TheWorxHub Help Site
The help site is the central library of resources and learning materials for TheWorxHub. Through it you can access a wealth of materials designed by senior living experts who really understand both the software and the business. Whether you're learning from the beginning, converting from PM Worx, or looking for materials to support staff training, you'll find everything you need right here.
Fundamentals
- Forgot your Password?
- Smart Tabs
- Using the Global Search and Add Function
- Watch, Listen and Learn Video: Using the Location Picker
- Watch, Listen and Learn Video: Calendar Overview
- Watch, Listen and Learn Video: Unit Changes from PM Worx
- Attachments
Work Requests
- Adding a Work Request
- Choosing a Location
- Checking the Status of a Work Request
- Notifying Others Automatically
- Watch, Listen and Learn Video: How to Add a Request
- Touchtown Service Request Integration
Work Orders
- Accepting a Work Request and Assigning Labor
- Adding a Work Order Directly
- Entering Labor Time
- Completing a Work Order
- Watch, Listen and Learn Video: Entering Labor Time and Marking a Work Order Complete
Housekeeping
- Creating Scheduled Templates for In-Unit Cleans
- Creating a Schedule
- The Staff Schedule Dashboard
- Changing Schedules
- Modifying the Schedule from the Calendar
Scheduled Work Orders
- Adding a Scheduled Work Order
- Setting a 'Grace Period' on Scheduled Work Orders
- Adding a Scheduled Work Order from a Template
Dashboard Functions
- Watch, Listen and Learn Video: Dashboard Overview
- Using the Super Search Function
- Filtering Records
- Batch Assigning and Unassigning Labor
- The Pulse tab -- what's happening right now?
Projects
- Projects in TheWorxHub
- Creating a New Project: Multiple jobs in a single location
- Creating a New Project: The same job in multiple locations
- Creating a New Project: The same job on multiple assets
- Creating and Using Project Templates
- Recurring Projects in TheWorxHub
Mobile Worx
- Technician Workflow
- Accepting a Request
- Adding Labor Time
- Completing a Work Order
- Watch, Listen and Learn Video: Mobile Worx Fundamentals
- Adding and Viewing Attachments
Staff & Contractors
- Adding a New Staff Member
- Creating a User Account
- Adding a New Contractor
- Adding a Contact to a Contractor Record
- Printing a Staff Schedule
- Watch, Listen and Learn Video: Adding a Staff Requestor Account
Assets
- Adding a Fixed Asset
- Linking a Fixed Asset to a Work Order
- Watch, Listen and Learn Video: Adding a New Asset
- Safety Notes
- Batch Assessments
Resident Billings
- Establishing Chargeback Rate Settings
- Mark a Work Order as Bill to Resident
- Automated Billing Logic
- Customizing Billings on a Work Order
- Printing an Invoice
Locations & Residents
QA & Surveys
Resident Requests
- Resident Requests: Adding a Request
- Resident Requests: Checking the Status of a Request
- Resident Requests: Email Invites - The Resident Perspective
Transportation
- Adding a Trip Request
- Adding Passengers
- Assigning a Driver
- Scheduling a Pickup
- Recurring Trips
- Editing Recurring Trips
- Completing Trips
- Mobile Worx for Transportation
- Trip Billings
- Custom Billables
- Blocking Non-Working Hours
Barcoding
- Getting Started with Barcoding
- Choosing Barcode Labels
- How to Scan a Barcode
- Scanning an Asset From Your Dashboard
- Scanning a Location from your Dashboard
- Scanning an Inventory Item From Your Dashboard
- Linking Assets or Inventory from a Work Order
Room Bookings
- Getting Started With Room Bookings
- Identifying Rooms as Bookable
- Identifying Assets That Can Be Reserved
- Create setup and tear down task templates
- Submitting a Room Request
- Managing Room Bookings From The Dashboard
- Managing Room Bookings From The Calendar
- Recurring Room Bookings
- Integrate Your Room Booking Calendar with Outlook
- Attendees (PRO)
- Billings (PRO)
