WORK MANAGER
Flexible, cloud-based field service management & job scheduling software
UK hosted field service management & job scheduling software
Our WORK MANAGER Plan has all the features & tools required to run an efficient field service team by removing the headaches & stress levels for your admin team. Up-to-the-minute information is always available to stay in control and keep your customers informed and involved as work proceeds.
As a leading UK provider of field service management & job scheduling software, companies come to us because of our no-nonesense approach and easy to use, affordable solution. We stay clear of lengthy implementation and configuration times. Yet you can expect a great range of features to help manage your work force whilst carrying out planned and reactive type works.
Including features such as Job planning, scheduling & dispatch, Quotes, invoicing, stock & vehicle management and a whole Health & Safety module, you can run your in-house and field service team activities conveniently and compliantly from the one system.
Why not try it today, risk free for 21-days and see for yourself?
Info Sheet
Plan features
- Android and iOS app versions.
- Job scheduling, visual planner, location mapping.
- Customers, sites, customer journal (CRM).
- Vehicle management, mileage & checks.
- Quote management.
- Job Costing/Pricing.
- Inventory & parts management.
- Health & Safety module.
- User management & permissions.
- Integrations & connectors with 3rd party solutions.
- Unlimited mobile forms
- 'Business Plan' Online forms.
- Set-up & configuration.
- Training & support.
Typical users
Typical WORK MANAGER users include:
- General service & maintenance
- Building maintenance companies
- Machinery/ equipment manufacturers
- HVAC installers & maintenance
- Operated hire road sweeping
- Facilities managers
- Materials handling/ powered access equipment
WORK MANAGER
UK hosted field service management software companies trust to deliver results & savings
- Visual Job Planner.
- Real-time job status updates.
- Define & set defaults for job types.
- Full job & visit history.
- Auto-populate job forms with job details.
- Bulk import routine.
- Recurring jobs.
- Assign priority codes.
- Job reports with customisable filters.
- Attach files to jobs to view on mobile app.
- Add custom fields to match existing processes.
- Block out time for planned events.
Quotes, Job Costing/Pricing, invoicing & inventory management
- Raise & issue invoices or push to Xero accounting.
- Build pricing at visit, job or consolidated jobs levels.
- Raise Quote directly against a stored Customer.
- Select from pre-stored job types.
- Full audit trail of changes made.
- Duplicate Quotes to save time.
- Email quote directly to Customer.
- Set Quote expiry date.
- Set reminders prior to expiry.
- Add item lines directly from stored Inventory.
- Make Quote fields hidden/ visible.
- Online accept/ reject by Customer.
- Collect & analyse reject reasons.
- Customise & brand email layout.
Mobile app
- Android & iOS versions available.
- Works on and offline.
- Saves forms as 'drafts' prior to sending.
- Send Log summarises all traffic leaving the device.
- Includes geo-tagging & photos with annotation.
- Collect on-screen signatures.
- Configurable how far in advance jobs can be viewed.
- Full job notes displayed, jobs listed in time/ priority code order.
- Send real-time job status updates.
- Retrieve previously submitted forms.
- Signal strength indicator.
- Encrypted data transmission between device & servers.
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 feature.
- Full reporting by RIDDOR, injured party, day/ time/ body part.
- Incident logging feature.
- Near miss logging feature.
- Add/ maintain Substances database.
- Add/ maintain Substances Statements & required PPE.
- Use account types to separate office staff from field workers.
- Add individual users to a 'user group'.
- Grant access to mobile forms by user group.
- Configure user working hours for job scheduling.
- Assign individual users to a job management 'team' for job scheduling.
- Limit access to reports.
- Set access permissions to features by user group.
- Bulk import users.
- Track field worker device logins by date, device & app version.
- Collect & map user mobile locations.
- Archive users for reinstatement later.
- Set 2FA for admin user logins.
