Getting Started
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 ...
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 ...
How do I view history of attachments and media?
Messages>Team Member After logging into the Workceo webpage, hover over the “Team” section in the left side column of the page. Click on the “Messages” option as shown below to send a message to an employee. Click on the required client name from the ...
Changing Message Work Status
Change Status in “My Info” tab After logging into the Workceo webpage, hover over the “Team” section in the left side column of the page. Click on the “Messages” option as shown below to send message to an employee. Click on the “My Info” tab on the ...
Sending Attachments in Messages
Messages>Attach Paperclip Icon After logging into the Workceo webpage, hover over the “Team” section in the left side column of the page. Click on the “Messages” option as shown below to send a message to an employee. Click on the required client ...
Overview: Messages and Employee Chat
Start Conversation from Messages Section After logging into the Workceo webpage, hover over the “Team” section in the left side column of the page. Click on the “Messages” option as shown below to send message to an employee. Click on the required ...
Overview: Support Tickets and Issue Maintenance
In the main dashboard, click on the “+” button on the top right corner page as shown. Click on the “Add Ticket” button. In the “Tickets” page, enter the ticket details like “Requester Name”, “Type” ,”Priority”, “Subject” and “Description” of 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” ...
Viewing Jobs Linked to Vehicle
View the Jobs Tab in Vehicle Details Section 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 order to view the ...
Adding Documents to Vehicle Account
View Vehicle Details>Documents Tab 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 ...
Adding Images to Vehicle Account
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 order to add an image to the vehicle account, hover over the ...
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 ...
Creating a Custom Offline Payment Method
Settings > Payment Credentials > Offline Payment Method In the main dashboard page, click on the profile picture on the top right most edge of the page. In the dropdown, click on “Settings”. In the “Settings” page, click on the “Payment Credentials” ...
Adding Offline Payments
Add Offline Payments from the Payments Module 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 ...
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, ...
Uploading Receipts for Expenses
Add/Edit Expenses >Choose File Hover over the “Money” tab on the left hand side of the main dashboard page. Click on the “Expenses” button in the dropdown. In the “Expenses” page, click on the “Edit” button in the “Action” menu of the listed expense. ...
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-Job Estimates and Quotes
Hover on the “Jobs” tab on the left corner of the page. Click on “Estimates” button. In the “Estimates” page, click on “Create Estimate” button on the right top corner of the page. In the “Create Estimate” page, enter the “Estimate Number”, “Valid ...
How to Add a New Task
After logging into the main “Dashboard” page, hover on “Jobs” on the left hand side of the page. In the dropdown, click on “Tasks”. In the “Tasks” page, click on “Add New Task” button on the right top corner of the page as shown below. In the “New ...
Dispatcher and Admin Walkthrough (Managers)
Dispatcher goals for Field Service Management * Data not found* Tracking Employees After logging into the WorkCeo web application, look for the “Team” tab on the left hand column of the webpage. Hover over the “Team” tab to reveal further links. ...
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 ...
Adding Products, Services and Price List
Adding Products from Settings Go to “Settings”, by hovering over the profile icon on the top far right corner of the dashboard web page. In the “Settings” page, scroll down to the bottom of the page to find “Products” at the left bottom of the page ...
Adding Employees and Departments
Adding Employees from the Team>Employees Module After logging into the WorkCeo web application, look for the “Team” tab on the left hand column of the webpage. Hover over the “Team” tab to reveal further links. Click on “Employees” as shown below. ...
TEMPLATE
Add Clients in Client Module After logging into the WorkCeo web application, look for the “Clients” tab on the left hand column of the webpage. Hover over the “Clients” tab to reveal further links. Click on “All Clients” to reveal the list of all the ...