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:
Log into WorkPal Desktop
Go to WP LOGO → Data Import
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
Go to WorkPal Desktop
Navigate to WP LOGO → Data Import
Select FE Codes / Task Codes Import
Upload your completed spreadsheet
Review the preview screen for errors
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)
Need a hand?
When contacting Support, please include as much detail as possible about the issue you're experiencing, along with any relevant screenshots. This will help us investigate and assist you more efficiently.
📞 028 9344 5660
📧 support@workpal.app
🌐 www.workpal.app