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WP Preferences
WP Preferences
A collection of guides about the preferences within WorkPal
Articles
Managing Your Asset Preferences
How to customise Asset fields and the settings relating to Assets.
View Email Event Log
A guide on how to view the email event log.
WorkPal Notes: Your Guide to Smarter Job Information
Note Types and how to Edit Note Types in the preferences tab.
Customising Feature Labels in WorkPal
How to customise the Labels on your WorkPal
How to edit Email Templates
How to customise the emails templates in the preferences tab.
Job List Preferences
How to use and edit the Job List
Quotes/Invoices Preferences
A walkthrough of the Preferences available for Quotes and Invoices
General Settings
General Settings within the Preferences menu
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.