Worklog← All help
Getting started

Getting help in Worklog

Get answers on the spot from the built-in Help assistant, browse the full Help Centre of step-by-step guides, and reach a real person on WhatsApp when you want a hand with your setup.

Two places to find help

Worklog has two built-in ways to help you. Loggy, the Help assistant, is a chat helper that answers a specific question right there and then. The Help Centre is a library of step-by-step guides — like this one — that you can browse and search. This guide covers both, plus how to reach a real person when you need one.

Ask Loggy

Loggy sits in the bottom-right corner of every screen. Tap him to open a chat, then tap one of the questions he offers, or type your own in the box at the bottom and tap ↑.

Under ❓ Help he answers from these Help Centre guides — how to use Worklog, and SARS and labour rules in plain language — often with an Open button that takes you to the right tool. Under 📒 My books he answers questions about your own figures, like what you made this month or who owes you, from the same figures as your dashboard. My books only shows if you have access to those screens.

💡Loggy uses AI. If AI features are switched off for the business, he disappears from every screen.

Browse the Help Centre

The Help Centre holds all the step-by-step guides in one place, grouped by topic. There are three ways to open it.

  • On a computer, tap "❓ Help Centre" near the bottom of the menu down the left of the screen.
  • On your phone, tap Help at the top of the home screen.
  • Inside Loggy, tap "Or browse the full Help Centre →" under his questions.

Good to know

⚠️Loggy gives general guidance, not advice for your exact situation. Worklog is record-keeping software, not a tax or financial adviser. For anything specific to your business, speak to SARS or a registered accountant or tax practitioner. And Worklog doesn't email your quotes, invoices or other documents to customers — you send them with the 📄 PDF button, which on a phone opens your share menu with the file attached, usually for WhatsApp.

When you need a real person

Loggy handles most how-to questions on his own. But if you are getting started, or you want a person to walk you through your setup, Worklog gives new subscribers one-on-one setup help on WhatsApp. Open the Help Centre and tap "💬 Chat on WhatsApp" at the bottom of the page, or email hello@worklogsolutions.co.za. You are never left to figure it out alone.

Related guides
Set up your business →Log money in and out →Add customers and suppliers →Ask Loggy: help, and questions about your books →
Still stuck? Open the in-app help assistant, or email us at hello@worklogsolutions.co.za.
← Back to the Help Centre