What is Job Management?

Job Management is an approach to business operations that encompasses all activities within the job or work cycle. Job Management seeks to continually apply insights obtained from jobs to continually improve business operations.

Job Management Software is a collection of digital tools that help businesses grow, by cutting down on time spent on admin, planning and organising. Job Management Software helps business to:

Save time on administration
Improve their scheduling process
Get quotes and invoices accepted and paid faster
Organise their workflow and consolidate processes
Eliminate paperwork
Keep customers updated and improve customer-facing practices
Growing business and revenue

All of these tools can be accessed via desktop or mobile devices keeping your business responsive and agile. The less time wasted on admin, the more time can be spent actually getting things done.

What types of businesses require job management?

Job management can benefit any business that works in terms of “jobs”. A job in this context is a piece of work (often one that is paid for by a client) with specified deliverables and a defined start and end date. Some of the most common types of businesses that apply job management to deliver services are:

Field Service & Trades Businesses
Creative & Design Agencies
Consultancies
Construction & Development Services
Engineering Firms
IT Services
Accounting and Bookkeeping Firms

But there are many, many more types of business and several more relevant industries (for example, landscaping, painting, wedding planners) that can all use job management software to organise how they work.

What are the stages of Job Management?

Job management requires businesses to think about the process of moving from a completed job to the next as one cohesive system, rather than a collection of individual tasks. The goal here is to increase efficiency between all the stages and processes surrounding each job.

But, of course, every business is different and will have a different way of moving from one stage of their work to the next. For example, some businesses may rely more on estimates, while others may only use price quotes. Newer or smaller businesses may not yet need certain stages that another business may rely heavily on, for example, workforce time tracking or an expenses utility. Most professional services businesses do still complete a standard set of activities to manage their jobs, which is how Job Management Software is able to help such a huge range of businesses.

These stages don’t need to happen in one set order, and many can be carried out at the same time. Also, it’s important to remember that info collected at one stage is often necessary to carry out another activity further on in the cycle (for example, timesheet management and work-in-progress management).

Easy to use job and field management software

Try it free for 14 days.

No commitment, no auto subscriptions, no credit card required

Frequently Asked Questions

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.

You start with a 14 day free trial which lets you try everything Workever has to offer. At the end of your trial you can then enter payment details and continue with your account. If you have entered any dummy data whilst testing, that can also be cleared whenever you are ready. If the software doesn’t work for you, then no further action is required and it will automatically cancel at the end of your trial.

No! Our plans are month to month with no contract. We do however offer annual plans if this works best for you, with a saving of up to 15% on your subscription.

Yes! You pay a price per user per month. Check our pricing page for full info depending on your company size.

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. But you can also buy mobile fieldworker only licenses if you require more than 10 users.

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 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.