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How to guides

• 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

• 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

• 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

• 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

• 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

• 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

• 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

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

Forms and Reports

• WorkPal Form Builder User Guide
• Filtering Reports
• Reporting
• Expense Report

Scheduling

• Scheduling
• Scheduling Map

Assets

• Adding an Asset to a Site
• Editing an Asset
• Asset scanning

Data Export/Import

• Exporting Data
• Importing Data
• Importing Assets
• Importing Jobs
• Preparing Data for Import
• New Batch Export function

Salting

• Salting
• Salting Guide