Getting started Updated June 2026

Introduction

What Worknest is and how the documentation is organized.

Worknest is an all-in-one operations and ERP platform for facility management and field service teams. It connects the full workflow — client intake, work orders, dispatch, field execution, invoicing, payments, and reporting.

How these docs are organized

Getting started walks you through your first work order. Operations covers day-to-day dispatch and field work. Finance covers quotes, invoicing, and payments. Platform covers roles, security, and the API.

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