Regain Control Of Your Field Service Activities With
WORK MANAGER
WORK MANAGER field service management software is used by companies that carry out both planned and reactive type work and catering for one-off, multi-day and recurring visits by individuals or teams in these sectors:
- Installation
- Repair & Maintenance
- Construction Supply Chain
- Facilities Management
With all the features required to keep control of your field service activities from quoting, to work planning and through to invoicing, WORK MANAGER has it covered.
Companies trust our field service management software to complete tasks faster, improve first-time fix rates and reduce technician downtime.
Just some of our field service management software users…
Field Service Features
What’s included in the Plan?
With all the features required to plan, issue, track & price jobs throughout each step of the process our field service management software has it covered.
> Android and iOS app versions
> Job scheduling, visual planner, location mapping
> Replace paper job sheets with unlimited mobile forms
> Customer Portal, sites and Journal
> Vehicle management, mileage & checks
> Quote management
> Job Costing/Pricing
> Inventory & parts management
> Integrations & connectors
> Set-up, configuration & training
Field Service Management Features in more detail
Job Planning & scheduling
- Visual Job Planner – day, week, month.
- Real-time job status updates.
- Set default forms for job types.
- Send customer reminders & operative digital profiles.
- Full job & visit history.
- Auto-populate job forms with job details.
- Bulk import jobs.
- Assign jobs to individuals or groups.
- Set recurring jobs.
- Assign priority codes.
- Full reporting with filters.
- Attach files to jobs to view on mobile app.
- Assign assets to jobs.
- Block out time for planned events.
- Location mapping.
Health & Safety Management
- Visual dashboard of key information.
- Create dynamic Risk Assessments.
- Create Risk Assessment templates for re-use.
- Create a library of hazards & control measures.
- Create COSHH Assessments.
- Add/ maintain Suppliers database.
- Comprehensive Accident logging.
- RIDDOR, injured party, day/ time/ body part reporting.
- Incident logging.
- Near miss logging.
- Add/ maintain Substances database.
- Maintain Substances Statements & required PPE.
Quotes & Inventory
- Raise Quotes & convert to jobs.
- Duplicate Quotes to save time.
- Email Quote directly to Customer.
- Set Quote expiry date.
- Set Customer reminders prior to expiry.
- Customer accept/ reject via online interface.
- Collect & analyse reject reasons.
- Add item lines directly from stored Inventory.
- Make Quote fields hidden/ visible.
- Customise & brand Quote email layout.
Job Costing & Invoicing
- Send draft invoices to Xero, Quickbooks or Sage accounting.
- Price visits, multi-visit jobs or consolidated jobs levels.
- Pre-set default pricing for job types.
- Create priced Work Items at individual Customer and site level.
- Full audit trail of changes made.
Mobile app
- Android & iOS versions available.
- Works on and offline.
- Save forms as ‘drafts’ prior to sending.
- Send Log summarises all traffic leaving the device.
- Includes geo-tagging & photos with annotation.
- Collect on-screen signatures.
- Configure job visibilty dration for mobiles.
- Full job details & map route displayed.
- Real-time job status updates.
- Retrieve previously submitted forms.
- Signal strength indicator.
- Encrypted data transmission between device & servers.
User Management
- Account types to separate office staff from field workers.
- Add individuals to ‘user groups’.
- Grant access to mobile forms by user group.
- Configure user working hours for job scheduling.
- Assign individuals to ‘teams’ for scheduling.
- Limit user access to reports.
- Set access permissions to features by user group.
- Bulk import users.
- Track user logins by date/device/app version.
- Collect & map user mobile locations.
- Archive users for reinstatement later.
- Set 2FA for admin user logins.
- Add & maintain user training & competencies records.
Typical WORK MANAGER Users
> Materials handling/ powered access equipment
> General service & maintenance
> Building maintenance companies
> Machinery/ equipment manufacturers
> Fire & Security and HVAC installation & maintenance
> Operated hire road sweeping
> Facilities managers
Keeping your field service team running smoothly & efficiently
WORK MANAGER will help your business to run a more efficient and effective field service team by centralising job management, automating workflows, and improving real‑time communication across your workforce.
With features like intelligent engineer dispatching, mobile job management, asset tracking and digital forms, your field service team can complete tasks faster, improve first-time fix rate, reduce technician downtime, and minimise errors.
Managers will gain full reporting visibility into workloads and performance, enabling smarter resource allocation and improved customer response times. By streamlining operations and eliminating manual processes, WORK MANAGER will enhance productivity, boost customer satisfaction, and support long‑term business growth.
Field Service Management Software FAQs – pro‑Forms® WORK MANAGER
Answers to common questions about job management, scheduling, quoting and invoicing for mobile service teams.
These FAQs explain how pro‑Forms® WORK MANAGER helps businesses run planned and reactive field service work—raising jobs, scheduling engineers, capturing job sheets on mobile devices, and pushing accurate job data through to invoicing. If you’re comparing field service management (FSM) software, need job management software for field technicians or want to reduce admin time while improving visibility, you’ll find clear answers below.
Next steps
If you’d like to see how WORK MANAGER could fit your workflows—job scheduling, mobile job sheets, quoting and invoicing—request a demo or start a trial, and share a couple of examples of your typical jobs so we can map the setup to your process.
Who uses WORK MANAGER (and what types of field service work it supports)?
WORK MANAGER is used by companies that manage a mobile workforce and need to plan, dispatch and track on‑site work in real time. Typical users include organisations delivering:
– Installation
– Repair & maintenance
– Commissioning
– Facilities Management
– Construction supply chain activities
The platform supports both planned maintenance and reactive call‑outs, including one‑off visits, multi‑day jobs and recurring schedules – assigned to individual technicians or to teams..
License terms and pricing flexibility
WORK MANAGER is licensed on a flexible, rolling 30‑day basis.
Licences are purchased per system user, so you can scale the number of users up or down each period to match workload and seasonal demand.
A licence is required for every user account (including office users and field operatives), and there is no long lock‑in period beyond the current 30‑day term.
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Where data is hosted and how it is protected?
Your data is hosted in secure UK data centres, and your data stays in the UK (including backups) to help meet UK data residency requirements.
Databases are encrypted, and you can optionally apply field‑level encryption to forms.
Admin users access the browser-based admin area using encrypted connections (256‑bit), and two‑factor authentication (2FA) is available.
The pro‑Forms® mobile app uses AES 128‑bit encryption as standard. If you need file transfers via FTP, SFTP (secure FTP) is available.
Can I import existing customers, sites and job information?
Yes.
You can import data from CSV and XLSX files using built‑in import routines.
This makes it easier to migrate from spreadsheets or another field service management system without re‑keying customer and job details.
Does WORK MANAGER integrate with Xero or QuickBooks?
Yes.
If you connect WORK MANAGER to Xero or QuickBooks, customer records, sites and key accounting information can be populated into your WORK MANAGER account automatically.
You can also push draft invoices from WORK MANAGER to Xero/QuickBooks to reduce duplicate data entry and speed up billing.
Can I create quotes and then invoice when the job is complete?
Yes.
WORK MANAGER includes a dedicated quoting module so you can issue time‑limited quotes, with optional automated reminder “nudges” ahead of the deadline.
You can save priced work items to build quotes and invoices quickly (including customer/site-specific rates).
Once work is completed, draft invoices can be pushed to Xero and QuickBooks via their APIs. For Sage 50 users, you can export draft invoices as a CSV file for import into Sage.
Invoicing can be produced at different levels depending on how you bill: individual visits, a full job (group of visits), or consolidated invoicing across multiple jobs.
I manage recurring jobs—can the system schedule these automatically?
Yes.
WORK MANAGER supports recurring job scheduling for planned maintenance and repeat visits.
You can apply rules to raise recurring jobs based on the time periods and frequencies you need and then review that the automatically allocated operative is still available for the upcoming appointments.
Is it easy to reallocate jobs between field engineers / technicians?
Yes.
Work can be reallocated by office admin staff either by drag and drop or by manually changing the details e.g. date, time, operative etc.
Once the details are changed and saved, the updates will be automatically shown on mobile app of the relevant field staff. This reduces the admin burden on office staff to interrupt site staff by phone call, text, email etc.
Our software also helps to reduce missed service appointments due to poor or missed communication between office and field staff.