Using Workpath

Let's dive deeper. What can I do and how do I do it?

17 articles in this collection
Written by Jeremy Remington, Hunter Byrnes, Elliott Pogue and 4 others

GPS Tracking

How Workpath's GPS tracking feature works for your customers.

Written by Hunter Byrnes
Updated over a week ago

Customize Your Service Request Form

How to customize your shareable Service Request Form

Written by Mitchell
Updated over a week ago

Track Mileage and Route

How to track your Mobile User’s mileage and route to an appointment.

Written by Hunter Byrnes
Updated over a week ago

Real-Time Appointment Statuses

How to interpret the statuses on the Dashboard.

Written by Baylee M Mabe
Updated over a week ago

Check User Invite Status

How to check the status of an invite you sent to a User.

Written by Baylee M Mabe
Updated over a week ago

Create a Shift

How to create and order a new Shift in our platform.

Written by Hunter Byrnes
Updated over a week ago

Automated Patient Notifications

How and when the automated patient notifications are sent for appointments.

Written by Eddie Peloke
Updated over a week ago

Setting a User's Communication Preferences

How to set and/or adjust an Office User's Communication Preferences.

Written by Jeremy Remington
Updated over a week ago

Setting a User's Permissions

How to set Office User Permissions to determine the allowed capabilities of your team members on the platform.

Written by Jeremy Remington
Updated over a week ago

Mobile Users Vs. Office Users

What's the difference between Mobile Users and Office Users.

Written by Luke Atwood
Updated over a week ago

Tools & how-to's

Create an Appointment

How to create appointments and send them to your vendors or your team of Mobile Users.

Written by Jeremy Remington
Updated over a week ago

Using the Service Request Form

How to use the Service Request Form.

Written by Baylee M Mabe
Updated over a week ago

Using Tags to Manage Your Workforce

How to use Tags to organize your work opportunities and Mobile Users.

Written by Hunter Byrnes
Updated over a week ago

Accessing your Finance Report

How to access your organization’s previous work assignments for billing or audit purposes.

Written by Luke Atwood
Updated over a week ago

Updating your Billing Information

How to manage your organization’s billing information.

Written by Luke Atwood
Updated over a week ago

Curating your network

Managing your Labor Providers

Have Labor Providers on the platform? Here's how to add, remove, or manage them.

Written by Elliott Pogue
Updated over a week ago

Managing your Company Partners

Have Partners on the platform? Here's how to add, remove, or manage them.

Written by Luke Atwood
Updated over a week ago