A typical day for a tradesperson or owner of a field service business can be full of different challenges. Whether it’s juggling jobs, organising schedules, or dealing with piles and piles of paperwork, these tasks take up a lot of time and can leave tradespeople feeling frustrated. The good news is it doesn’t have to be this way, as Workever has the digital software solution for you.
Our field management software simplifies the entire workflow from start to finish, regardless of what your trade is. This helps improve the overall efficiency of your business and reduce the time you and your staff have to spend completing admin tasks.
Morning: Starting the Day Right
All members of your staff will be able to start the day with the Workever app. Whether it’s your office staff in at 9 am or your field agents on their first job even earlier, with our mobile field service app available on iOS and Android, your staff can access their work from any location.
Your field agents will be able to pick up their smart devices and view their schedule and jobs for the day. Your office staff will be able to assign any jobs that have come in overnight with our drag-and-drop scheduler. This makes it quick and easy to assign work to available field workers. They won’t have to worry about communicating any changes, as our software will automatically notify your field agents to ensure they’re always kept in the loop.
Midday: On the Job with the Mobile App
Your field agents will have everything they need when on the job with our mobile app. They’ll be able to view notes, files and job templates so they know exactly what is required of them on the job. Our job management software even works offline, which means if your field agents are in a remote location with poor internet service, they’ll still be able to access all the job notes, which ensures there are no delays in getting the work done.
They’ll then be able to make notes, take photos and even get customer signatures all through the Workever app.
Your office staff will benefit, as all the information your field workers enter is automatically synced to the cloud, meaning they’ll get instant access to the data and will no longer have to wait for job sheets to come in at the end of the day.
By midday, your office staff may be struggling to know what job your field workers are on or their exact location. This usually requires a phone call, which can make communication difficult, as your field agents aren’t always free to answer their phones.
Workever simplifies this for you with GPS tracking. Our software will provide you with the live location of your field workers, so you’ll always be in the know of what job your technicians are on or their travel routes. And if any emergency appointments come in during the day, this can help you respond efficiently to your customers, as you can send the closest available worker to the job.
Afternoon: Keeping Everyone in the Loop
With Workever, it’s not just your employees who benefit, but also your customers will as well. Providing a great customer experience is so important for any trade business that is looking to compete and grow. A good reputation helps more business come in through word of mouth. The Workever software helps improve the service you provide by improving communication. Your customers will receive automatic notification via SMS and email for appointment and payment reminders. Your customers will also be able to log in to their very own customer portal where they can view job progress and review documents. This can free up time in your office staff’s afternoon and allow them to complete other work instead of answering customer queries.
Late Afternoon: Invoicing Made Easy
By late afternoon, many jobs are being finalised and completed, which means it’s time to start the invoicing process. Now currently for your business, this may be a time-consuming task, which sees customers having to wait days to get their invoice. With Workever this isn’t the case, as our software makes invoicing quick and easy.
Completed jobs can be turned into an invoice with one click, meaning your field agents can do it while they’re still on site. Your customers will receive their invoice immediately and can make payments straight away if they wish. This can help ensure you get paid on time, which improves cash flow and prevents having to chase for payment.
Our software is easily integrated with other business tools to help make processes even easier for your business. Workever can be integrated with Stripe to help receive faster payments and accounting tools such as Xero or QuickBooks to help keep on top of your accounts. Where it’s integratable, that means there is no need for double data entry; what is recorded on Workever will automatically be synced to the other business tools you’re using, which saves you valuable time and reduces the chances or errors.
End of Day: Reflect, Report & Relax
If you’re a business owner, then the end of the day can often be well into the evening. With Workever, you’ll be able to continue to work from wherever and review how the day has gone for your business. You’ll be able to run reports, revisit job history, and monitor KPIs. You can even check over timesheets and job reports for the day to ensure your staff are completing everything correctly.
To summarise, Workever’s digital software has been designed to help reduce the time spent on admin tasks to help you better focus on growth. From when your day starts to when it ends, Workever’s software will simplify yours and your staff’s days.
Our software has been designed to be user-friendly, which means every member of your staff will be able to use it regardless of their skill set.
So sign up for our 30-day free trial, where no credit card is required, and you can begin to see firsthand how Workever can improve your trade business.
