Features

The Features tab within the Preferences Menu is used to turn specific features within WorkPal on and off. These features include features within Jobs or in other areas on WorkPal.

Assets

Track equipment at a site, with servicing available on each visit. Assets are linked to a site and automatically appear on jobs created there.

Contacts

A shared directory of contact details for all users.

Document Library

A central hub for storing and accessing documents.

Equipment

Tools and equipment (e.g. power tools) that users bring on-site. Items can be checked out, so others know they’re in use.

Fleet

Store vehicle details and manage vehicle checkouts, just like equipment.

Forms

A quick way to capture job details. Forms can be set to appear before a job starts and after it’s completed. Vehicle Checks have a dedicated form.

Helpers

Users with limited permissions, typically apprentices or on-site assistants. Their job times are recorded under the assigning user.

Invoices

Generate invoices from completed jobs, either automatically or manually. WorkPal pulls job details to calculate totals.

Job Wizard

Create a new site and job at the same time.

Parts

Store and add parts to jobs. They’ll appear on the invoice when the job is complete.

Purchase Orders

Enable purchase order creation and supplier management. Adds cost tracking to the Part Codes section if applicable.

Quotes

Create job estimates that can be converted into jobs once approved.

Reporting

Generate reports on jobs, job times, shift times, and more.

Scheduling

A calendar to plan and adjust job schedules. Drag and drop unscheduled jobs into available slots.

Tasks

Break jobs into smaller tasks and track progress in real time

Reorganising Features

For ease of access, any Features you have enabled will be displayed at the top of the screen in the navigation bar for you to access at any time. On the "Features" tab in the Preferences menu, you have option of changing the order in which these Features are listed, so that you may bring the most commonly used to the beginning of the list. This can be done by clicking and dragging the "arrows" icon beside each Feature:

Note: When enabling/disabling or re-organising these functions, sure to click update in the top right of the screen to save any changes that you have made within the Preferences.