WORK MANAGER

UK hosted, cloud-based field service management & job scheduling software

WORK MANAGER - 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?


Comprehensive Job & field service management
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Info Sheet
What's included & who uses the Plan?

Plan features

  • Android and iOS app versions.
  • Job scheduling, visual planner, location mapping.
  • Customers, sites, Customer Portal and Customer journal.
  • 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
  • Set-up & configuration (Quoted for separately).
  • Training & support.
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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
General service & maintenanceBuilding maintenance companiesMachinery/ equipment manufacturersHVAC installers & maintenanceOperated hire road sweepingFacilities managers Materials handling

WORK MANAGER
UK hosted field service management software companies trust to deliver results & savings

Streamline your service & maintenance activities
Job Planning & scheduling software
  • 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.
Visual Job Planner
Quotes & Inventory management Quotes, Job Costing/Pricing, invoicing & inventory management
  • Raise & issue draft invoices to Xero, Quickbooks or Sage 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.
Quotes & Inventory management
WORK MANAGER mobile app 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.
Android mobile app
Health & Safety Module 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.
Health & Safety module
User Management
  • 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.
Field worker management