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34
BASE
Priced per user
Most Popular
ULTIMATE
Priced per user
Add-Ons
Stripe Payments
Process credit and debit card payments from in the office or whenout in the field
Xero Accounting
Sync your data between Workever and Xero and have your invoices automatically sync to Xero
QuickBooks Accounting
Sync your data between Workever and Quickbooks and have your invoices automatically sync
Calendar Sync
Sync appointments directly to your personal calendar. Outlook, Apple, Google and exchange supported
Plan Features
BASE | ULTIMATE | |
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Job Management | ||||
Job creation | ||||
Recurring jobs
Save time by automatically creating jobs that repeat on a regular frequency
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Custom data fields | ||||
Custom job statuses
You can customise a job’s status to adapt to your company needs
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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
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Advanced job filtering
Filter your jobs by anything in the software
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Job reports | ||||
Scheduling & Planning | ||||
GPS Tracking & Map View
See all of your jobs and fieldworkers on a map
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Flexible Drag & Drop Scheduling tool | ||||
Timeline/Day/Week Views | ||||
Business Hours & Events | ||||
Advanced Filtering | ||||
Team Management |
Quotes, Invoices & Payments | ||||
Send branded quotes & invoices
Send professional quotes and invoices with your logo and companies details
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Convert quotes to jobs | ||||
Saved cost items for quick creation | ||||
One click job to invoice | ||||
Batch invoicing & statements
Add multiple jobs on a single invoice for a customer. Also send customers statements with outstanding costs
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Payment recording | ||||
Customer self pay by card on invoices
Send customers invoices with a link that can be paid by card
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Customer Management | ||||
Customer Creation | ||||
Sites & Locations | ||||
Custom Data Fields | ||||
Files, Notes & Images | ||||
Fast Document Review | ||||
Customer History | ||||
Billing & Statements | ||||
Full Customer Portal
Let your customers schedule appointments, view their jobs with you and take payments online through the customer portal
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Easy Online Service Requests |
Fieldworker Management | ||||
iOS & Android Mobile Apps | ||||
Works Offline | ||||
Capture Photos, Notes, Docs & Signatures | ||||
Time Tracking
Let fieldworkers track time on jobs
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Status Updates | ||||
Custom Fields | ||||
Quotes & Invoices | ||||
Permissions & Restrictions
Setup different permission levels for staff so that they see just what you need them to
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Card Payments | ||||
Mobile Timesheets & Expenses | ||||
Manager’s App | ||||
Form Filling
Fill in simple or complex forms electronically from the mobile App
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Timesheets & Expenses | ||||
Complete Timesheets from Anywhere
Both Fieldworkers and Office staff can easily fill in and manage weekly timesheets
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Capture Expenses | ||||
Batch Approve and View from Web
Once your staff have submitted timesheets, they will then be ready to approve or decline.
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Extract Timesheet Data via Excel |
Management Features | ||||
Roles and Permission Management | ||||
Excel Reports | ||||
View Email History | ||||
Customise Branding
Have all of your company documents on brand
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Custom Business Hours and Settings |
Integrations | ||||
Calendar Integration | ||||
Xero Accounting
Connect to Xero and sync your contacts, invoices and much more
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QuickBooks Accounting
Connect to Quickbooks and sync your contacts, invoices and much more
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Stripe Card Payments
Process credit and debit card payments in office and out in the field with our stripe Payments Add-on
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SMS Messaging
Send SMS Messages to your customers and fieldworkers based on conditions such as “on my way”
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Automated Email Messaging |
Forms | ||||
Forms Library with Templates | ||||
Use Pre-Populated Data
Use data already in the system to speed up form filling
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Fill in Forms Online & via Mobile App | ||||
Easy On Site Data Collection | ||||
Drag and Drop Custom Form Builder |
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
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Asset Register, Asset Templates & History | ||||
Connect Assets to Customers and Jobs | ||||
Create Service Contracts | ||||
Automatically Create Jobs for Contracts |
Other Key Features | ||||
Reminders
Our reminder systems mean that internal or service tasks never need to be forgotten
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Stock Management
Have all of your stock in the system ready to be used and save your locations and stock levels
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Purchase Orders
Workever’s customisable and easy to use purchase order software gets supplies in your hands faster
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Compare Plans
Helping businesses just like yours
Great software for our nationwide team
With steady growth and incline in customers, we approached Workever. We rapidly went from dis-organised excel files to one centralised, organised system that our entire enterprise now operates on.
Miles Ward
Spalls Nationwide Cleaning & Facilities
It’s really easy to use!
We now have everyone working digitally, we can plan in advance, and the technicians can easily see what’s going on all the time, so changes to schedules are no longer a problem. The technicians no longer have to keep coming into office.
Mike Philbin
Manager at Nu-Life Floor Care Ltd
50% reduction in paperwork!
The Workever and Xero integration has helped us eliminate the need to double enter data. I love the fact I can invoice in Workever and all of my data automatically appears in Xero. It’s brilliant!
Michelle Avis
Office Manager at Drains Ahead
Frequently Asked Questions
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.