Connecting your WorkPal with Sage Business Cloud Accounting Software
How to add a Client in WorkPal
How to add a new group for clients.
How to add a new user to WorkPal
A guide on adding and servicing new assets on the app
How to add jobs from the WorkPal Mobile App
How to create a Job in WorkPal
How to create and use a Quote template
How to edit information stored in Asset fields
A quick guide on how to set up some custom fields within quickbooks.
A guide on fixing blank pages showing on pdf version of forms
How to set up and arrange for Jobs to be revisited
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.
A guide on adding home forms.
This is a quick guide on how to add job forms directly to your jobs
This is a brief guide on exporting invoices to Sage online.
A guide on troubleshooting some issues you may come across when using quickbooks through workpal
A quick guide on installing the app to your mobile/tablet
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
How to switch between client or site address on invoices
A quick guide on How to set up a repeatable field within form builder and what a "repeatable" field is
A guide on how to setup and use the Equipment feature
An overview on how to keep your device and the workpal app up-to-date.
How to batch import Assets
How to use and edit the Job List