Overview: Vehicles and Mobile Assets
After logging into the Workceo webpage, hover over the “Team” section in the left side column of the page. Click on the “Vehicles” option as shown below to open the list of vehicles.
In the “Vehicles” page, the list of vehicles will be displayed along with vehicle details like “Name”, “Licence Plate”, “Operator”, “Year”, “Make”, “Model” and “Status”. Further actions on the vehicle details can be performed by clicking on the “Action” button as shown below.
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Overview: Maps
After logging into the main dashboard, click on the “Map” button on the left of the page as indicated below. In the “Map” page, the location details of various “Jobs”, “Clients”, “Leads”, “Employees” and “Vehicles” can be seen on clicking on the ...
Scheduling and Manage Jobs Overview
Add Job in "Schedule Module" After logging into the WorkCeo web application, look for the “Schedules” tab on the left-hand column of the webpage. Click on the “Schedule” tab to open the schedule page showing calendar as shown below. Click on the “Add ...
Overview Expenses
Add Expenses from the Expenses Module After logging into the Workceo webpage, hover over the “Money” section in the left side column of the page. Click on the “Expenses” option as shown below to open the expense list of the clients. In order to add ...
Overview: Payments
Payments Module > Add Payment After logging into the Workceo webpage, hover over the “Money” section in the left side column of the page. Click on the “Payments” option as shown below to open the payments list of the clients. To add a new payment, ...
Overview WorkCOACH
WorkCoach Search (For Specific Questions) After logging into the Workceo webpage, select the “WorkCoach” option from the left side column of the page as shown below. In order to search for a specific question, select from any of the questions ...