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Workelect Help Centre
Step-by-step guides for the whole Workelect workflow.
Use this page as your central hub for onboarding, internal training, and direct links to every Workelect help article.
Start here
Start with the workflow guide, or jump straight to the page you need.
Core workflow
Start with the quote to job to invoice guide.
This is the best first guide for anyone learning how the main Workelect lifecycle fits together.
18 Apr 2026 - 3 min read
How Quotes, Jobs, and Invoices Work in Workelect
Follow the full workflow from quote creation and customer approval to job delivery, invoicing, payments, and accounting sync.
What this guide covers
- How quotes move through approval.
- How accepted work becomes a live job.
- Where bookings, forms, stock, and timesheets fit.
- How invoicing, payments, credits, and sync work.
All guides
Browse every Workelect help guide.
Open any guide below for a step-by-step walkthrough of that part of Workelect.
18 Apr 2026 - 2 min read
How to Use the Quotes Page in Workelect
Create new quotes, use templates, manage statuses, collect customer approval, take payments, and convert accepted work into jobs.
Read guide ->18 Apr 2026 - 2 min read
How to Use the Jobs Page in Workelect
Run active work from one screen by updating job details, bookings, forms, expenses, stock, payments, and completion steps.
Read guide ->18 Apr 2026 - 2 min read
How to Use the Invoices Page in Workelect
Manage invoice records, accounting sync, outstanding balances, payments, credits, refunds, and corrections from one place.
Read guide ->18 Apr 2026 - 1 min read
How to Use the Dashboard in Workelect
Review live KPIs, warnings, and the jobs map from one place at the start of the day. Includes clear steps, key actions, and practical next steps in.
Read guide ->18 Apr 2026 - 1 min read
How to Use the Schedule Page in Workelect
Create jobs on the calendar, edit existing bookings, and review work on the map for better planning. Includes clear steps, key actions, and practical next.
Read guide ->18 Apr 2026 - 1 min read
How to Use the Contacts Page in Workelect
Build and maintain the customer, supplier, and account records that the rest of the system depends on. Includes clear steps, key actions, and practical.
Read guide ->18 Apr 2026 - 1 min read
How to Use the Purchase Orders Page in Workelect
Manage supplier orders, book in deliveries, cancel lines, and keep stock and accounting records aligned. Includes clear steps, key actions, and practical.
Read guide ->18 Apr 2026 - 1 min read
How to Use the Purchase Order Returns Page in Workelect
Track pending supplier return confirmations, record delivery references, and keep a clean audit trail of completed returns.
Read guide ->18 Apr 2026 - 1 min read
How to Use the Products Page in Workelect
Maintain your catalogue, default pricing, supplier links, stock details, and bulk product uploads in one place.
Read guide ->18 Apr 2026 - 1 min read
How to Use the Warehouses Page in Workelect
Manage warehouse inventory, locations, replenishment buying, stock adjustments, stocktakes, and job fulfilment.
Read guide ->18 Apr 2026 - 1 min read
How to Use the Vehicles Page in Workelect
Control field stock, vehicle locations, replenishment orders, manual adjustments, stocktakes, and job fulfilment from mobile inventory.
Read guide ->18 Apr 2026 - 1 min read
How to Use the Assets Page in Workelect
Track equipment records, asset suppliers, asset users, and supporting files so ownership and responsibility stay clear.
Read guide ->18 Apr 2026 - 1 min read
How to Use the Contracts Page in Workelect
Create or update customer agreements and keep related jobs, invoices, notes, and documents connected to the right contract.
Read guide ->18 Apr 2026 - 1 min read
How to Use the Servicing Reminders Page in Workelect
Track service due dates for products used on jobs and keep future follow-up work visible before it is missed. Includes clear steps, key actions, and.
Read guide ->18 Apr 2026 - 1 min read
How to Use the Timesheets Page in Workelect
Review time logged against work, search by date, and export timesheet records for payroll, costing, or audit needs.
Read guide ->18 Apr 2026 - 1 min read
How to Use the Expenses Page in Workelect
Review expense records, search by date, and export the cost data that feeds job profitability and business reporting.
Read guide ->18 Apr 2026 - 1 min read
How to Use the Reports Page in Workelect
Filter business data by date, job, user, or customer and export financial, job, productivity, and timesheet reports.
Read guide ->18 Apr 2026 - 1 min read
How to Use the To Do List Page in Workelect
Track tasks, deadlines, priorities, status, and color-coded flags so operational follow-up work does not get lost.
Read guide ->18 Apr 2026 - 1 min read
How to Use the Settings Page in Workelect
Manage users, subscriptions, business settings, workflow settings, financial setup, and integrations from one admin area.
Read guide ->18 Apr 2026 - 1 min read
How to Use the Support Page in Workelect
Create support tickets, check ticket status, and follow replies from the support team without leaving the system.
Read guide ->18 Apr 2026 - 1 min read
How to Use the Form Builder Page in Workelect
Create and edit custom forms that can later be attached to jobs and completed by field teams. Includes clear steps, key actions, and practical next steps.
Read guide ->18 Apr 2026 - 1 min read
How to Use the Outbound Email Records Page in Workelect
Audit sent and failed system emails, review delivery status, and retry queued or failed items when needed. Includes clear steps, key actions, and.
Read guide ->18 Apr 2026 - 1 min read
How to Use the Profile Page in Workelect
Manage email verification, login 2FA, and password updates so account access stays secure. Includes clear steps, key actions, and practical next steps in.
Read guide ->From the blog
More Workelect articles and insights.
Use the Help Centre for product walkthroughs, then head to the blog for broader field service and stock-management topics.
20 Apr 2026 - 4 min read
Best Field Service Management Software (FSM) in 2026: Complete Comparison Guide
A UK-focused guide to the best field service management software in 2026, comparing simple, mid-market, and enterprise FSM tools.
Read article ->20 Apr 2026 - 5 min read
Workelect vs Tradify: Which Field Service Software Is Right for You?
A practical comparison of Workelect and Tradify across job management, inventory control, quoting, and operational scale.
Read article ->20 Apr 2026 - 5 min read
Workelect vs Workever: Which Field Service Software Is Right for You?
A practical comparison of Workelect and Workever across job management, inventory control, invoicing, and operational scale.
Read article ->20 Apr 2026 - 5 min read
Workelect vs Simpro: Which Field Service Software Is Right for You?
A practical comparison of Workelect and Simpro across stock control, scheduling, reporting, and operational scale.
Read article ->20 Apr 2026 - 5 min read
Workelect vs Commusoft: Which Field Service Software Is Right for You?
A practical comparison of Workelect and Commusoft across stock control, CRM, reporting, and operational complexity.
Read article ->20 Apr 2026 - 4 min read
Workelect vs Jobber: Which Field Service Software Is Right for You?
A practical comparison of Workelect and Jobber across stock control, job management, invoicing, and operational scale.
Read article ->