WP Preferences

Features

Features within the Preferences menu

Priority Codes, Job Types and Job Status

How to use Priority Codes, Job Types and Job Status

Assets Preferences

How to customise Asset fields and the settings relating to Assets.

Storage

How WorkPal Storage works and methods for reducing storage usage

View Email Event Log

Note Types

Note Types and how to Edit Note Types

Custom Feature Labels

How to customise the Labels on your WorkPal

Email Templates

How to customise the emails that WorkPal sends.

Your Details

A Guide to setting up your company details in the Preferences Menu

Job List Preferences

How to use and customise the Job List

Quotes/Invoices Preferences

A walkthrough of the Preferences available for Quotes and Invoices

Purchase Orders Preferences

A walkthrough of the Preferences available for Purchase Orders

General Settings

General Settings within the Preferences menu