13 articles tagged as “clients”:

• Adding a Client

  How to add a Client in WorkPal

  Published in:  Clients

• Adding a Client Portal User

  Use this guide when adding a Client Portal User.

  Published in:  Users

• Adding a Group

  Manage Clients into Groups

  Published in:  Clients

• Adding a Site

  How to add a site in WorkPal

  Published in:  Clients

• Address Lookup for a Site

  How to add Map Pin to Site Address

  Published in:  Sites

• Client Portals

  Overview of Client Portal and how to add Client Portal Users

  Published in:  Client/Sub-Contractor Portal

• Creating a Job/Quote for a Client that does not exist on WorkPal

  Our recommended workflow for adding Jobs/Quotes on Mobile for Clients that have not been added to your system yet

  Published in:  Frequently Asked Questions

• Deleted Items

  How deleted items are processed and how to recover them

  Published in:  Frequently Asked Questions

• How to move a Site

  How to move Sites between Clients

  Published in:  Sites

• Importing Data

  A guide on how to Import your Data to WorkPal using our Templates

  Published in:  Data Export/Import

• Invoice on Job completion

  Automatically create an Invoice on Job completion

  Published in:  Invoices

• Moving a Client

  How to move a Client between Groups

  Published in:  Clients

• VAT Rates

  A breakdown of the VAT Rates work within WorkPal

  Published in:  Invoices