HVAC BUSINESS MANAGEMENT SOFTWARE

Communicate instantly on a cloud based platform

Eliminate paperwork with cutting edge technology

Make smarter scheduling
decisions with GPS tracking

No credit card required – get started in seconds

Software for making businesses more efficient and more profitable

Workever is an industry leading HVAC software that can make your business more profitable with simple changes. Our cloud based platform enables faster and more effective communication between office staff and field teams, ultimately boosting productivity and customer satisfaction.

Integrate office and field operations

A disconnect between administrative staff, senior management and field workers is unfortunately common in HVAC companies, as the mobile nature of their jobs throws up barriers to communication. Workever’s cloud based platforms are designed to seamlessly integrate the operations of office-based and in-field professionals for better productivity.

When a new job is scheduled for a member of your field team, they instantly receive a notification on the app, complete with all job details. You can also automate an email with this information if you prefer. Office and field workers are kept in constant contact without the need for lengthy discussions or movement back and forth. Beyond aiding in scheduling, the GPS tracking tool is also an excellent field team management tool, allowing office staff to stay on top of timekeeping.

Simplify delivery of services

Providing great services to customers can be enabled by HVAC software and made incredibly easy with Workever.  Simplify the way heating, ventilation and air conditioning services are delivered across the board with intuitive scheduling tools and job management features.

  • Scheduling jobs for one or more of your field team is simple with the help of Workever’s visual drag and drop and GPS tracking mechanisms, encouraging office staff to make common sense decisions that save time, promote productivity and maximise the potential of your field team’s working day.
 
  • View your field team’s current position on the map and assign work based on who’s closest to reduce travel time between jobs.
 
  • When they arrive on site, your HVAC field staff can have additional capabilities to collect and share important information such as photos and customer signatures that allow them to sign jobs off on Workever.
 
  • Eliminate time-consuming paperwork and speed up your business process, while always keeping office staff in control of what permissions fieldworkers have.

Stay in the loop

The benefits of Workever’s cloud based platform also extend to the field team’s increased capabilities. Any data they collect on site will automatically sync back to the office, including getting jobs signed off, a change in job status or a collection of payment. This increased responsibility eliminates unnecessary dead time in your field team’s day and is always kept under the watchful eye of office staff.

Workever is designed to be used by all kinds of field service teams, regardless of technological ability. Our HVAC company scheduling software is a breeze to use, as it’s built around common sense, and job management is streamlined so that quotes can easily be converted into jobs once accepted, and jobs are turned into invoices once signed off.

If your field staff get stuck at any point, we have lots of resources available, including “how to” videos and guides, and they can also ask us questions from within the app.

Scheduling Jobs

Scheduling jobs to one or more members of your HVAC field team has never been easier with the help of Workever's intuitive visual tools. View your workers’ current positions on the map and use the drag and drop scheduling tool to make smarter decisions for your customers and staff alike.

Cloud Based Platform

The benefits of the cloud based platform work both ways. Office staff can afford permissions to your HVAC field team that streamline your business process and save significant time.

Reports

Once the job is complete, you can view or download a comprehensive PDF job report from the admin console, containing all the job details recorded since the beginning of the process.

Notifications

Once a job has been scheduled, the relevant field worker will instantly receive a notification on their Workever mobile app complete with all job details.

Sync Data

Field workers can record photos, notes and even customer signatures on site, allowing them to sign off jobs without the need for paperwork. Everything logged on the Workever app is automatically synced back to the admin console.

Excel File

This can be saved or exported as a excel file for reporting purposes or forwarded on to the customer, if required, via the Customer Portal.

WORKEVER CUSTOMERS

Trusted nationwide

Teams of every size, shape and kind have made Workever their software of choice. Find out why:

"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 also no longer have to keep coming into the office which increases our productivity and allows us to focus on jobs.”

Mike Philbin

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

WORKEVER SERVICES

Features designed for growing businesses

Quotes

Create and send professional Quotes to customer and convert more business

Log Jobs

Create a job or create a recurrence of jobs in seconds saving valuable admin time

Schedule

Instantly schedule jobs to the right person using the drag & drop scheduler

Invoice

Generate invoices and batch multi job invoices in seconds using data from jobs

Mobile Apps

Fieldworker mobile Apps for both iOS and Android that work both online and offline

Job Tracking

Create your own job statuses and work with field workers to update jobs instantly

Staff Locations

Track and view the location of your staff in real time on a map.

Forms

Fill in commercial & domestic compliance forms & others from the Field App

Contacts Database

Have your customers, suppliers and contractors in one organised system.

Stock & Costs

Manage stock items, as well as saved costs such as services.

Real time

See on a map where your fieldworkers are in real time

Real time

Integrate Workever with your accounting software and payment processing.

Connect with the tools you love

Integrate Workever with leading tools to help you reduce the amount of time you spend doing administration and data entry. With connections available for accounting to sync invoice and contacts, as well as payment processing and SMS messaging, Workever has you covered!

Connect your office and fieldworkers

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