If you’re an owner of a trade business, then you know the importance of balancing job management tasks in order to run a successful company. This can often present challenges that can be hard to overcome. 

Workever is a digital software that can help trade businesses overcome the daily challenges their company has to face. Our software can help your trade business be more efficient and take it to the next level.

Step 1: Work from Anywhere with Cloud-Based Job Management

You are probably used to running your business from inside your office on your premises. This probably means you spend long hours sitting at your desk and then when you are working the field, you always need to make sure you’re back to catch up on paperwork. Workever’s cloud-based software means you can run your business from anywhere at any time.

With our mobile field service app, you and your staff will be able to work on the go as long as they have access via a smartphone or tablet. Our app even works offline, which means if your field workers are on a job in a remote location without sufficient internet connection, they will still be able to view job information as it’s automatically synced to the cloud, preventing any delays in their work.

Step 2: Convert More Quotes into Jobs with a Streamlined Process

As a business, it’s important you can convert quotes into jobs as quickly as possible. More traditional ways of manually handling quotes can have errors and cause delays, which can often lose you customers. Workever has a digital solution for you to prevent these issues while making the process simpler and quicker for your staff.

Our quoting software means that in a couple of quotes, your field agents will be able to generate a quote for your customers while they’re standing next to them. This quote will be sent to the customer via SMS or email so they have their own copy immediately. If the customer is happy with the quote, your field agent will be able to convert it into a job in a matter of clicks, meaning you can gain business quickly and efficiently.

Step 3: Smart Scheduling to Maximise Efficiency

Correctly and efficiently completing scheduling is one of the most important tasks for any trade business. The likelihood is that if you’ve had your business for some time, you would’ve experienced different issues as a result of incorrect or complicated scheduling. With Workever, you’ll never have to worry about double booking or failing to turn up to an appointment ever again.

Our drag-and-drop tool makes it easy for you and your office staff to assign a job to the correct technician. You won’t have to scan through each individual calendar or different spreadsheets; instead, in a matter of seconds, jobs will come in and immediately be assigned. You’ll also benefit from our GPS tracking, which will make scheduling more efficient. 

With access to the live location of each of your field agents, you’ll be able to assign jobs close to their location so more time is spent on the job and less time on the road. This feature will allow you to be more productive as a business by responding quickly and efficiently to any emergency jobs.

Step 4: Track Jobs in Real-Time to Improve Service Quality

Having good communication between your office staff and field workers is essential for the smooth running of a business. However, it’s not always easy, as field workers can struggle to get in contact with field workers, as they’re busy on the go and servicing customer’s needs. Workever’s job management software means you won’t ever have to call your field agents again to get an update on a job.

Instead, your technicians will be able to add notes, take photos and even get customer’s e-signatures all through our app. This will be synced automatically, meaning you and your office staff will be able to get real-time job updates without having to get in contact with your staff.

Step 5: Keep Customers Informed Automatically

Good communication between your business and your customers is very important for your reputation. When communication is poor, customers can be left unsatisfied with the service they receive, which can negatively impact your reputation and prevent the chances of recurring business in the future.

Our software ensures your customers are informed automatically so communication is always at the highest levels. Whether it’s automatic notifications to inform them of an upcoming appointment or to remind them payment is due, your customers will be kept in the loop. They’ll also be able to access job statuses via their customer portal, which means they are always kept informed and prevents your office workers from having to spend valuable time answering customer queries.

Step 6: Get Paid Faster with Seamless Invoicing and Payments

One of the biggest issues a trade business can face is delays in payment. Not being paid on time for the work you’ve completed can result in cash flow issues for your business. It can also be a frustration to customers who have to wait days to receive an invoice when they just want to pay and get it out of the way.

Workever’s software solves these issues for you. Your office staff will no longer have to wait to receive the relevant information to process and invoice; instead, your field agents will be able to do it without it holding up their day. In a matter of clicks, your field agent will be able to send out an invoice to the customer while standing next to them. Speeding up the invoice process can mean you receive payment quicker and cash flow issues become a thing of the past.

To summarise, implementing Workever’s tradesman software can help streamline your business. Not only will you and your staff see the immediate benefits but your customers will also be getting a better overall experience when using your business. Sign up for our 30-day free trial today and see how your business improves.