WORK MANAGER

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

WORK MANAGER - field service management & job scheduling software

Our WORK MANAGER is designed for field service & maintenance contractors carrying out both planned and reactive type work and catering for one-off, multi-day and recurring visits. With all the features required to keep control of your field service activities from quoting to work planning through to invoicing, WORK MANAGER has it covered.

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?

TRY RISK FREE
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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.
SEE PRICING

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