20 articles tagged as “jobs”:

• I want my Users to see information from previous Jobs on new Jobs

  You want the Mobile User to be able to see historic data from previous Jobs.

  Published in:  Frequently Asked Questions

• Assigning a Job

  How to assign a job in WorkPal

  Published in:  Jobs

• Create a Job from a Quote

  How to turn a Quote into a Job

  Published in:  Quotes

• Creating a Job

  How to create a Job in WorkPal

  Published in:  Jobs

• 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

• Exporting Data

  A guide on the various ways to extract data from WorkPal

  Published in:  Data Export/Import

• Follow Up Jobs

  How to set up and arrange for Jobs to be revisited

  Published in:  Advanced Workflows

• Importing Jobs

  How to batch import jobs

  Published in:  Data Export/Import

• Invoice on Job completion

  Automatically create an Invoice on Job completion

  Published in:  Invoices

• Job List Preferences

  How to use and customise the Job List

  Published in:  WP Preferences

• Job Sheets

  An explanation of Job Sheets and how to edit them

  Published in:  Jobs

• Job Templates

  How to create and use a Job template

  Published in:  Advanced Workflows

• Managing Shifts

  How to edit job and shift times for your Users

  Published in:  Frequently Asked Questions

• Priority Codes, Job Types and Job Status

  How to use Priority Codes, Job Types and Job Status

  Published in:  WP Preferences

• Salting

  Generate Salting

  Published in:  Salting

• Scheduling

  How to use the Scheduling feature

  Published in:  Scheduling

• Tasks

  How to Use Tasks on Jobs

  Published in:  Jobs

• Why aren't my Jobs syncing?

  I've assigned a Job to a User but they haven't received it on their device / My assigned Jobs are missing details, Parts, Tasks, Documents etc.

  Published in:  Frequently Asked Questions

• WorkPal Form Builder User Guide

  How-to guide for the Form Builder Feature

  Published in:  Forms