Article suggestions
A description on Purchase orders, how to add suppliers and how to add a Purchase order.
How to create Quotes on Desktop and Mobile
How to turn a Quote into a Job
How to use Fast Entry Codes to add Tasks to Jobs / Quotes / Invoices etc.
How to use Part Codes to add Parts to a Job / Quote / Invoice etc.
A explanation of Invoicing and its functionality
The Suppliers section in WorkPal allows you to store and manage a list of your suppliers, vendors, or service providers. These entries are essential when creating and managing Purchase Orders within the system. Having your suppliers correctly set up ensures smooth procurement processes and accurate record-keeping.
A guide to creating Quotes on Mobile Devices
How to create and use a Quote template
A breakdown of the VAT Rates work within WorkPal
A brief tutorial on how to automatically create an invoice when a job completes.
An explanation on how to manually add custom nominal codes
A brief explanation of what nominal codes are and how to utilise them on Workpal.
Explaining how we can send off a quote/Job Sheets to be signed.
A guide on updating the date you want shown on your invoices.
How to switch between client or site address on invoices