WorkLane Knowledge Base
Everything, step by step
Step-by-step walkthroughs for every part of WorkLane. Follow it front to back to set your account up from scratch, or search for the one thing you're stuck on.
28 guides across 7 sections
Start here
New to WorkLane? These steps get you from empty account to first job, in order.
- 1 How WorkLane fits together The five-minute mental model: clients own properties, properties host jobs, jobs carry staff, updates and costs, and costs become invoices.
- 2 Create your account and start the trial Sign up in two steps, pick your login URL, and get your free trial running without a card.
- 3 Your first login: password and PIN Set a password for the browser and a 4-digit PIN for fast re-entry on a phone on site.
- 4 Set up your company profile Add your logo, confirm your company name and note your Company ID — the things that show up on invoices and customer-facing pages.
Browse by section
Every part of WorkLane, chapter by chapter.
Getting started
From a brand-new account to your first job on the board.
Your team
Invite staff, choose the right role, and keep their details and documents in one place.
Clients & properties
Who you invoice, and where the work happens.
Jobs
Creating work, scheduling it, and getting the right people to it.
On site
What engineers do on the job — updates, photos, completion, and working with no signal.
Money
Costs, invoices, exports and the numbers behind a job.
Settings & admin
Notifications, trades, documents and recovering things you deleted.
Can't find what you need?
Search the whole Knowledge Base, or talk to a human — we'll happily walk you through your setup on a call.