CONTACT MANAGEMENT SOFTWARE
Contact management for businesses employing field workers
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CONTACT MANAGEMENT SOFTWARE FEATURES REDUCING ADMIN TIME AND COSTS
Workforce.FM is service and job management software businesses employing field workers, designed to make your job simple. Our contact management feature is easy to use and saves time better spent doing what you and your team do best.
FIND THE RIGHT CONTACT IN AN INSTANT
An effective field service management application isn’t just beneficial to the business using it; it’s beneficial to everyone involved in that business, from its contractors to its supplies and, of course, its customers. Effective management of a contact database is integral to equally effective management of jobs, payments and staff productivity.
Workforce.FM is a cloud-based mobile solution for the field service industry that helps businesses of any size keep on top of their contacts for a smoother, more straightforward relationship with every individual or industry partner they deal with.
KEY WORKFORCE.FM FEATURES
Field service is a varied line of work, where businesses deal with a wide range of customers, suppliers and contractors. Not all of these are going to have the same contact management needs, which is why Workforce prioritises flexibility and adaptability in its sophisticated contact database.
- Our app features several contact management templates adapted to the needs of commercial, domestic customers as well as a separate system for contractors. This allows you to clearly manage the different relationships you have with these contacts.
- You are also able to create contact categories, grouping your contacts however best suits the needs of your business, perhaps to define groups of customers with unique access requirements.
- The contact database in Workforce serves to build up a profile of each customer, contractor or supplier that will ultimately help boost productivity when carrying out jobs.
- For this reason, the contact database populates information across the app when jobs associated with each customer are created, including addresses, contact details and billing information.
- Files and notes can also be added to a customer record, including job templates, instructions, work permits and terms and conditions. These will then be displayed alongside any jobs that are created in association with this contact.
YOUR FREE TRIAL
At Workforce.FM, we feel that we’ve created a contact database that will truly improve the working lives of field service teams. Find out for yourself how our app and its amazing features can benefit you by taking a free 14-day trial.
This is a no obligation, no auto-subscription trial, so you will not be asked for any payment details during the 14-day period. We simply provide you with full access to Workforce.FM for its duration, allowing you to experience increases in productivity and customer satisfaction. Should you wish to continue using Workforce.FM after the trial period ends, simply sign up from within your account. If not, your account will automatically be closed.
No commitment and no auto-subscriptions, just free access and an opportunity to prove why Workforce.FM is the leading field service management app on the market today.
"Workforce has really helped us manage the communication between our office staff and field workers. Its easy to get started and perfect for Engineers, they just get how to use it without any training. I'd definitely recommend Workforce if you have a mobile based team"
- Gas & Electrical contractors
"I really like that all of our field technicians have full access to all of the information they need instantly. It has enabled us to achieve operational efficiency both in office and out in the field"
- Heatwize Plumbing & Heating
"The software itself is very easy to use for small businesses like ours. It has been the simplest to use without compromising on quality. One of our engineers despises technology and I know he will be fine with this! "
Features designed for growing businesses
Create and send professional quotes to customer and convert more business.
Create a job or create a recurrence of jobs in seconds saving valuable admin time.
Instantly schedule jobs to the right person using the drag and drop scheduler.
Generate invoices and batch multi job invoices in seconds using data from jobs.
Fieldworker mobile Apps for both iOS and Android that work both online and offline.
Create your own job statuses and work with Fieldworkers to update jobs instantly.
Track and view the location of your Fieldworkers in real time on a map.
Fill in commercial and domestic forms (such as compliance) directly from the Field App.
Have your customers, suppliers and contractors in one organised system.
Manage customers with multiple properties using our Sites features.
STOCK & COSTS
Manage stock items, as well as saved costs such as services.
Integrate workforce with your accounting software and payment processing.