Running your own trade business can be rewarding; it comes with many different stresses and challenges on a day-to-day basis. Scheduling and managing jobs, meeting customer needs and keeping on top of finances can be overwhelming tasks, but they don’t have to be.
Introducing Workever’s job management software can streamline your operations and take your business to the next level.
Understanding the Challenges of a Trade Business
Trade businesses can face different challenges each day but one thing they have in common is they all prevent the business from growing and being successful at a quicker pace. Scheduling through spreadsheets or paper calendars can cause errors to occur. Using paperwork for job sheets can cause them to get lost or misplaced. Difficulty communicating among staff can see issues pop up around appointments and what work is required. The challenges cost a business time and money and can have a negative impact on your reputation. Workever’s software has a digital software which can resolve these issues and make job management less stressful.
How Job Management Software Can Reduce Stress
Centralised Job Scheduling
Job scheduling is one of the most important tasks for any trade business. It ensures the business runs smoothly and appointments are attended. Many businesses face errors in scheduling, such as missed appointments or double bookings, as they’re still stuck using more traditional methods.
With Workever, job scheduling is quick and easy. Our drag-and-drop scheduler means you can assign work in a matter of seconds. With the ability to view your field agents’ live location with our GPS tracker, you can schedule more efficiently. This can help you assign jobs based on location, meaning your technicians spend less time on the road where they can have the stress of facing certain delays and more time on site where they can put their skillset to better use.
Automated Invoicing & Payments
Some businesses struggle to thrive because their invoicing and payment systems aren’t as good as they could be. Poor invoicing often sees delays in receiving payment, which can negatively impact a business’s cash flow. Workever’s management software helps prevent these issues from occurring.
With us, invoicing is quick and easy. Your field agents will be able to convert a job into an invoice in a matter of clicks, meaning your customers can receive their invoice while your field agent is still on site. Instant invoicing gives the opportunity for your customers to pay there and then, which will improve your cash flow and prevent having to chase payments later.
Real-Time Mobile Access
As long as you and your staff have access to a smartphone or tablet, you’ll be able to work from anywhere on our mobile field app. Our app will even work offline, so if your field agents are on a remote job where the internet connection is poor, they’ll still be able to access the job information and complete their work without facing any potential delays.
Improved Communication
Communication can be one of the biggest stresses for any business owner. Without clear and precise communication, mistakes are made which can cost a business valuable time and money. It can also lead staff to be left frustrated and customers needs not being met.
With our software, both your staff and customers will receive instant notifications to ensure communication is clear and effective. Every time a change is made to your field agents’ schedule, they’ll be notified automatically so there is no need for your office staff to have to get in contact with them. Your customers will automatically be sent appointment reminders to ensure they’re in when your field agent visits. They’ll even be notified automatically when payment is due, which saves your office staff from having to chase money.
The Benefits of Workever for Trade Businesses
User-Friendly Interface
Our software has been designed to be user-friendly so anyone can use it regardless of their skill level. Whether it’s your office staff or your field agents, they’ll be able to implement Workever’s software to improve their daily tasks. It’s so easy to use that there is no intensive training required but will still provide in-app assistance so if you or any of your staff need support or questions answered, we’ll be there to help.
Cloud-Based Access
Workever’s software is cloud-based, meaning it can be accessed from any location. So when your field agents are onsite, they’ll be able to add notes, take photos and even get customers’ e-signatures when completing jobs. Your office staff will no longer have to wait for a job sheet to get back to the office; instead, they’ll be able to access it instantly, as all information is synced automatically to the cloud.
Seamless Integration
If you’re already using tools in your business to improve how you operate, then you’ll still be able to use them with Workever. This is because we designed our software to be able to integrate with other tools to give you all-around improved service.
So whether you want to integrate Google or iCloud Calendar to help with scheduling or QuickBooks or Stripe to improve accounting and payments, you can with Workever.
Time-Saving Features
One of the main focuses when designing our software was to save businesses time when completing tasks. By saving you and your staff time completing admin tasks, you can better utilise your time to help your business strive and grow.
Whether it’s sending out invoices in a couple of clicks, receiving job details as they’re recorded or being able to simply schedule jobs the second they come in, Workever allows you to do this without it heavily impacting your day.
To recap, if you or your staff can feel the stress of running a trades business, then Workever’s management software can make your and your staff’s jobs easier. By simplifying and automating certain tasks, it takes stress away from your staff and allows them to focus on more meaningful work. So why not sign up for our 30-day free trial today and see firsthand how your business can benefit?
