Running any kind of trade business, regardless of the size, can see you face operational obstacles on a daily basis. Whether it’s scheduling jobs for available field workers, sending out quotes and invoices to customers, or dealing with endless amounts of paperwork, these tasks can all take up valuable time. Workever is a tradesman software that can streamline these processes for your business, helping you become more efficient.

Step 1: Automate Job Scheduling to Reduce Wasted Time

It’s likely that you or your office staff spend longer than you should scheduling jobs for the right field workers. It’s an important task that needs to be completed so your business can run efficiently; however, mistakes can still occur. 

Workever’s drag-and-drop schedule tool allows you to assign jobs to available field workers in a matter of seconds. Not only will this save you and your staff valuable time, but it can also reduce the chance of errors being made, such as double bookings. 

Our software will save you further time, as you won’t need to update your field workers on changes to their schedule, as they’ll automatically be notified. This means communication is clear and instant, which prevents any misunderstanding from occurring between office staff and field workers.

Step 2: Track Job Progress and Team Location in Real-Time

A lot of time can be spent by office staff having to make calls to find out the progress of a job or the location of a field worker. With Workever’s field service management software, they’ll no longer have to do this. With the ability to view jobs and locations live, you’ll be able to see whether your field workers are keeping on track.

Viewing your field agents’ live location will help with better job allocation. You can ensure your field workers aren’t having to travel too far between jobs. By reducing the time they spend on the road, you reduce the chances of delays and allow your technicians to complete more work in the day, which will bring in more money to your business. 

GPS tracking will also allow you to deal with emergency appointments more efficiently, as you’ll be able to send out the nearest possible technician to the job, which means you can service your customers’ needs quicker.

Step 3: Ditch Paperwork and Move to Digital Job Management

If you’ve been running your business for a while, then you’ve probably experienced different types of issues with using paperwork. Whether it’s your field workers losing job sheets or your office workers incorrectly filing important documents, these can cost your business time and money. With Workever’s cloud-based software, you won’t have to worry, as your business will be paperless.

Your field agents won’t need to stress about carrying the right paperwork for the job, as they’ll be able to send quotes, take notes and photos about the job and even get customer e-signatures all by using our service app. As long as they have a smartphone or tablet, they’ll be able to record the data digitally, which will then be automatically synced to the cloud, meaning your office staff won’t have to deal with any paperwork on their end either and can get instant access.

Step 4: Automate Invoicing for Faster Payments

Invoicing can be a pain for both your customers and your staff and using more traditional methods means your customers have to wait for office staff to send an invoice out. Sometimes, this can mean they might not receive it for hours or even days. This can delay how soon you receive payment, which has a negative impact on your cash flow.

Workever simplifies this process, as with a couple of clicks you can convert a job into an invoice. Now, your office staff no longer have to complete this task and your field agents can do it instead without it holding up their day. As it only takes a matter of seconds, your customers can receive the invoice while your field agent is still standing in their home. 

Step 5: Reduce Time Chasing Late Payments with Automated Reminders

Not many things are more frustrating for a business owner than having to chase money they’re owed for a service they’ve already provided. When this happens, you have to get your office workers to spend time chasing money when their time could be better utilised if customers paid when they should. Workever’s automated reminders will mean your staff will no longer have to do this.

Instead, when payment is due, your customers will automatically be notified via SMS or email, meaning payments can be chased without human effort. This can drastically improve the cash flow of your business, as money comes in when it should be, which is crucial to be able to survive or grow as a company. This can also prevent customers from having to get in contact with your business to query when payments are due, which can save them time and your staff time having to answer these types of enquiries.

Step 6: Integrate Your Tools for a Fully Connected Workflow

The likelihood is you’re already using tools that have helped improve the way your business operates. We understand this and have designed our software to be able to integrate with other tools to make your life even easier. We don’t expect you to stop using something that’s already adding value to your business.

A connected workflow allows for seamless job management from start to finish, which is why Workever’s software can integrate with QuickBooks and Xero to improve accounting, Stripe to receive faster payments and Google Calendar and Excel to help improve administration tasks.

So to summarise, introducing Workever’s software into your business can help you and your staff’s jobs become easier. Your customers also benefit, as they will be getting a better service from your company. 

Our software is easy to integrate and has been designed to be used by anyone regardless of their skill level so your workers should have no issues using our app. Sign up today for our 30-day free trial and see firsthand how Workever can improve your trade business.