WORKFORCE.FM’S CUSTOMER PORTAL

Fine tune customer service with the customer portal in Workforce.FM’s field management software

No credit card required. Get started in seconds!

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A FIELD MANAGEMENT SOFTWARE CUSTOMER PORTAL IMPROVING YOUR CUSTOMER SERVICE

Workforce.FM is field service and job management software for all businesses employing field workers. For all of the businesses we work with customer service is key, so we’ve designed a customer portal ensuring everything you need to know is right where it should be. Our software is designed to make your job simple.

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HELPING YOUR COMMITMENT TO CUSTOMER SERVICE

Many field service management apps promise increased productivity and simpler workflows, leading to a happier and more proactive workplace. This is all true, but at the heart of every successful field service team is a commitment to excellent customer service. Without satisfied customers who benefit equally from the boost to efficiency, what’s the point?

Workforce’s leading field service management software features a Customer Portal that allows your customers to engage with the services you’re providing in a clearer way, while always keeping your office staff in control.

KEY WORKFORCE.FM FEATURES

Give your customers a brand new experience of accessing, requesting and paying for the services you provide that will make everyone happy. Workforce’s Customer Portal creates a secure online area where your customers have the ability, depending on the permissions they’re given by the office staff, to request a new quote or job, view existing quotes, ongoing jobs and all invoices sent to them.

  • The portal is truly their own, with a customisable URL as well as the option to include branding, colours and logos.
  • Open up seamless new lines of communication with direct two-way messaging between you and the customer to easily discuss jobs, quotes and invoices, saving you valuable time that would otherwise be unnecessarily spent on administration.
  • Depending on permissions, your customers will have the ability to view all existing quotes within the portal in the quotes list. Through this, they can view the details of each quote, including costs, communications and notes, allowing them to make independent, informed decisions and accept at the click of a button.
  • If you have Stripe card payments enabled within Workforce’s Customer Portal, you have the ability to process payments against invoices, whittling down the time spent settling accounts by a huge amount. Your customer will also be able to view the details of an existing invoices.
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Job management on any device - workforce field service management software

YOUR FREE TRIAL

We’re so confident that our customer portal will maximise efficiency and customer relations in your field service team that we’re willing to let you give it a whirl for free. We offer all prospective customers a free 14-day trial, providing full access to Workforce’s outstanding features.

Our trial is no commitment, no obligation and no auto-subscription, so at no point during the 14 days will you be asked to provide card details. Should you wish to continue benefiting from Workforce’s software, you can subscribe from within the app at the end of the trial period. If not, your account will automatically be closed.

Give Workforce.FM the opportunity to prove why it 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.