Every job
in one place

Without a job management system, managers have to trust that the field service team is where they ought to be. If a field service worker is late, the manager will most likely get this information from the customer, reflecting poorly on the business. There’s a lot of back and forth communication when trying to assess the job progress.

Our system allows you to monitor job progress in real-time. At any given time, you can see the location of the field service team. In case there’s an emergency, the manager can easily see which member of the workforce is available or closest to the location that requires service. All the administrator needs to do is use the visual scheduler to assign the job. Just a drag-and-drop motion is enough to schedule and allocate the job to someone. The engineers get notified on the job allocation accordingly.

Forget all the paperwork when it comes to managing assets. Not only does Workever track the jobs, but the assets as well. With a click on your mobile app or desktop, you can get all the information you need on your asset. You can easily see the location of the asset, model, type, history, workers on the job, and any other relevant information. Access to this information helps you with preventative maintenance, and you also keep your customers abreast since you are updated on all matters concerning the asset.

Despite having many standard job procedures, we understand some field services have unique aspects to them. A business can also have its way of operating, so our software gives you room to create your custom fields. Do you need to include specific information in a unique field? Simply add the custom data field! 

We also understand that companies can have a unique way of labelling job statuses. The platform allows you to incorporate your custom job status identification that aligns with how you operate. We endeavour to have the job management system work in a way that serves you best. Forget the template restrictions and make the system work for you.

Typically, field service jobs will have designated hours, and so in the schedules, you’ll have the start and end time for a task. However, some jobs require an entire day. Workever has an All Day job function so that you do not have to enter the start and end times manually. You can easily access this function whenever you need it via both Desktop and Fieldmanager Apps.

Sometimes in the process of tackling a job, you might want to generate reports, make notes on a particular job, upload images and video from the field, collect customer signatures, or export data as a PDF. Workever supports all these actions, and you can access them through the mobile app. 

Workever system has a timesheets feature that lets you easily create multiple timesheets, update them to Office instantly or even view them on the desktop or mobile app.

Part of managing a job involves sending quotes and invoices. The software lets you create branded invoices, and you can have single or batch invoices. Since you have the ability to collect e-signatures using the software, you can process your payments faster.

Already have an accounting package and want to sync it with Workever? Workever supports integrations with Quickbooks and Xero. You also can link your Workever account with your Google Calendar, Outlook, Excel, iCloud Calendar, and Stripe payments.

Are your customers interested in knowing the job progress? Is there specific information that the customer requires? Whatever update your clients need, you can send the information automatically through automated emails, and they will get the notification. The feature is important for clients who require details on every aspect of the job. You want to keep your customers happy, and we help you accomplish it.