences”
Users
10 articles
Adding a User
Removing or Replacing a User
Recording Absences for a User
Adding a Client Portal User
Client Portals
Subcontractor Portals
Resetting Passwords
Using the same login on multiple devices
View all articles in “Users”
Invoices/Quotes and Purchase Orders
16 articles
Purchase Orders
Create a Quote
Create a Job from a Quote
FE Codes
Part Codes
Invoices
Managing Suppliers in WorkPal
Quotes on Mobile
View all articles in “Invoices/Quotes and Purchase Orders”
Mobile App
8 articles
Contactless Signatures Guide
Completing a Job on the Mobile App
The Syncer
How to install the Workpal app on your device
How to update your device and Workpal app
New Vehicle Tab
Create a Job From Mobile App
Adding/Servicing assets on the app
Accountancy Software
7 articles
Xero Integration Guide
Sage Offline Integration Guide
QuickBooks setup Guide
A Step-by-Step Guide Connecting WorkPal to Sage Business Cloud.
How to fix the quickbook ref number not showing on WorkPal
Enhancing Your QuickBooks Integration with Custom Fields
Syncing WorkPal and QuickBooks Invoice Numbers
Jobs
9 articles
Creating a Job
Assigning a Job
Priority Codes, Job Types and Job Status
Understanding Job Recurrence in WorkPal
The RCD
Understanding Job Sheets in WorkPal
Tasks
Follow Up Jobs
View all articles in “Jobs”
Clients
4 articles
Adding a Client
Adding a Group
Adding a Site
Moving a Client
Forms and Reports
4 articles
WorkPal Form Builder User Guide
Filtering Reports
Reporting
Expense Report
Scheduling
2 articles
Scheduling
Scheduling Map
Assets
3 articles
Adding an Asset to a Site
Editing an Asset
Asset scanning
Data Export/Import
6 articles
Exporting Data
Importing Data
Importing Assets
Importing Jobs
Preparing Data for Import
New Batch Export function
Salting
2 articles
Salting
Salting Guide