A – C

Assets
Items or equipment owned by your customer. Assets can be linked to specific Sites and will appear on every Job scheduled at that Site. Ideal for tracking service history or associated parts.

Clients
Your customers or business accounts. A single Client may have multiple Sites (locations) associated with them.

Contacts
A list of individuals—such as site managers or customer representatives—stored within WorkPal. These contacts can be synced to users’ mobile devices for quick access.

Dashboard
A visual overview displaying key data from WorkPal, such as charts and graphs, to help users monitor performance and activity at a glance.

Desktop User
An individual who logs into WorkPal on a PC or laptop to manage jobs, scheduling, documents, and other administrative tasks.

Dialog Box
A pop-up window in the desktop version of WorkPal, often used to provide more information or additional options.

Document
A file, usually in PDF format, that contains important information such as job sheets, compliance forms, or manuals.

Documents (Section)
A dedicated area within WorkPal for storing company documents. You can choose whether each document is visible to mobile users, desktop users, or both.

E – H

Equipment
Any physical item (e.g., tools or machinery) that you want to monitor. Equipment can be checked in and out to track its usage across jobs.

Export
The process of saving WorkPal data to an external file format (such as Excel) for further use or analysis outside the system.

Fast Entry Codes (FE Codes)
A predefined list of common tasks that mobile users can quickly select when completing job information on-site.

Features
Different modules or components available in WorkPal, such as Jobs, Invoicing, Assets, and Scheduling.

Field
An input box on the screen where users enter information, such as names, notes, dates, or values.

Fleet
A list of company vehicles maintained within WorkPal. You can store details such as MOT, insurance, and service due dates.

Helpers
Team members who do not have their own WorkPal login but whose working time (e.g., shifts or job contributions) you want to record.

I – L

Import
Bringing external data into WorkPal—for example, uploading client lists or assets from a spreadsheet.

Invoices
Records of financial transactions between your company and a customer, typically generated after a job is completed.

Job Wizard
A quick tool that allows you to create a new Site and Job in one simple step—ideal for speeding up workflow.

Jobs
The core functionality of WorkPal. Jobs represent tasks or services carried out for customers and are used to record all related information.

Labels
Names or tags used within the system to identify Features or categories.

Licence
A user-specific permission to access and use WorkPal, either via mobile or desktop.

M – R

Mobile User
Someone who accesses WorkPal via a mobile device such as a phone or tablet. Typically field-based engineers or technicians.

Outbox
A feature on mobile devices where data is temporarily stored when there’s no internet connection. The data is sent to the server once connectivity is restored.

Part Codes
Custom codes assigned to parts used in Jobs, Quotes, or Invoices. These codes automatically populate the part's description, cost, and price.

Priority Codes
Predefined SLAs (Service Level Agreements) that determine the urgency and expected completion time for a Job.

Provisional Job
A Job that has been created but does not yet have a scheduled start or end time.

Purchase Orders (POs)
Documents used to request goods or services from suppliers. They help control procurement and track expenses.

Quotes
Estimated pricing for a job or service, which can be sent to a customer for approval before work begins.

RCD (Required Completion Date)
The deadline by which a Job is expected to be completed.

S – Z

Scheduling
Refers to the calendar tool used to allocate Jobs to users and plan workloads efficiently.

Shift
A period of time between when a user clocks in and clocks out, representing their working hours.

Sites
Locations where Jobs are carried out. Each Site is linked to a Client and may include assets, documents, and job history.

Storage
Refers to the server space used to store files such as photos, documents, and attachments within WorkPal.

Suppliers
Companies or individuals from whom goods and services are purchased. Suppliers can be organised into categories for easier management.

Sync
The process of updating data between a mobile device and the main WorkPal system. Syncing ensures all users have the latest information.

Users
People who use WorkPal—either as Mobile Users (on-site) or Desktop Users (office-based). User permissions and roles can be customised.

This glossary is intended to support new and existing users during training and onboarding. For more detailed information on any of these terms, refer to the relevant help article or contact the support team