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How to refine Reports exported from WorkPal
How-to guide for the Form Builder Feature
A breakdown of the Reporting functionality in WorkPal
An explanation of how Expenses function on WorkPal
How to change the filename that appears on completed Forms
A quick guide on How to set up a repeatable field within form builder and what a "repeatable" field is
This guide will cover how to make key field types mandatory (textboxes, dropdowns, toggles and more), what the “Validate” option really means, and why this setup is a smart move for improving operational efficiency, compliance, and data quality
This guide will explain what the absence report is and what it can be used for.
This guide will explain what the consolidated invoice report is and why it can be useful.
A guide on fixing blank pages showing on pdf version of forms
This is a quick guide on how to add job forms directly to your jobs
A guide on adding home forms.
Streamlining your workflow is simple with WorkPal's auto-email feature. Whether you need to send a completed job sheet to a client or an internal checklist to staff, you can easily configure any form to be emailed instantly upon completion or manually emailed when you choose.
Form references are a highly useful feature within WorkPal, providing immediate visibility into critical form data without the need to open every document.