# How To

- [Create a Monitoring Tool using Fieldworker](/fieldworker-docs/fundamentals/faq/how-to/create-a-monitoring-tool-using-fieldworker.md): Step by step directions to follow while using Fieldworker
- [Replace my forgotten password](/fieldworker-docs/fundamentals/faq/how-to/replace-my-forgotten-password.md)
- [Connect clients to employees](/fieldworker-docs/fundamentals/faq/how-to/connect-clients-to-employees.md): Employees must be connected to clients to access clients’ information, be scheduled with clients, create program books, send messages, view authorizations, and more. Please note, if a contact has been
- [View and Add Comments to a Customer](/fieldworker-docs/fundamentals/faq/how-to/view-and-add-comments-to-a-customer.md): Manage all your comments in one place
- [Manage Employee Timesheets (Draft)](/fieldworker-docs/fundamentals/faq/how-to/manage-employee-timesheets-draft.md): To manage employee timesheets, users must be connected to the client and the employee(s), and have the Billing module permissions enabled in the Permissions module:
- [Offload a customer](/fieldworker-docs/fundamentals/faq/how-to/offload-a-customer.md): Organizations should follow the steps below to offboard employees leaving their organization.
- [Download the list of customers](/fieldworker-docs/fundamentals/faq/how-to/download-the-list-of-customers.md)
- [Add new clients](/fieldworker-docs/fundamentals/faq/how-to/add-new-clients.md): The Import Clients feature in Utilities & Tools, allows you to bulk upload your existing clients to Fieldworker using a CSV file.
- [EVV checklist](/fieldworker-docs/fundamentals/faq/how-to/evv-checklist.md)
- [Geocode locations](/fieldworker-docs/fundamentals/faq/how-to/geocode-locations.md)
- [Schedule a New Appointment](/fieldworker-docs/fundamentals/faq/how-to/schedule-a-new-appointment.md): Appointments can be scheduled up to one year in advance from the Create task module, or from the Task widget located in the Dashboard.
- [Prepare and submit claims data](/fieldworker-docs/fundamentals/faq/how-to/prepare-and-submit-claims-data.md)
- [Manage Revenue Cycle in the Fieldworker platform](/fieldworker-docs/fundamentals/faq/how-to/manage-revenue-cycle-in-the-fieldworker-platform.md): For Support Coordination companies in New Jersey
- [Manage travel and expenses](/fieldworker-docs/fundamentals/faq/how-to/manage-travel-and-expenses.md): Single place to keep all your travel expenses associated with a service
