# WorkSkedge Help Center

> Step-by-step documentation for WorkSkedge, the operating system for professional trades: projects, work orders, scheduling and dispatch, timesheets, the field portal, invoicing, purchase orders, equipment and settings. Every article is derived from the official WorkSkedge product documentation.

Help center: https://workskedge.com/help
Every article is also available as plain markdown at https://workskedge.com/help/md/<section>/<article>.

## Projects

Create and manage projects, job addresses, contacts and project statuses.

- [Set up a project before creating work orders](https://workskedge.com/help/projects/set-up-a-project-before-creating-work-orders): A project is the container for the customer relationship in WorkSkedge. Complete every setup step in order — customer, job-site location, contacts, managers — before you create the first work order. — markdown: https://workskedge.com/help/md/projects/set-up-a-project-before-creating-work-orders

## Work Orders

Build work orders, set scope and timelines, and move them through their lifecycle.

- [Create a work order](https://workskedge.com/help/work-orders/create-a-work-order): Add a work order to an approved project, fill in the timeline, resources and scope, then move it to Ready so it can be scheduled. — markdown: https://workskedge.com/help/md/work-orders/create-a-work-order
- [What are the work order statuses and how do they flow?](https://workskedge.com/help/work-orders/work-order-statuses-and-lifecycle): Every work order in WorkSkedge moves through a fixed lifecycle: Created → Ready → Draft Schedule → Assigned → Active → Complete, with On Hold and Pending Approval as side states. Each status controls what you can do next — scheduling only unlocks at Ready, and Complete is terminal. — markdown: https://workskedge.com/help/md/work-orders/work-order-statuses-and-lifecycle
- [How do I see who changed a work order and when?](https://workskedge.com/help/work-orders/track-changes-with-work-order-version-history): WorkSkedge automatically snapshots every change made to a work order once it is Assigned or beyond. Open the work order's detail drawer and click Version History to see every version, who saved it, and a side-by-side comparison of what changed. — markdown: https://workskedge.com/help/md/work-orders/track-changes-with-work-order-version-history
- [How do I assign a work order to a vendor instead of employees?](https://workskedge.com/help/work-orders/assign-a-vendor-to-a-work-order): Set the work order's "Performed by" field to Vendor, pick an approved vendor from the dropdown, optionally attach a purchase order with a budget, and set the expected date range. The vendor manages their own people — no employee assignment is needed. — markdown: https://workskedge.com/help/md/work-orders/assign-a-vendor-to-a-work-order

## Scheduling & Dispatch

Assign crews, resolve conflicts, manage time off and dispatch the day.

- [Schedule a work order with the Schedule Wizard](https://workskedge.com/help/scheduling/schedule-a-work-order-with-the-schedule-wizard): Set the dates and times, assign employees, give anyone a custom time window, resolve conflicts, then save as a draft or assign the schedule to send notifications and calendar invites. — markdown: https://workskedge.com/help/md/scheduling/schedule-a-work-order-with-the-schedule-wizard
- [How do I use the Dispatch Board to manage today's work?](https://workskedge.com/help/scheduling/use-the-live-dispatch-board): The Dispatch Board (/a/dispatch) is your live view of today: who is on site, late, or blocked, plus a Needs You inbox of everything waiting on a person. Use it to log disruptions, make quick crew swaps, and fill gaps from the Available crew list. — markdown: https://workskedge.com/help/md/scheduling/use-the-live-dispatch-board
- [Should I use the Dispatch Board or Advanced Scheduling?](https://workskedge.com/help/scheduling/dispatch-board-vs-advanced-scheduling): Use the Dispatch Board for today: live status, disruptions, and quick one-step swaps. Use Advanced Scheduling for the horizon: reshuffling jobs across days, filling the next 7–14 days, draft plans, and scheduling rules. — markdown: https://workskedge.com/help/md/scheduling/dispatch-board-vs-advanced-scheduling
- [How do I build a draft schedule plan and commit it?](https://workskedge.com/help/scheduling/build-and-commit-a-draft-schedule-plan): Draft plans let you shape a whole scheduling scenario across the horizon without touching the live schedule. Add jobs to a draft, optionally text the customer to confirm dates, then Apply schedule — which approves the plan, writes every item to the real schedule, moves work orders to Assigned, and emails the crew. — markdown: https://workskedge.com/help/md/scheduling/build-and-commit-a-draft-schedule-plan
- [Can field workers assign themselves to work orders?](https://workskedge.com/help/scheduling/let-field-workers-self-assign-to-work-orders): Yes — when the company enables it. Turn on Settings → Scheduling → Allow field workers to self-assign to work orders, and Site Leads and Site Workers get an Assign to Me button on eligible work orders from the Project Search page. — markdown: https://workskedge.com/help/md/scheduling/let-field-workers-self-assign-to-work-orders

## Timesheets & Time Tracking

Capture field hours, submit, approve and export timesheets.

- [How do I fill out my daily timesheet?](https://workskedge.com/help/timesheets/fill-out-your-daily-timesheet): WorkSkedge keeps one timesheet per employee per day. Open the day, auto-populate entries from your scheduled assignments, adjust hours or add entries for unscheduled work, then submit. Entries are only editable while the timesheet is in Draft. — markdown: https://workskedge.com/help/md/timesheets/fill-out-your-daily-timesheet
- [What do the timesheet statuses mean (Draft, Submitted, Locked, Processed)?](https://workskedge.com/help/timesheets/timesheet-statuses-submit-lock-process): Timesheets move through four statuses: Draft (employee edits) → Submitted (awaiting manager review) → Locked (approved) → Processed (final payroll record, irreversible). Managers can unlock back to Draft or Submitted when corrections are needed. — markdown: https://workskedge.com/help/md/timesheets/timesheet-statuses-submit-lock-process
- [How do managers review, lock, and process timesheets for payroll?](https://workskedge.com/help/timesheets/review-and-process-timesheets-for-payroll): Managers get a weekly view of all employee timesheets with draft/submitted/locked/processed counts. Lock individual days or entire weeks to approve them, unlock for corrections, then batch-process locked timesheets and export a payroll CSV. — markdown: https://workskedge.com/help/md/timesheets/review-and-process-timesheets-for-payroll

## Invoicing & Billing

Invoice completed work, track billing readiness and sync to accounting.

- [How do I create and send an invoice?](https://workskedge.com/help/invoicing/create-and-send-an-invoice): Create an invoice in Draft, add line items or snapshot billables from usage records, purchase orders, and approved timesheets, then send it to the customer. Invoice statuses then track delivery, viewing, and payment automatically. — markdown: https://workskedge.com/help/md/invoicing/create-and-send-an-invoice
- [How do I record a payment against an invoice?](https://workskedge.com/help/invoicing/record-payments-on-an-invoice): Record one or more payments on any invoice with amount, date, method (check, ACH, credit card, cash, other), reference number, and notes. WorkSkedge automatically recalculates the balance and flips the invoice to Partial or Paid. — markdown: https://workskedge.com/help/md/invoicing/record-payments-on-an-invoice