If your field service business is still using paperwork, then it could be time to switch and step into the digital world. Owning and running a trade business can be stressful, and sticking to more traditional methods to complete processes and tasks can add to it. 

Paperwork can cause a number of issues, from lost documents to slow invoicing and much more. If you’ve been wondering how you can help grow your business and continue to compete in your industry, then making a simple switch and going paperless can help you do that. 

Workever has a job management software that will allow you and your staff to complete tasks quickly and efficiently without the need to use paper.

The Hidden Costs of Paper-Based Field Service Operations 

Because you’ve been using paperwork forever, you probably don’t realise the number of hidden costs you face by continuing to use it. The likelihood is that your field agents have various different paperwork with them when visiting customers. Whether it’s job sheets, quotes or invoicing, these all have to be filled out by your technician, which takes up time in their day, meaning they aren’t able to complete as much work as they should be able to, which costs your business money. 

You likely have to store important documents such as job reports. These documents take up filing space and also time. Your office staff will be wasting time storing and searching for documents in the endless number of files you have, when their time could be better utilised.

What Does It Mean to Go Paperless in Field Service?

Everything you currently use paper for can be replaced with Workever’s digital management software. Regardless of whether it’s your office staff or your field technicians, they’ll all be able to step into the digital world. 

So if your office staff currently use a paper diary for scheduling, which can cause errors such as double bookings or missed appointments, they’ll now be able to do this on our platform without having to worry about any mistakes. Your field agents won’t have to spend time ensuring they have the right job jobsheet, timesheet or invoice with them, as they’ll have access to digital versions through our mobile field service app. 

So as long as they have a smartphone or tablet, they can complete important admin tasks through our app without ever having to worry about paperwork again.

Key Benefits of Going Paperless

Increased Productivity

With Workever’s drag-and-drop scheduling and GPS tracking, your productivity can improve instantly. By using Workever, your scheduling team will be able to assign work in a matter of seconds using our drag-and-drop scheduling tool, saving them so much time completing the task. 

They’ll also be able to view the live location of every field agent through our GPS tracker. This will allow your business to schedule work based on location. So you can ensure your field agents spend as little time as possible travelling between jobs and more time on-site completing work, which will improve the overall productivity of your business.

Improved communication

It can sometimes be difficult for your office staff and field agents to communicate clearly due to their conflicting and busy schedules. Miscommunication can lead to a number of errors, but with Workever’s software, you won’t have to worry about that. Your field agents will receive automated notifications every time a change has been made to their schedule, so they’re kept in the loop. This ensures there are no errors in communication and also saves your office staff time having to send an email or make a call to confirm the changes.

Speedy Invoicing 

Your current process for invoicing is probably delaying how quickly you receive payment for the work your business has carried out. With Workever you can put a stop to that. That’s because your field agents will be able to convert a job into an invoice in a matter of clicks, meaning your customers will receive their invoice immediately. 

Not only will you provide faster invoicing, but it also means you can receive faster payments, as your customer will be able to pay for the service you have delivered while your field agent is still in their home.

Better customer experience

If you’re wanting your field service business to be a success, it’s important you provide a good experience for your customers. Satisfying your customers can help build a good reputation for your business, which can bring in future work. With Workever, your customers will be able to use their customer portal to view job updates and track the progress. They’ll also benefit from automated notifications for things such as appointment and payment reminders to enhance their experience even further.

How Workever Supports the Paperless Transition

The transition from using paperwork to fully stepping into the digital world may seem daunting but with us it isn’t. At Workever, we’ve designed software that is easy to use regardless of the skill level. This means everyone from your office staff to your oldest, most loyal tradesperson will be able to use our platform with ease. 

There is no lengthy training period, so it won’t take up valuable time, and we also have in-app assistance so you or your staff can ask any questions should you ever need to. We even offer you the option to book a free demo so we can show you firsthand how you can benefit, or if you prefer, you can sign up for our 30-day free trial and start benefitting straightaway without even having to put down credit card details.

So to summarise, if you’re finally ready to take the leap and go paperless, then Workever has the digital solution for you. Remember it’s not just you who benefits, but your staff and customers will as well. 

Admin tasks will be completed in a quicker time with fewer errors, and your reputation will grow as the service you provide to your customers improves. So if you want to increase productivity and improve communication, along with much more, sign up for Workever today.