Workpath Web Platform

Let's dive deeper into the web platform. What can I do and how do I do it?

Elliott Pogue avatar Baylee avatar Eddie Peloke avatar +4
31 articles in this collection
Written by Elliott Pogue, Baylee, Eddie Peloke and 4 others

How do I use the Reports tab?

The Reports tab allows you to view company statistics over a pre-set period of time.
Hunter avatar
Written by Hunter
Updated over a week ago

What do Appointment Alerts mean?

This article helps you to understand what the alerts mean that show up when scheduling an appointment.
Hunter avatar
Written by Hunter
Updated over a week ago

How do I use the Hours Tracking Report?

This article walks you through how to access and use the Hours Tracking Report tab.
Mitchell avatar
Written by Mitchell
Updated over a week ago

How do I Navigate the Availability Timeline?

How to use the availability timeline and track what days your employees are scheduled to work.
Elliott Pogue avatar
Written by Elliott Pogue
Updated over a week ago

How do I Update the Company Profile?

How to complete and/or edit your Company Profile.
Luke Atwood avatar
Written by Luke Atwood
Updated over a week ago

How do I Create a Service?

How to upload the Services your team can perform so you can add them to new appointment orders.
Hunter avatar
Written by Hunter
Updated over a week ago

How do I Navigate My Dashboard?

How to understand your Dashboard – the central hub of your platform.
Hunter avatar
Written by Hunter
Updated over a week ago

How do I Create an Appointment?

How to create appointments and send them to your Partners or your team of Mobile Users.
Jeremy Remington avatar
Written by Jeremy Remington
Updated over a week ago

How do I Create a Shift?

How to create and order a new Shift in our platform.
Hunter avatar
Written by Hunter
Updated over a week ago

What do the Real-Time Appointment Statuses Mean?

How to interpret the statuses on the Dashboard.
Baylee avatar
Written by Baylee
Updated over a week ago

How do I Use Tags to Manage My Workforce?

How to use Tags to organize your work opportunities and Mobile Users.
Hunter avatar
Written by Hunter
Updated over a week ago

How do I Track a Mobile User's Mileage and Route?

How to track your Mobile User’s mileage and route to an appointment.
Hunter avatar
Written by Hunter
Updated over a week ago

How do I Customize My Service Request Form?

How to customize your shareable Service Request Form
Mitchell avatar
Written by Mitchell
Updated over a week ago

How do I use the Service Request Form?

How to customize and use the Service Request Form.
Baylee avatar
Written by Baylee
Updated over a week ago

How do I Access the Finance Report?

How to access your organization’s previous work assignments for billing or audit purposes.
Luke Atwood avatar
Written by Luke Atwood
Updated over a week ago

How do I Update My Billing Information?

How to manage your organization’s billing information.
Luke Atwood avatar
Written by Luke Atwood
Updated over a week ago

Forgot Password - Web App

How to reset your Workpath user account password.
Jeremy Remington avatar
Written by Jeremy Remington
Updated this week