How to Simplify Job Management as an Electrician

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Running an electrical business can be a difficult task, as it’s not just about fixing wiring and installing circuits. There’s much more that goes into running a business, such as managing job schedules efficiently, keeping on top of all the paperwork and communicating effectively with staff and customers. 

Keeping on top of all of these tasks can be overwhelming, but it’s essential to run a successful business. Workever has the job management software that will help you simplify these tasks, saving you stress and time.

Step 1: Optimize Scheduling with Smart Job Assignments

Whether you run a small business or a large business with a high number of staff, managing and assigning jobs can be a logistical nightmare, and having to work out which electrician is free for which job can be a time-consuming task. 

However, using Workever’s software makes it quick and simple to assign work. You’ll no longer have to look through each individual calendar; instead, you can use our drag-and-drop scheduler, which will allow you to assign work to the available technician in a matter of clicks. 

Your field agent will then be automatically updated with the change to their schedule, ensuring communication is quick and efficient. This will help save time while also ensuring there are no errors in double bookings or missed appointments. 

You’ll also have access to your electrician’s real-time location through our GPS tracker. This will allow you to respond to emergency appointments efficiently, as you can send the closest available electrician to the job.

Step 2: Go Paperless with a Cloud-Based Job Management System

Whether it’s you, your office staff or your field agents, filling out paperwork can be a nuisance, and it’s time-consuming for all members of your staff. Using Workever’s cloud-based platform means you won’t ever have to worry about filling out or storing paperwork ever again.

Instead, your electricians will be able to use our mobile app to log job details, take and upload photos and even get customer signatures. And because it’s cloud-based, all the information is automatically synced, so your office staff will get instant access. This means your electricians can spend less time completing admin tasks and more time completing electrical work.

Step 3: Improve Communication Between the Office and Field Staff

A business without clear and effective communication is a business that will struggle to be a success regardless of the industry they operate in. Communication is one of the most important aspects of a business and without it, mistakes can happen, jobs can be delayed and customers can end up unhappy with the service they’ve received.

Workever’s software has been designed to enhance communication for its users to help streamline tasks and prevent issues from occurring. Whether that’s field agents receiving instant notifications about schedule updates or customers having access to the portal so they can be kept in the loop of job progress. 

Your office staff will no longer have to spend precious time updating your electricians or customers of important information, as they’ll receive it in real time through our app.

Step 4: Automate Invoicing and Get Paid Faster

Manually sending out invoices can be a time-consuming task, which can have a negative impact on your business. With delays in sending out invoices or receiving late payments from your customers, your cash flow can be affected. Workever’s software makes it quick and easy to send invoices, which means you can get paid just as quickly.

Your electricians will be able to change a job into an invoice in a couple of clicks, meaning they can send it to your customer while they’re still stood in their premises, so your customer has the ability to pay straightaway. 

You’ll also be able to save time when it comes to batch invoices, as you can process multiple jobs at once and Workever’s platform can also be integrated with other software such as QuickBooks or Xero to make it easier to keep on top of accounting.

Step 5: Track Jobs and Field Workers in Real Time

Ever wanted to know exactly where your field workers are? With Workever, you can keep on top of productivity and ensure jobs are completed on time. Workever software allows you to do exactly that in real time to help you improve your business’s time management. 

Your electricians can update job statuses via the app while on the go, meaning you can view the live progress of every job your technicians are working on. The live location of your field agents not only allows you to keep track of your workers’ productivity but also allows you to respond quickly and efficiently to emergency appointments, ensuring you satisfy your customers’ needs.

Step 6: Integrate Workever with the Tools You Already Use

We understand that there’s other software and applications you use on a daily basis that help your business operate more effectively. This is why we designed Workever’s software to integrate with other tools you use. 

So whether it’s syncing your Google Calendar to help with scheduling or exporting jobs on Excel for record-keeping, our software will allow you to do that. You can even integrate Stripe to help receive and process payments quicker. 

So to summarise, managing an electrical business doesn’t have to be stressful. By using our software, you can forget about paperwork and unnecessary phone calls and instead focus on growing your business to the next level. Why not take advantage of our free trial today and see exactly what your business has been missing out on?

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