Getting started
Install WorkCabinet
Approved WorkCabinet installer A supported Windows PC
Status: representative-capture
Screenshot-led support
WorkCabinet Help Centre
Guides are generated from tested workflow metadata. Open an article to view genuine product imagery from the approved product environment.
Getting started
Complete initial company setup
Local WorkCabinet installation
Status: representative-capture
Getting started
Check system and email requirements
A Windows 10 or later PC A local mail client such as Outlook for emailing documents
Status: representative-capture
Daily work
Use the dashboard and search
Signed-in WorkCabinet user
Status: capture-complete
Daily work
Manage customers
A synthetic customer fixture
Status: capture-complete
Sales and work
Create an estimate and order parts
A synthetic customer and job
Status: capture-complete
Sales and work
Create and review an invoice PDF
A synthetic completed job or accepted estimate
Status: capture-complete
Records and recovery
Manage documents and backups
An attachment and a backup directory
Status: representative-capture
Licensing
Understand trial and licence activation
A valid WorkCabinet licence
Status: representative-capture
Support
Create and email a support bundle
A recorded error or support request Your local mail client A browser for the file-transfer link
Status: representative-capture
Support
Troubleshoot common issues
A recorded error or support bundle
Status: representative-capture