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Forms and Reports
Gain deeper visibility into your jobs, performance, and profitability with our latest reporting upgrades in WorkPal. These new reports are already in your system - you just need to activate them.
🚀 We’ve just added some powerful new reports to help you get even more insight from WorkPal.
To enable them:
Click the WorkPal logo (top right)
Go to Preferences
Select Reports
Scroll to the bottom - you’ll see the new reports greyed out
Hit Edit beside each one and click Restore
✨ Available New Reports:
⚡ Turn them on in seconds and start making smarter, faster decisions with your data.
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What is the 'Job Value Forecast' Report
A breakdown of what this report does and how it works.
What is the 'Overview Job Report'
The Overview Job Report gives you a complete, easy-to-understand snapshot of your jobs over a selected period.
