Running and managing a plumbing business can be stressful, especially when you don’t have the right tools to aid you. Manually keeping on top of schedules, jobs, and invoices can be a time-consuming task, but using job management software can help you and your team complete important day-to-day tasks with ease. Workever’s plumbing management software will improve the efficiency of your business and help take it to the next level.

Step 1: Digitise Your Scheduling Process

Manual scheduling methods could be exactly what’s holding your plumbing business back. If you and your team still schedule work by using paper or whiteboards and communicate updates via the telephone, then you’re wasting valuable time. Not only does it take longer to complete this task than it should, but it can also lead to errors, such as delays or missed jobs.

Workever’s job scheduling software makes it quick and easy to assign jobs and reduces the chances of errors occurring. Our drag-and-drop scheduler means you can assign work to the available field technician in a matter of clicks. You’ll also be able to view the location of your workers, which will allow you to minimise the amount of time your field workers spend on the road and maximise the amount of jobs they can complete in their day, bringing in more revenue to your business.

Step 2: Empower Your Field Team with Mobile Apps

Your field workers have busy days on the road, jumping from job to job. Ensuring their vans are stocked up with the right tools and equipment is stressful enough without having to worry about whether they have the right paperwork with them. Workever’s field service management software will not only help your office workers, but also your field agents.

As long as your plumbers have a tablet or smartphone, they’ll be able to use the Workever mobile app on iOS and Android. They’ll no longer have to worry about carrying the correct job sheets; they won’t have to call office staff to check their schedules, and they won’t need to make unnecessary trips to the office to drop off paperwork. 

Instead, they’ll be able to do it all through the Workever app. The job details your plumbers input onto the app will automatically be synced to the cloud, meaning your office staff will be able to access the information immediately. 

Your plumbers will also receive automatic notifications regarding updates to their schedules, which reduces the chances of miscommunication.

Our app will even work offline, meaning if your field worker is on a job in a remote location with poor internet coverage, they’ll still be able to view the job details, which will allow them to complete the work without any delays.

Step 3: Centralise Customer & Job Information

If your business uses the more traditional methods of storing customer and job information on paper, then you’ve probably already experienced your fair share of issues that come with operating this way. Finding enough filing space to securely store paperwork and then trying to find the relevant documents when you need to can be a nightmare and a time-consuming task. By going digital with Workever, you’ll never face these kinds of issues again.

Our software will allow you to store all of your customer details, job information, quotes and documents securely in a centralised database. This means both your office and field workers will be able to instantly access the information they require regardless of their location. It allows your whole workforce to deal with customer queries more efficiently and provide an all-around better experience when using your business.

Step 4: Automate Customer Communication

Some trade businesses can overlook the importance of having clear and precise communication with their customers. It’s not just about the service you provide or getting the job done as quickly as possible for the customer, but it’s also about how you communicate with them. You may feel your business already communicates efficiently with your customers, and that might be the case, but the likelihood is this can take up a lot of time for some of your staff.

Workever’s software means your office staff won’t have to spend time out of their day to make calls or send emails to customers regarding appointments or to chase payment. Instead, our software sends automatic communication via email or SMS for appointment reminders, job updates and reports and even payment reminders so your staff don’t have to. 

This can significantly reduce the time your staff have to spend completing admin tasks while also ensuring that your customers are kept updated, enhancing the service you provide to them.

Step 5: Simplify Invoicing and Payments

In the past, invoicing and payments have been an obstacle for many trade businesses. After completing the work, it can often take hours or days to send out an invoice, as office staff have to wait to receive the job forms from field workers before being able to send the invoice to the customer. This could often see a delay in payments, which has a knock-on effect on cash flow.

Our software ensures that invoicing and payments are simple. Your customers will no longer have to wait, as they’ll receive their invoice while your plumber is still with them. Through our app, your field workers will be able to convert a job into an invoice in a matter of clicks. 

Not only does this mean your office staff won’t have to waste time on this admin task, it also means you can receive payment quicker, which can improve the overall cash flow of your business.

So to summarise, if you’re looking to make your business more efficient while making it easier for your staff to complete their jobs, then Workever is the plumbing software for you. Paperwork, lengthy processes and unnecessary mistakes will be a thing of the past when you decide to use our digital platform. 

So, why not sign up for our 30-day free trial today and see firsthand how our software can improve your business?