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WorkPal Updates
Configure your Job Sheet EVEN MORE THAN BEFORE...
WorkPal App 5.1 Update: A cleaner look for your Jobs screen
We’ve made a small update to the way items are viewed on a job in WorkPal.
An Introduction to the Form Builder with Ian
Join Ian Megahey, Sales Director at WorkPal, as he shows you how to unlock the power of the Form Builder. In this step-by-step guide, Ian walks you through where to find the Form Builder within your WorkPal Preferences and how to start creating fully customised forms, checklists, and certificates tailored to your business needs. From building your first template to structuring professional, branded documentation, this video will give you the confidence to get started and make the most of your WorkPal system.
Enable Nominal Codes on WorkPal
Activate and manage nominal codes for quotes and invoices with Andy Giles.
Schedule of Rates
A Schedule of Rates (SOR) is a structured document listing predefined unit prices for labour, materials, and equipment, used to standardise cost estimation and manage construction projects efficiently. This guide walks you through how to prepare, format, and import your Schedule of Rates (SOR) into WorkPal so they can be used as Fast Entry Codes (FE Codes) or Task Codes across Jobs, Quotes, and Invoices.
Collections
How to guides
A collection of how to guides answering the most common questions within WorkPal
Video guides
A collection of step by step video tutorials to help boost your WorkPal knowledge!
Jobs
How to schedule and assign jobs in WorkPal
Users
A collection of guides about users within WorkPal
WP Preferences
A collection of guides about the preferences within WorkPal
Invoices/Quotes and Purchase Orders
A collection of guides on Invoices/Quotes and Purchase Orders
Accountancy Software
A collection of guides on the different Accounting software with WorkPal
Mobile App
A collection of guides for using the app
Clients/Sites
How to manage your clients and sites
Forms and Reports
A collection of guides for Forms and Reports.
Assets
A collection of guides about Assets.
Data Export/Import
A collection of guides on how to import and export data with WorkPal
Stock Management
Manage your warehouse and van stock with WorkPal
Dashboards
A collection of guides for using dashboards with WorkPal.
Historic Updates
Find Updates to the WorkPal App here.