More than 2-10 staff? See our 11-50 tailored pricing
Desktop / Web App | Mobile / Field App | |
|---|---|---|
Job Management | ||
Job Creation |  | |
Recurring Jobs
Save time by automating the creation of recurring jobs
| | |
Custom Data Fields | | |
Custom Job Statuses
You can customise a job’s status to adapt to your company needs
| | |
Job Templates | | |
Files, Notes & Images | | |
All day Job Bookings
Book out an entire day so that you do not have to manually enter the start and end times
| | |
Advanced Job Filtering
Mobile App users can only filter jobs by status
| | |
Job Reports | | |
Web App | Field App | |
|---|---|---|
Job management | ||
Job Creation | | |
Recurring Jobs
Save time by automating the creation of recurring jobs
| | |
Custom Data Fields | | |
Custom Job Statuses
Save time by automating the creation of recurring jobs
| | |
Job Templates | | |
Files, Notes & Images | | |
All day Job Bookings
Book out an entire day so that you do not have to manually enter the start and end times
| | |
Advanced Job Filtering
Mobile App users can only filter jobs by status
| | |
Job Reports | | |
Desktop / Web App | Mobile / Field App | |
|---|---|---|
Scheduling & Planning | ||
GPS Tracking & Map View
With the visual scheduler you can see who’s available to take on the new job, and assign your workers with a simple drag- and-drop motion
| | |
Flexible Drag & Drop Scheduling tool | | |
Timeline/Day/Week Views | | |
Business Hours & Events | | |
Schedule Recurrance
Plan jobs daily, weekly, monthly and yearly; the system will keep your fieldworkers on time every time
| | |
Advanced Filtering | | |
Team Management
It takes seconds to add a new job, and the cloud-based solution will update everyone in instantly
| | |
Web App | Field App | |
|---|---|---|
Scheduling & Planning | ||
GPS Tracking & Map View
With the visual scheduler you can see who’s available to take on the new job, and assign your workers with a simple drag- and-drop motion
| | |
Flexible Drag & Drop Scheduling tool | | |
Timeline/Day/Week Views | | |
Business Hours & Events | | |
Schedule Recurrance
Plan jobs daily, weekly, monthly and yearly; the system will keep your fieldworkers on time every time
| | |
Advanced Filtering | | |
Team Management
It takes seconds to add a new job, and the cloud-based solution will update everyone in instantly
| | |
Desktop / Web App | Mobile / Field App | |
|---|---|---|
Quotes, Invoices & Payments | ||
Send Branded Quotes & Invoices
Quickly build quotes for customers, including costs and any attachments you need to provide
| | |
Convert Quotes to Jobs | | |
Payment Recording | | |
One-click Job to Invoice
The job, with all your customer’s information, will be set up for you automatically
| | |
Save Cost Items for Quick Creation | | |
Batch Invoicing & Statements | | |
Customer self-pay by card on Invoices | | |
Web App | Field App | |
|---|---|---|
Quotes, Invoices & Payments | ||
Send Branded Quotes & Invoices
Quickly build quotes for customers, including costs and any attachments you need to provide
| | |
Convert Quotes to Jobs | | |
Payment Recording | | |
One-click Job to Invoice
The job, with all your customer’s information, will be set up for you automatically
| | |
Save Cost Items for Quick Creation | | |
Batch Invoicing & Statements | | |
Customer self-pay by card on Invoices | | |
Desktop / Web App | Mobile / Field App | |
|---|---|---|
Customer Management | ||
Customer Creation | | |
Sites & Locations | | |
Custom Data Fields | | |
Files, Notes & Images | | |
Fast Document Review | | |
Customer History | | |
Billing & Statements
Your customers can see all of their quotes whenever they want and approve them if you give them permission
| | |
Full Customer Portal
Let your customers schedule appointments with you online through the customer portal
| | |
Easy Online Service Requests | | |
Web App | Field App | |
|---|---|---|
Customer Management | ||
Customer Creation | | |
Sites & Locations | | |
Custom Data Fields | | |
Files, Notes & Images | | |
Fast Document Review | | |
Customer History | | |
Billing & Statements
Your customers can see all of their quotes whenever they want and approve them if you give them permission
| | |
Full Customer Portal
Let your customers schedule appointments with you online through the customer portal
| | |
Easy Online Service Requests | | |
Desktop / Web App | Mobile / Field App | |
|---|---|---|
Fieldworker Management | ||
iOS & Android Mobile Apps | | |
Works Offline | | |
Capture Photos, Notes, Docs & Signatures | | |
Time Tracking
You’ll be able to track their progress on a job, stay updated on their location, and see when they’re on the move.
| | |
Status Updates | | |
Custom Fields | | |
Quotes & Invoices | | |
Permissions & Restrictions
Different companies require their fieldworkers to interact with their clients in many different ways. Workever allows you to control this easily
| | |
Card Payments | | |
Mobile Timesheets & Expenses | | |
Manager’s App | | |
Form Filling Create a form and it’ll be there ready for your next job | | |
Web App | Field App | |
|---|---|---|
Fieldworker Management | ||
iOS & Android Mobile Apps | | |
Works Offline | | |
Capture Photos, Notes, Docs & Signatures | | |
Time Tracking
You’ll be able to track their progress on a job, stay updated on their location, and see when they’re on the move.
| | |
Status Updates | | |
Custom Fields | | |
Quotes & Invoices | | |
Permissions & Restrictions
Different companies require their fieldworkers to interact with their clients in many different ways. Workever allows you to control this easily
| | |
Card Payments | | |
Mobile Timesheets & Expenses | | |
Manager’s App | | |
Form Filling Create a form and it’ll be there ready for your next job | | |
Desktop / Web App | Mobile / Field App | |
|---|---|---|
Timesheets & Expenses | ||
Complete Timesheets from Anywhere Both Fieldworkers and Office staff can easily fill in and manage weekly timesheets | | |
Capture Expenses | | |
Batch Approve and View from Web Once your staff have submitted timesheets, they will then be ready to approve or decline. | | |
Extract Timesheet Data via Excel | | |
Web App | Field App | |
|---|---|---|
Timesheets & Expenses | ||
Complete Timesheets from Anywhere Both Fieldworkers and Office staff can easily fill in and manage weekly timesheets | | |
Capture Expenses | | |
Batch Approve and View from Web Once your staff have submitted timesheets, they will then be ready to approve or decline. | | |
Extract Timesheet Data via Excel | | |
Desktop / Web App | Mobile / Field App | |
|---|---|---|
Management Features | ||
Roles and Permission Management | | |
Excel Reports | | |
View Email History | | |
Customise Branding
Make sure that all of your company documents are standardised and on brand
| | |
Custom Business Hours and Settings | | |
Web App | Field App | |
|---|---|---|
Management Features | ||
Roles and Permission Management | | |
Excel Reports | | |
View Email History | | |
Customise Branding
Make sure that all of your company documents are standardised and on brand
| | |
Custom Business Hours and Settings | | |
Desktop / Web App | Mobile / Field App | |
|---|---|---|
Integrations | ||
Calendar Integration | | |
Xero Accounting | | |
QuickBooks Accounting | | |
Stripe Card Payments
Process credit and debit card payments in office and out in the field with our stripe Payments Add-on
| | |
SMS Messaging Send SMS Messages to your customers and fieldworkers based on conditions such as “on my way” | | |
Automated Email Messaging | | |
Web App | Field App | |
|---|---|---|
Integrations | ||
Calendar Integration | | |
Xero Accounting | | |
QuickBooks Accounting | | |
Stripe Card Payments
Process credit and debit card payments in office and out in the field with our stripe Payments Add-on
| | |
SMS Messaging
Send SMS Messages to your customers and fieldworkers based on conditions such as “on my way” | | |
Automated Email Messaging | | |
Desktop / Web App | Mobile / Field App | |
|---|---|---|
Forms | ||
Forms Library with Templates | | |
Use Pre-Populated Data
All the field forms that you set up will appear in the mobile app as easy-to-use options.
| | |
Fill in Forms Online & via Mobile App | | |
Easy On Site Data Collection | | |
Drag and Drop Custom Form Builder | | |
Web App | Field App | |
|---|---|---|
Forms | ||
Forms Library with Templates | | |
Use Pre-Populated Data
All the field forms that you set up will appear in the mobile app as easy-to-use options.
| | |
Fill in Forms Online & via Mobile App | | |
Easy On Site Data Collection | | |
Drag and Drop Custom Form Builder | | |
Desktop / Web App | Mobile / Field App | |
|---|---|---|
Asset Management & Service Contracts | ||
View Assets on jobs | | |
Centralise all your Asset Data
Keep track of every asset you handle with the asset tracker and you’ll never have to worry about one falling through the cracks again
| | |
Asset Register, Asset Templates & History | | |
Connect Assets to Customers and Jobs | | |
Create Service Contracts | | |
Automatically Create Jobs for Contracts | | |
Web App | Field App | |
|---|---|---|
Asset Management & Service Contracts | ||
View Assets on jobs | | |
Centralise all your Asset Data
Keep track of every asset you handle with the asset tracker and you’ll never have to worry about one falling through the cracks again
| | |
Asset Register, Asset Templates & History | | |
Connect Assets to Customers and Jobs | | |
Create Service Contracts | | Create Service Contracts |
Automatically Create Jobs for Contracts | | |
Desktop / Web App | Mobile / Field App | |
|---|---|---|
Other Key Features | ||
Saved Costs & Stock Management Mobile Users can only add saved cost items and stock items to Jobs and Quotes | | |
Purchase Orders Workever’s customisable and easy to use purchase order software gets supplies in your hands faster | | |
Reminders
Our reminder systems mean that internal or service tasks never need to be forgotten
| | |
Web App | Field App | |
|---|---|---|
Job management | ||
Job Creation | | |
Recurring Jobs
Save time by automating the creation of recurring jobs
| | |
Custom Data Fields | | |
Custom Job Statuses
Save time by automating the creation of recurring jobs
| | |
Job Templates | | |
Files, Notes & Images | | |
All day Job Bookings
Book out an entire day so that you do not have to manually enter the start and end times
| | |
Advanced Job Filtering
Mobile App users can only filter jobs by status
| | |
Job Reports | | |
Overall it’s a great product, and it continues to evolve, we will definitely continue using this product for the coming years.
It works perfectly for us as we need a solid system in place as we do multiple jobs in one day, with multiple engineers, and we need an efficient end to end process to quote, schedule and invoice work. This ensures this process and nothing falls through the cracks!
Electrical Contractor
Overall it’s a great product, and it continues to evolve, we will definitely continue using this product for the coming years.
It works perfectly for us as we need a solid system in place as we do multiple jobs in one day, with multiple engineers, and we need an efficient end to end process to quote, schedule and invoice work. This ensures this process and nothing falls through the cracks!
Electrical Contractor
There are two ways to get started, you can start a free 30 day no obligation trial which allows you to try all the features we have to offer.
If your team consists of 3 or more members, you can also schedule a free online demo. During this session, a product expert will demonstrate how our software can benefit your business and address any queries you might have.
We offer a free, no obligation 30 day trial that includes all features on request. You can start a free trial here. At the end of the trial you can keep your account and subscribe if you’re happy with the software.
It’s upto you! We have month to month plans with no contracts or we offer annual plans, with a saving of up to 15% on your subscription.
Yes! You pay a price per user license per month. Check our pricing page for current pricing. This cost covers all hosting, storage, maintenance, and support fees.
A user license is either a desktop administrator working in the office or a mobile Fieldworker based out in the Field. Users can also be both if required without an extra cost.
Yes. You can set a user up to have access to the fieldworker mobile app and the desktop office software, you don’t need to purchase two licences for this.
The software has been designed with ease of use at the forefront. Staff will be able to use the system straight away with limited help. We also have guides and videos to help you get started. If you need any further training or have custom requirements this can be arranged by contacting us.
Yes. You can import customers and your stock list via Excel file. We provide templates for these that you populate. If you are using accounting software Xero or Quickbooks you can also import your chart of accounts, stock, customers and tax rates automatically.