When you have employees in the field, you need to very clearly schedule out their tasks. Without a clean plan, customers will be disappointed and you will be stressed out. Workever’s scheduling and planning features might be exactly what you need.
Set up reminders for customers or internal staff. Let people know about deadlines, expected arrival times, and moore
Set up all your jobs – planned and unplanned – in the schedule. It takes seconds to add a new job, and the cloud-based solution will update everyone in instantly
With the schedule recurrence feature, you can plan jobs daily, weekly, monhtly and yearly, all the way to eternity, and the system will keep your fieldworkers on it – every time
You can see exactly how much of an item is in stock. Then assign it to a job and watch the number adjust with completion. And finally, get notified when you’re running low
and always stay supplied.
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.
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.
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!