Sync your data between Workever and Xero and have your invoices automatically sync to Xero
Sync your data between Workever and Quickbooks and have your invoices automatically sync
Process credit and debit card payments from in the office or whenout in the field
Give subcontractors access to the field mobile App to complete jobs for the day
Give subcontractors access to the field mobile App to complete jobs for the week
Sync appointments directly to your personal calendar. Outlook, Apple, Google and exchange supported
Web App | Field App | |
|---|---|---|
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
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 |
| |||
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
|
| |||
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 |
| |||
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 |
| |||
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
|
|
| ||
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 |
| |||
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 |
| |||
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 |
| |||
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 |
| |||
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 |
| |||
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
|
| |||
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
You can start using Workever today. To get started, you can start a free trial or if you have 5 or more members of staff, you can schedule a product demo. When you first sign up for a free trial we will send you an email with your username, password and a link to access your account.
