How WorkLane fits together

Before you click anything, it's worth understanding how the pieces relate. Almost every "how do I…" question in WorkLane answers itself once this is clear.

The chain

1. Clients are who you invoice — a council, a housing association, a letting agent, a homeowner.
2. Properties are the addresses you work at. Each one usually belongs to a client.
3. Jobs happen at a property, for a client. This is the unit of work everything else hangs off.
4. Staff get assigned to jobs, for specific days.
5. Updates, photos and costs get posted against the job as work happens.
6. Invoices are built from the jobs and costs you've already recorded.

You don't have to set these up in order. You can create a job and add the client and property inline from the job form — WorkLane will file everything in the right place behind the scenes.

What each role sees

WorkLane has five roles. Which one someone has decides what they can open:

• Company admin — everything, including settings and billing.
• Manager — jobs, staff, clients, properties and the schedule, but not the money.
• Finance — jobs and everything financial: costs, invoices, exports.
• Field staff — the jobs they're assigned to, plus updates and photos. Deliberately no pricing or pay figures.
• Super admin — WorkLane's own staff, for support.

The one rule worth knowing

Job updates are append-only. Once a note or photo is posted to a job's timeline it can't be edited or deleted. That's deliberate — it's what makes the timeline usable as evidence in a dispute over what was done, when, and by whom.