CONTACT MANAGEMENT SOFTWARE

Contact management for businesses employing field workers

No credit card required. Get started in seconds!

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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.

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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.
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Job management on any device - workforce field service management software

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"

    Alistair Arundell
    Alistair Arundell Smartmove Property Maintenance
  • "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"

    Imran Shahzad Gas & Electrical contractors
  • "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! "

    Lisa Sarson Heatwize Plumbing & Heating
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Features designed for growing businesses

QUOTES

Create and send professional quotes to customer and convert more business.

LOG JOBS

Create a job or create a recurrence of jobs in seconds saving valuable admin time.

SCHEDULE

Instantly schedule jobs to the right person using the drag and drop scheduler.

INVOICE

Generate invoices and batch multi job invoices in seconds using data from jobs.

MOBILE APPS

Fieldworker mobile Apps for both iOS and Android that work both online and offline.

JOB TRACKING

Create your own job statuses and work with Fieldworkers to update jobs instantly.

STAFF LOCATIONS

Track and view the location of your Fieldworkers in real time on a map.

E-FORMS

Fill in commercial and domestic forms (such as compliance) directly from the Field App.

CONTACTS DATABASE

Have your customers, suppliers and contractors in one organised system.

CUSTOMER SITES

Manage customers with multiple properties using our Sites features.

STOCK & COSTS

Manage stock items, as well as saved costs such as services.

INTEGRATIONS

Integrate workforce with your accounting software and payment processing.

integrates with

Accounting and payment providers that Workforce integrates with

No credit card required. Get started in seconds!

© 2017 WORKFORCE. ALL RIGHTS RESERVED.

Workforce.FM makes life easier for service businesses by simplifying and streamlining job management and field service operations. Our real time platform lets you schedule, allocate, track, quote and invoice jobs seamlessly. Instant photo and signature capture means your fieldworkers can do their work without worrying about paperwork. All details are synced and organised instantly across the Workforce.FM platform, keeping field workers and office-based staff up-to-date at all times.

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Sign up free for 14 days

Give us 14 days and we will help organise your back office, eliminate paperwork and make it easier for your fieldworkers to receive jobs and complete work out in the field. No credit card or commitment required, it’s totally risk free.