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Featured articles

• Creating a Job

Client/Sub-Contractor Portal

• Client Portals
• Subcontractor Portals

Users

• Adding a User
• Removing or Replacing a User
• Recording Absences for a User
• Adding a Client Portal User
• Resetting Passwords

Mobile Application

• Installing the WorkPal App on your iOS device
• Installing the WorkPal App on your Android device
• Completing a Job on the Mobile App

Clients

• Adding a Client
• Adding a Group
• Adding a Site
• Moving a Client

Purchase Orders

• Purchase Orders
• Suppliers

Sites

• Address Lookup for a Site
• How to move a Site

Contacts

• Contacts

Quotes

• Create a Quote
• Create a Job from a Quote
• Part Codes
• Quotes on Mobile

Fleet & Equipment

• Equipment
• Fleet

Jobs

• Creating a Job
• Assigning a Job
• Helpers
• FE Codes
• Job Sheets
• Tasks

Reports

• Filtering Reports
• Reporting
• Expense Report

Scheduling

• Scheduling
• Scheduling Map

Assets

• Adding an Asset to a Site
• Editing an Asset
• Servicing Assets
• Barcode Scanning

Invoices

• Invoice on Job completion
• Invoices
• Quote / Invoice Sign-Off
• VAT Rates
• Nominal Codes

WP Preferences

• Features
• Priority Codes, Job Types and Job Status
• Assets Preferences
• Storage
• View Email Event Log
• Note Types
• Custom Feature Labels
• Email Templates
• View all articles in “WP Preferences”

Data Export/Import

• Exporting Data
• Importing Data
• Importing Assets
• Importing Jobs
• Preparing Data for Import
• Batch Downloads

Documents

• Adding a Document

Accountancy Software

• Xero Integration Guide
• Sage Offline Integration Guide
• QuickBooks Integration Guide
• Sage Business Cloud Integration Guide

Salting

• Salting
• Salting Guide

Frequently Asked Questions

• How does job recurrence work?
• Why aren't my Jobs syncing?
• Why isn't my mobile tracking accurate?
• The RCD
• I want my Users to see information from previous Jobs on new Jobs
• WorkPal Video guides
• The Syncer
• I cannot access the WorkPal site on Desktop
• View all articles in “Frequently Asked Questions”

Forms

• WorkPal Form Builder User Guide
• Creating a Custom Filename for each Form
• Editing Form Filenames

Advanced Workflows

• Follow Up Jobs
• Job Templates
• Quote Templates