Help & Learning
Task guidance for the existing OpsLinq workspace, configuration and daily operations.
23 task guides
Search uses public guide text only, not company records. Search terms appear in this page’s URL; do not enter customer details, passwords or private links. Tool availability still depends on your deployment and permissions.
Welcome to OpsLinq
Start in Command Center, confirm your company, and follow the work rather than creating a separate workflow for each industry.
Setting Up Your Company
Use the existing Company Setup and readiness screens to review configuration without mistaking a percentage for launch approval.
Adding Your First Location
Check existing locations before adding a branch, warehouse, service site or other operating location.
Inviting Team Members
Choose between a login invitation and a no-login workforce member, then verify the intended role and operational scope.
Understanding the Dashboard
Use Command Center as the daily workspace and interpret its cards, filters and counts within their stated scope.
Managing Work Orders
Keep the customer, asset, assignment, parts, evidence and completion on the intended existing work record.
Scheduling Jobs
Review the correct schedule and resources, and keep requests distinct from confirmed bookings.
Dispatch Operations
Review the intended board, work and resource before assignment or stage changes.
Quoting & Approvals
Verify customer, asset, services, units and recorded prices before relying on a quote or customer decision.
User Roles & Permissions
Distinguish portal access, role, specific permissions, company capabilities and operational scope.
Integrations Setup
Tell the difference between a Workspace Link, recorded integration metadata and a functioning provider connection.
Importing Data
Use the existing import workspace and verify the destination records before treating an import as complete.
Automation Rules
Review existing triggers, actions, limits and history without equating enabled configuration with successful execution.
Customizing Workflows
Extend the company’s existing configuration without creating parallel customer, asset, scheduling or dispatch systems.
Technician Mobile Guide
Work from the assigned record, preserve identity and units, and distinguish local progress from a synchronized result.
Advisor Quoting Workflow
Follow the customer and verified asset selection through service search, line review and saved quote checks.
Manager Dashboard Usage
Use Command Center and report drill-downs to identify work that needs action, not just a favorable score.
Customer Communication
Keep replies, notifications, archives and preferences in the existing Communications workspace and distinguish recording from delivery.
How do I reset my password?
Start from the sign-in method assigned to your account and use its supported recovery process.
Can I customize terminology?
Use the company’s industry and supported terminology settings instead of duplicating operational systems.
How do exports work?
Read the export’s scope and policy before treating a downloaded file as complete data.
Where is my data stored?
Distinguish the intended AWS authority from a particular deployed workflow and from temporary browser presentation state.
Can I delete old records?
Use the specific archive, remove or delete operation and respect company policy and operational history.
Need help with the task?
Note the workspace, the action you attempted, when it happened, and whether the result is pending, failed or uncertain. Give record references only through your organization’s approved support channel.
Do not include passwords, reset or invitation links, access tokens, stored credentials or unnecessary customer information. Reading this guide does not open a support ticket or submit a request.
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