Pinned Records
Pin a customer, job, quote, invoice, transaction, round or vehicle from its popup, and open it again from the Pinned menu on any page.
Read article: Pinned RecordsGetting Started help
Help for Getting Started in Work Planner.
Articles
Using Work Planner on a Phone
How lists, records, forms and popups are laid out on a phone: two-line rows you swipe, tabs along the bottom, and Cancel and save at the top.
Read article: Using Work Planner on a PhoneGuided Tours
How guided tours work in Work Planner, which ones are available, and how to start, pause, or run one again.
Read article: Guided Tours