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Using Workpath
Using Workpath
Let's dive deeper. What can I do and how do I do it?
+4
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