If you’re the owner of a plumbing business, then you’ll know that there are a number of tasks you face on a daily basis that need to be completed in order to successfully run your company. Many of these tasks can be very time-consuming, not only for you but also for your staff.
Workever has the software for plumbers that allows them to streamline operations, improve efficiency and help your business grow to the next level.
Step 1: Digitise and Automate Job Scheduling
Many plumbing businesses up and down the country still rely on manual job scheduling. This means they spend more time than they have on assigning jobs and checking calendars. The manual approach can see human errors occur, which means jobs can get double booked and no-shows can happen.
When using Workever’s digital management software, these issues are a thing of the past. Our drag-and-drop scheduler helps ensure the right plumber is assigned to the right job based on their location and availability.
Your plumbers will receive automatic notifications of changes to their schedule so your office staff won’t need to worry about getting hold of them in order to keep them updated. Even your customers will receive automated reminders regarding their appointments, which can help prevent your plumber from turning up and nobody being home.
Our app will also allow you to view the live location of every plumber using the GPS tracking. This will allow you to manage your plumber’s time efficiently and ensure they spend as little time as possible travelling between jobs.
No doubt you also have regular emergency appointments to respond to; well, GPS tracking will allow you to get the closest available plumber out to your customer so you can service their issues as promptly as possible.
Step 2: Improve Communication Between Office Staff and Plumbers in the Field
Clear and precise communication is one of the most important aspects in order for a business to be successful. Whether it’s workers communicating with each other or your staff communicating with your customers, you need to ensure it’s done to the highest standards. Poor communication can lead to errors in work, dissatisfied customers and frustration among your workers.
With your plumbers constantly on the go, it can be difficult for you and your office staff to keep them updated. With Workever’s cloud-based software, all information is updated and shared in real time. This means you’ll no longer have to speak to your plumbers for updates on jobs, as it will be there for you to view in an instant. All you have to ensure is that your plumbers have access to our app via a smartphone or tablet.
Step 3: Ditch Paperwork with Digital Job Management
Whether it’s lost or misplaced job sheets, filing cabinets taking up valuable office space, or staff spending too much time completing admin work, paperwork is to blame. Your plumbing business will no longer have to worry about paperwork if you switch to Workever’s digital job management software instead.
Going paperless means your plumbers will be able to instantly upload notes and photos regarding the job, and you and your office staff will be able to get instant access as it’s automatically synced to the cloud. Not only does this speed up the process, but it can also improve communication and reduce errors as you use a single digital system for job tracking.
Step 4: Automate Customer Notifications and Reminders
As a business owner, it can be very frustrating seeing the amount of time your office staff spend answering simple queries from your customers. Your office staff can often feel like they haven’t done anything with their day other than updating customers on appointments and job statuses. Obviously this is important, as missed appointments can cost your business money, but there are more efficient ways to keep your customers notified.
Workever’s software will automatically send your customers appointment reminders to help ensure they’re in when your plumber knocks at their door. Your customers will also be able to keep track of job progress through the customer portal we offer. Not only does this free up time for your office staff to complete more valuable work but it also enhances the service and experience your customers receive from your business, which can be a great way to secure future work.
Step 5: Streamline Invoicing and Payment
Once the work has been completed, all the customer wants is to receive the invoice and make payment. As a business owner, you should want to get an invoice to the customer as quickly as possible so you can receive payment for the work you’ve completed. However, with manual processes and often office staff sending invoices in the post, it can take days.
With our digital invoicing tools, your plumber can convert a job into an invoice in a matter of clicks, which means your customers can receive the invoice and even make payment while your technician is still standing in their home. Not only does this speed up processes and avoid your plumber wasting valuable time on admin tasks but it can also improve the cash flow of your business as you receive payments faster.
Your customers will even be automatically notified when payments are due, which means your office staff won’t have to spend valuable time chasing customers for payments. You’ll also be able to integrate accounting software such as QuickBooks or Xero with our system to help streamline invoicing and payments even further.
By now, you should have a clearer understanding of how our software can help make your plumbing business an even bigger success. Workever’s management software has been designed to be user-friendly, meaning you don’t have to worry about how long it will take for you and your staff to get up to speed with a new system. There is no extensive training required, as it’s simple to use regardless of the skill level, but we still provide in-app assistance in case you get stuck or need any questions answered. So if you’re ready to improve efficiency and streamline your plumbing business, sign up for our 30-day free trial today.
