What are you looking for?
Please use the search bar below to find an article that can help answer any questions you may have.
Forms and Reports
Forms and Reports
A collection of guides for Forms and Reports.
Articles
New Reports Now Available - Turn On in Seconds
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.
Filtering Reports
How to refine Reports exported from WorkPal
WorkPal Form Builder User Guide
How-to guide for the Form Builder Feature
Reporting
A breakdown of the Reporting functionality in WorkPal
Expense Report
An explanation of how Expenses function on WorkPal
Editing Form Filenames
How to change the filename that appears on completed Forms
How to make fields within a form "mandatory"
This guide will cover how to make key field types mandatory (textboxes, dropdowns, toggles and more), what the “Validate” option really means, and why this setup is a smart move for improving operational efficiency, compliance, and data quality
How to set up a repeatable field in form builder
A quick guide on How to set up a repeatable field within form builder and what a "repeatable" field is
What is the Absence Report?
This guide will explain what the absence report is and what it can be used for.
Fixing Blank Pages in PDFs Generated from Forms
A guide on fixing blank pages showing on pdf version of forms
What is the Consolidated Invoice Report?
This guide will explain what the consolidated invoice report is and why it can be useful.
How to add a 'Job' form to a Job.
This is a quick guide on how to add Job forms directly to your jobs
How to add 'Home' forms.
A guide on adding Home forms.
How to email/auto email a form
Streamlining your workflow is simple with WorkPal's auto-email feature. Whether you need to send a completed job sheet to a client or an internal checklist to staff, you can easily configure any form to be emailed instantly upon completion or manually emailed when you choose.
How to add Form References
Form References are a highly useful feature within WorkPal, providing immediate visibility into critical form data without the need to open every document.
What is the 'Job Value Forecast' Report
A breakdown of what this report does and how it works.
What is the 'Job Completion Overview' report
This is a quick guide on the new Job completion overview report.
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.
What is the 'Quick P&L View' Report
A breakdown on the newly release Quick P&L View report.