If you’re an owner or manager of a trades business who is looking to grow in your industry, then you should be considering upgrading how your business operates. With a growing workload, fierce competition and rising customer expectations, a lack of change can leave your business being left behind.
More traditional methods of completing daily tasks can be time-consuming and cause errors in work. That’s why introducing a job management software like Workever can be the modern solution to make your business more efficient and help you grow to the next level.
Centralised Job Management: From Quote to Invoice
The amount of paperwork involved from quoting a customer to providing them with an invoice isn’t necessary and is taking up valuable time for your staff. By implementing our software into your workforce, you and your staff won’t have to worry about paperwork again. Instead, our field management software tracks everything from the initial job to completion and invoicing. It’s been designed to simplify tasks so your field agents can better utilise their time.
Our mobile field service app makes it quick and easy to create a quote and only takes a couple of clicks to convert it into a job. Once the work has been carried out, the job can be converted into an invoice in a matter of seconds, meaning your customers are no longer waiting around for their invoice to arrive. With faster invoicing, you’ll receive payment faster, meaning cash will always be flowing into your business.
Scheduling & Team Coordination: Keep Everyone on Track
Scheduling can be a difficult task to get right if you don’t have the correct resources to aid you, and making mistakes when it comes to scheduling can set your business back. If you’re missing appointments or making double bookings, your reputation can decline quickly. With Workever, you won’t have to worry about these issues, as scheduling is made easy.
With our drag-and-drop scheduler, you’ll be able to assign jobs to available technicians in a matter of seconds. You’ll also be able to view the live location of every member of your field agents with our GPS tracker. This feature will allow you to take your scheduling to an entirely new level, as you’ll be able to assign work based on location. This will allow you to reduce the amount of time each field agent has to spend travelling between jobs, which will increase the amount of work they’re able to complete each day. Your efficiency will increase, bringing in more revenue for your trade business.
Using our GPS tracker will also allow you to respond quicker to emergency appointments when they arise, meaning you can ensure your customer’s issue is resolved as quickly as possible by sending out the closest available field agent.
Mobile Functionality: Power in the Palm of Your Hand
With Workever’s mobile app available on iOS and Android, you and your team will be able to work from anywhere at any time as long as you have a smartphone or tablet. This means your field agents will be able to access everything they need for their job, regardless of their location.
Our app even works offline, which means if your technicians are in a location without any internet service, they’ll still be able to view the job details and complete the work without any delays.
Having access to our software through a smart device speeds up several processes for your business. Your field agents will be able to take photos, make notes and even get customers signatures all through their device. This data is automatically synced to the cloud, which means office staff will be able to access the information immediately instead of waiting for job sheets to come in at the end of the day.
Better Communication & Customer Experience
One of the most important aspects of growing your business is providing a good customer experience. Clear communication, along with providing a good service, will see your reputation grow and customers continue to use your business in the future over your competitors.
Workever’s software helps improve communication between your business and your customers through automated messaging. Your customers will receive notifications via email or SMS for appointment and payment reminders.
Your customers will also have access to their customer portal, which will allow them to view job updates, invoices and documents. This all-round improved experience ensures customers are receiving the best possible service and are left satisfied when using your business.
Streamlined Payments & Accounting Integration
For a trade business to be able to grow, it needs to have a good cash flow. With Workever’s software making it easy to send an invoice in one click and receive payments via mobile or web, it helps ensure you’re not waiting forever to get paid for the work you’ve already carried out. With money consistently coming into your business on time, it allows you to make important decisions that keep your business growing.
Workever’s software can also be integrated with other tools to help improve processes further. So if you want to use Stripe for faster payments, you can do so with Workever. Accounting tools can also be integrated, such as Xero or QuickBooks. This means data will automatically be synced from Workever to your accounting tool to prevent manual entries being required, which will reduce the chances of errors.
So to recap, choosing to introduce Workever’s job management software will help streamline a number of tasks, allowing your business to be more efficient and grow at a faster pace. It won’t just have a positive impact on your business, but your staff and customers will benefit as well.
Your employees won’t have to spend as much time on admin tasks and can spend more time utilising their true skills. Your customers will benefit from improved communication and service, which can increase the chances of future business.
So why not sign up for our 30-day free trial today, where no credit card is required and you can see firsthand how our software will improve your business?
