Tradespeople and owners of trade businesses are used to completing tasks in a more traditional form. Whether that’s managing schedules on a clipboard, having paper diaries or having to make phone call after call just to communicate with their colleagues. These methods are time-consuming and can present challenges such as miscommunication and lost paperwork. That’s why many trade owners are looking to step into the digital world and use a cloud-based solution that helps make their business more of a success.
Workever provides field service management software that allows any trade business to improve the way they operate and their overall efficiency.
The Problem with Paper – Why Clipboards No Longer Cut It
The likelihood is that you and your staff are tired of using paper. They’ve probably seen firsthand how other businesses have improved their workforce by going digital. Using paperwork has its problems; whether that’s slower admin processing or even lost documents, these can have a negative impact on the service you provide your customers and how much money comes into your business.
Enter the Cloud – The Digital Shift in the Trades
Taking your business from using outdated tools to task management software takes you to that next level. You’ll make it easier for your staff to complete their work, which will improve the overall efficiency of your business. Using Workever’s job management software will allow you to complete tasks such as job scheduling, tracking, reporting, invoicing and much more. All your members of staff will benefit, as they’ll be able to use our software regardless of their location through our mobile field service app.
The Key Features of Modern Job Management Software
Scheduling & Dispatching
No matter how big or small your business is, scheduling can be a nightmarish task, but it’s crucial you get it right. Errors in scheduling can lead to missed appointments or double bookings, and neither reflects well on your business. With Workever’s drag-and-drop scheduler, it takes a matter of seconds to assign a job to an available field agent.
With access to the live location of your field agents, you’ll be able to schedule work close to them, meaning they’ll spend less time on the road travelling and more time on the job. This is a great feature when it comes to dealing with emergency appointments, as you can ensure one of your technicians is with your customer as soon as possible.
Real-Time Communication
Our cloud-based software improves communication with live updates. Anything your field agent records while on the job will automatically be synced to the cloud, meaning your office staff will be able to access that information immediately, so they’ll no longer have to wait for the job sheet to make it back to the office at the end of the day or have to make calls to get updates. Your field agents will also benefit from automatic notifications regarding their schedule. So, there’s no chance of miscommunication, as they’ll always know where they need to be and at what time.
Digital Forms & Signatures
Going digital means your field agents won’t ever have to worry again about whether they have the right paperwork with them. Instead, they’ll have peace of mind knowing that everything they need will be accessible on the app. So whether it’s providing a customer with a quote, having the right job sheet or getting a customer’s signature, this can all be done digitally with Workever.
Invoicing & Payments
More traditional methods of invoicing can cause delays to your business and to your customers, which can negatively impact your cash flow. In the past, customers have had to wait hours or days to get their invoice through, which means your business isn’t getting paid as quickly as it could.
With our task management software, your field agents will be able to send an invoice to your customer while they’re standing next to them. This means your customers are provided with an excellent service and aren’t left waiting. It also increases your chances of your business getting paid sooner for the work you’ve completed, which can improve your overall cash flow.
Reporting & Analytics
With the current way your business operates, it may be difficult or a time-consuming task to understand your team’s performance or job profitability. When implementing Workever’s software into your business, this changes. On our platform, you’ll be able to run reports and look over data that’s important to you, so you’ll be able to see firsthand what your most profitable job is without it taking you hours to establish.
The Benefits of Making the Switch
You’ve probably already got a good idea of the kind of benefits your business will get from switching to a cloud-based software. The truth is it isn’t just your business that benefits from using Workever but also your staff and your customers. By making your staff’s jobs easier, you’ll likely see an improvement in overall productivity, as they’ll be spending fewer hours completing admin tasks and more time completing work that is true to their skill.
Providing the best possible service to your customer is paramount if you want your business to be a success. With improved communication between staff, better scheduling and digital forms, your customers benefit without possibly realising. But they’ll also benefit directly from other areas, such as our customer portal, where they can view the job progress and also receive automatic notifications for things such as appointment or payment reminders.
To recap, if you’re looking to improve the overall efficiency of your business while making it a better experience for your staff and customers, then Workever is the digital solution for you. Our software has been designed to be user-friendly, so regardless of the skill level of your staff, everyone will be able to use it.
You won’t have to worry about how long it will take to implement into your business, as there is no lengthy training. Instead, you can book a free demo or start a 30-day free trial today, and you’ll be able to see straight away how your business improves.
