Export Your Data
Download your customers and jobs as a spreadsheet, or everything in one ZIP file, to keep a copy of your records or move them to other software.
Read article: Export Your DataSettings help
Help for Settings in Work Planner.
Subcategories
Activity LogBrowse articlesAutomationsBrowse articlesCustomer SourcesBrowse articlesDocument TemplatesBrowse articlesEquipmentBrowse articlesExpense CategoriesBrowse articlesIntegrationsBrowse articlesOrganisationBrowse articlesOrganisation InformationBrowse articlesPasskeysBrowse articlesPayment MethodsBrowse articlesProfileBrowse articlesRolesBrowse articlesSMSBrowse articlesServicesBrowse articlesTeamBrowse articlesTerminologyBrowse articles
Articles
Two-Factor Authentication
How to turn on two-factor authentication, sign in with a code from your authenticator app, use recovery codes, and answer the reminder after signing in.
Read article: Two-Factor AuthenticationDaily Summary
See what is on for the day each morning, and how it went each evening, across all your businesses.
Read article: Daily SummaryNotification Settings
Choose what Work Planner notifies you about, set quiet hours, and turn on notifications for your phone or browser.
Read article: Notification SettingsTerminology
How to rename the job-collection wording across Work Planner and what changes when you save a custom term.
Read article: TerminologySMS Settings
How the SMS settings page explains the managed reply number, the 4.5p SMS credit rate, and how replies are handled without using credits.
Read article: SMS SettingsPasskeys
How to add and remove passkeys for passwordless sign-in, and what the warnings on the passkeys page mean.
Read article: PasskeysProfile
How the Profile page works, what you can change there, and which actions are personal versus business-wide.
Read article: ProfileSettings Overview
How the Settings page is grouped, what each section is for, and how the main menu opens it at a section.
Read article: Settings Overview