FLEXIBLE CUSTOM FIELD OPTIONS

Utilise our custom fields feature so you can adapt Workforce.FM to the needs of your business

No credit card required. Get started in seconds!

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FIELD WORKER MANAGEMENT SOFTWARE WITH CUSTOM FIELD OPTIONS

Workforce.FM is field service and job management software, designed to make your job simple. Our custom fields feature adds flexibility so that you can align Workforce.FM’s unique abilities with the needs of your business.

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AN ADAPTABLE FIELD SOFTWARE SOLUTION

When working in field service, you understand that most aspects of the job can’t be boiled down to a one size fits all solution. You have a responsibility to your customers to be adaptable to their needs, and not offer them a rigid cookie cutter model.

For this reason, it’s important that your field service management software is as flexible as your service delivery. Workforce is a cloud-based mobile job management app for the field service industry that offers the ability to input custom data across your workflows as well as between customers. Personalise Workforce.FM in a way that suits your business and maximises your productivity.

KEY WORKFORCE.FM FEATURES

Because field service is so changeable between sectors and companies, no job management software is going to include all the features, menus or fields that every business needs.

  • At Workforce gives you the opportunity to personalise your process to suit your business needs, adding free text, dropdown menus, date and time as well as text with suffix fields to your data inputting. This could apply to your purchase orders, quotes, invoices and much more.
  • Once you’ve added and saved your custom fields, these will appear as a template for each new job, quote or invoice you create.
  • You also have the power to add logos, more information about your company, bank details and instructions.
  • If you need to deactivate these custom fields for a specific job or customer, this is easily done by returning to the Custom Fields settings and making the necessary changes.
  • As well as adding custom fields that apply across the board when creating new jobs, quotes, invoices and more, you can also customise the information required for a particular customer.
  • On occasion, a customer will have unique requirements that must be met in order for the job to be carried out. You will need to take note of essential information that is relevant for each and every task to be completed for that customer.
  • Workforce.FM allows you to make note of building access details, special requests, serial codes or any other security and safeguarding information that your field workers will need to be aware of when approaching that customer or their site. Once saved, this information will populate whenever a new job is created for the customer.
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Job management on any device - workforce field service management software

YOUR FREE TRIAL

At Workforce, we’re very proud of the lengths we’ve gone to, providing custom fields and options for personalisation that make field service teams’ working lives easier. If you’re still not convinced, however, we offer a free, no obligation trial that will allow you to test drive our app.

This is a full trial of all of Workforce’s amazing features, including custom fields, and comes with no auto-subscriptions. If you’re as satisfied as we imagine you’ll be with Workforce at the trial’s end, you can sign up from within your account. If for any reason you wish to discontinue, your account will automatically close after the 14 days are over.

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.

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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.