Schedule of Rates

1. What Are Fast Entry Codes (FE Codes)?

Fast Entry Codes are short, custom codes you assign to tasks so they can be added quickly to:

• Jobs

• Quotes

• Invoices

Typing the FE Code automatically fills in the task description, rate, and other details. This dramatically speeds up admin and ensures consistency across your SOR.

2. Why Import Your Schedule of Rates?

Importing your SOR as FE Codes or Task Codes allows you to:

• Standardise pricing and descriptions

• Reduce manual entry

• Improve quoting accuracy

• Speed up job creation and invoicing

• Ensure engineers select the correct tasks every time

WorkPal supports bulk importing of FE Codes using the Data Importer.

3. Before You Start: Download the Import Template

If you don’t have it:

1. Log into WorkPal Desktop

2. Go to WP LOGO → Data Import

3. Download the FE Codes / Tasks Import Template

This template ensures your data is formatted correctly.

4. How to Prepare Your Schedule of Rates for Import

Your spreadsheet should include the following key fields (column names may vary depending on template version):

Required Fields

• Code — The FE Code (e.g., WM01, PL-101)

• Description — The task description that auto-fills

• Group / Type — Used to categorise tasks (e.g., Waste Management, Plumbing)

• Rate / Cost — The price or labour rate associated with the task

Optional Fields

• Duration

• Additional notes

• Internal reference

• Default quantities

Tips for Clean Data

• Keep codes short and memorable

• Ensure no duplicates

• Use consistent naming for groups

• Avoid special characters unless required

5. Importing Your SOR into WorkPal

Step-by-Step

1. Go to WorkPal Desktop

2. Navigate to WP LOGO → Data Import

3. Select FE Codes / Task Codes Import

4. Upload your completed spreadsheet

5. Review the preview screen for errors

6. Confirm the import

WorkPal will validate the data and create all FE Codes in bulk.
If errors appear, correct them in your spreadsheet and re-upload.

6. Using Your Imported SOR Codes in WorkPal

Once imported, SOR Codes can be used across the system:

In Jobs

• Add tasks quickly by typing the SOR Code

• Auto-fills description and rate

• Helps engineers complete tasks consistently

In Quotes

• Build quotes faster

• Ensures pricing accuracy

• Reduces manual typing

In Invoices

• SOR Codes ensure consistent billing

• Reduces admin time

• Minimises errors

7. Best Practices for Managing Your SOR in WorkPal

• Keep your FE/Task/SOR Codes updated as pricing changes

• Use clear group names so engineers can find tasks easily

• Review your SOR annually for accuracy

• Use consistent formatting to avoid confusion

• Train your team on how FE Codes work (Desktop + Mobile)

8. Need Additional Help?

WorkPal provides support during setup, including guidance on import templates and data structure.
For ongoing help, contact:

• Email: support@workpal.app

• Phone: +44 28 90271 777