25 articles tagged as “User Guides”:

• A Step-by-Step Guide Connecting WorkPal to Sage Business Cloud.

  Connecting your WorkPal with Sage Business Cloud Accounting Software

  Published in:  Accountancy Software

• Adding a Client

  How to add a Client in WorkPal

  Published in:  Clients

• Adding a Group

  How to add a new group for clients.

  Published in:  Clients

• Adding a User

  How to add a new user to WorkPal

  Published in:  Users

• Adding/Servicing assets on the app

  A guide on adding and servicing new assets on the app

  Published in:  Mobile App

• Create a Job From Mobile App

  How to add jobs from the WorkPal Mobile App

  Published in:  Mobile App

• Creating a Job

  How to create a Job in WorkPal

  Published in:  Jobs

• Creating a Quote Template for Routine Jobs

  How to create and use a Quote template

  Published in:  Invoices/Quotes and Purchase Orders

• Editing an Asset

  How to edit information stored in Asset fields

  Published in:  Assets

• Enhancing Your QuickBooks Integration with Custom Fields

  A quick guide on how to set up some custom fields within quickbooks.

  Published in:  Accountancy Software

• Fixing Blank Pages in PDFs Generated from Forms

  A guide on fixing blank pages showing on pdf version of forms

  Published in:  How to guides

• Follow Up Jobs

  How to set up and arrange for Jobs to be revisited

  Published in:  Jobs

• Forms and Reports preferences Guide

  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.

  Published in:  WP Preferences

• How to fix the quickbook ref number not showing on WorkPal

  A guide on troubleshooting some issues you may come across when using quickbooks through workpal

  Published in:  Accountancy Software

• How to install the Workpal app on your device

  A quick guide on installing the app to your mobile/tablet

  Published in:  Mobile App

• How to make fields within a form "mandatory"

  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.

  Published in:  How to guides

• How to set the Invoice to use Site Details instead of Client Details

  How to switch between client or site address on invoices

  Published in:  Invoices/Quotes and Purchase Orders

• How to set up a repeatable field in form builder

  A quick guide on How to set up a repeatable field within form builder and what a "repeatable" field is.

  Published in:  How to guides

• How to setup and use the Equipment feature

  A guide on how to setup and use the Equipment feature

  Published in:  How to guides

• How to update your device and Workpal app

  An overview on how to keep your device and the workpal app up-to-date.

  Published in:  Mobile App

• Importing Assets

  How to batch import Assets

  Published in:  Data Export/Import

• Job List Preferences

  How to use and edit the Job List

  Published in:  WP Preferences

• Moving a Client

  How to move a Client between Groups

  Published in:  Clients

• New Batch Export function

  A how to guide for the batch export function

  Published in:  Data Export/Import

• New Vehicle Tab

  A description of the vehicle feature on the mobile app and how to add a vehicle check.

  Published in:  Mobile App