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Located within the Preferences Menu This guide provides an overview of the Forms and Reports tabs found within the Preferences section of WorkPal. It explains how to view, manage, and customise each feature to suit your organisation's needs.
How to customise Asset fields and the settings relating to Assets.
A guide on how to view the email event log.
Note Types and how to Edit Note Types in the preferences tab.
How to customise the Labels on your WorkPal
How to customise the emails templates in the preferences tab.
A Guide to setting up your company details in the Preferences Menu
How to use and edit the Job List
A walkthrough of the Preferences available for Quotes and Invoices
General Settings within the Preferences menu