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 available in the “WORKCOACH” page as shown below. 

WorkCoarch Categories (For Broad Topic Introductions)

In order to search for a broad topic introduction, either, enter the question in the search bar on the right side of the web page as shown below or choose from the available “Categories” on the right side of the page and click on “Filter Results” to get questions related to that particular category.

• Related Articles

• 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: 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 ...

• Overview: Employee Attendance

  Attendance Summary After logging into the Workceo webpage, hover over the “Team” section in the left side column of the page. Click on the “Attendance” option as shown below to open the attendance list of employees. This will open the “Attendance” ...

• 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 ...