Documentation by user type.

Find work near me

Use nearby jobs in My Work to see recommended work close to your current job location and add it to your day when allowed.

Reset your password

Request a password reset link when you cannot sign in and set a new password from the email link.

Change your password

Update your password from My Profile when you are already signed in and need to secure or replace it.

Sign in and open My Work

Sign in to the right account and open My Work so you can see today's plan before you leave or start on site.

Understand common terms

Use this glossary page when task guides refer to roles, locks, crews, captures, or access language that needs a plain-English definition.

Getting Started In The Field

Understand today vs week view

Switch between a single-day view and a full-week view in My Work so you can check today's details or look ahead safely.

Getting started in the office

Start using Oplerra for day planning, dispatch, employee access, and the main office workflows covered in Wave 1 help.

Understand why an invite expired

Learn what an expired invite means, why it happens, and the fastest way to get a new working link.

Choose the right module for the job

Pick the correct office module before you start so you update the right record and avoid mixing dispatch, scheduling, people, or access work.

Accept an invite and create a password

Use your invite link to join the account, create your password (if prompted), and fix common problems like expired or already-used links.

Getting Started In The Client Portal

Understand work vs scheduling vs HR vs settings

Learn the hard boundaries between office modules so you do not fix access, planning, and employee problems in the wrong place.

Create a company

Create a company record so it can be selected in CRM, jobs, quotes, and purchase orders.

Switch accounts

Move between organisations you already belong to without signing out, and keep the current page context where possible.

Manage your sign-in in the office

Confirm you are in the right account, recover from invite issues, and move quickly into office workflows without creating duplicate user records.

Change a user’s role (ADMIN / MANAGER / USER)

Update a user’s Role in Settings → User Roles, and know when you should change Seat (access level) instead.

Invite a client user (company-scoped access)

Invite an external client/contact to sign in with limited visibility, choose company scoping, and understand what they can and can’t see.

Edit an employee profile

Update an employee’s name, email, phone number, or status, and understand when the changes take effect.

Manage users and invites

Use this office landing page for user logins, roles, access levels, and invite recovery without changing the employee record by mistake.

Manage employees and access

Use this office landing page to manage employee records and hand off login work to the right Settings tasks without mixing HR and access changes.

Manage companies and sites

Use this office landing page to create and maintain client companies and their locations before linking downstream work.

Manage the day plan

Plan crews, adjust day-only changes, and publish updates without mixing planning work with live execution records.

Understand access levels

Learn what account access levels control, how they differ from module entitlements, and why someone can still be blocked even when the account has a feature enabled.

Understand roles vs seats

Learn the difference between account roles and seat presets so you change the right control when someone cannot see or do the work they need.

Manage work and dispatch jobs

Use this office landing page to assign work, move jobs, and send crews the right updates without mixing planning tasks into execution help.

Archive or restore an employee

Offboard someone without deleting their history, understand what stops working, and restore access if they return.

Delete an employee (when allowed)

Permanently remove an employee record, understand what “linked to other records” means, and know when to escalate.

Understand invoice and job locks

Use this shared guide to understand why completed work or invoice actions can become locked and where to go for the correct correction path.

Change a user’s access level (seat)

Change what a user can do in the account by updating their seat (access level preset), including Client company scoping.

Add a user login for an existing employee

Create a user account for an employee so they can sign in, choose the right access level, and know what to do when the invite fails.

Resend or replace an invite (expired link, no email, wrong person)

Understand the 7-day expiry, decide between resending the same invite vs creating a new one, and run safe checks before you send anything.

Create an employee and give them a login

Add an employee profile, then invite them to create a user account so they can sign in and see their work.

Start work on a job

Start travel, record arrival on site, or start on-site work with warning-only safety and pre-start checks.

Sign out

Sign out of your current session when you are finished on a shared device or need to stop using the current account.

Finish a job (checklist + after photos)

Finish the job properly so the office has what it needs for invoicing, sign-off, and compliance.

Open the job map

Open the map view for a field job so you can inspect the site location before travel or while on site.

Field User Getting Started (My Work)

Day-one guide for field crews and supervisors to view today’s work, start/pause/finish jobs, and capture the evidence the office needs.

Find work near me

Use nearby jobs in My Work to find open work close to your current area and add it to your day when that is allowed.

Start a task on a job

Start task travel or on-task work from a field job, including the cases where the system makes you start the main job first.

Start travel to a job

Start travel timing before arrival so the system records that your crew is on the way to site.

Pause and resume a job (with a reason)

Pause work with a reason (weather, access, breakdown) and resume when you can continue.

Fix a mistake: re-open a completed job (when allowed)

Re-open a job you just completed by mistake so you can add missing evidence and complete it again.

Complete a task on a job

Finish an active task, attach after photos when useful, and leave the task in a done state on the job record.

Manage Map Captures

Manage your sign-in in the field

Get to the right account, use your login correctly, and know where to go when an invite or password problem stops you.

Fill an assigned job form

Open a form already attached to a job, complete it in the field, and handle the cases where the form must be opened on the full form page.

Get directions to a job site

Open turn-by-turn navigation from a job using the job’s pinned location or address.

Cancel travel before arrival

Cancel a travel start and record the reason before the crew reaches site or starts on-site work.

Add and complete a safety form on a job

Add an additional safety form to a job and submit it so it is recorded as completed.

Manage assets in the field

Use this field landing page to confirm assets, find the right record, and capture the evidence needed when an asset issue affects work.

Manage safety forms on a job

Use this field landing page to complete safety forms correctly, understand what warnings mean, and recover when form work is blocked.

Search for a job in the field

Use field job search to find open, overdue, assigned, or completed jobs without leaving My Work.

Confirm which assets are on your jobs today

Check which equipment is allocated today and complete any required pre-starts.

Why a job is missing

Check the common reasons a field user cannot see a job and work through the fastest safe fix before escalating.

Add a job to my day when allowed

Add open or overdue work into today’s field list, including the cases where the system asks you to replace another team assignment.

Switch between day and week work

Change My Work between day and week view so you can review today in detail or scan the wider week.

Why you can’t start a job

Work through the common reasons start actions fail so you can recover safely without creating duplicate starts or bad timing records.

Open a job and check what needs doing

Open the field job detail page, review the live job status, and check the scope, tasks, forms, and map before you act.

Open My Work and check today’s plan

Use My Work to confirm today’s jobs, team, and assets.

Confirm who’s on your crew today (day-only changes)

Make a one-day crew change when someone is swapped, sick, or reassigned.

Why A Task Action Is Blocked

Common problems and quick fixes (Field)

Fast recovery steps for the most common “blocked” or “missing” situations in the field.

Why a job shows as already started

Understand why a field job can show as already started or already active, and what to check before you create duplicate time or travel records.