FACILITIES MANAGEMENT MADE EASY WITH WORKFORCE
Workforce is an industry-leading mobile facilities management software that is built for the needs of field teams. Effective communication between your office and fields teams as well as with your customers can be the key to transforming your facilities management company and maximising your earning potential.
IMPROVE COMMUNICATION BETWEEN YOUR FIELD TEAM AND OFFICE
Workforce combines the effectiveness of facilities management software with powerful platforms designed to simplify back office processes like invoicing, scheduling and job management.
Office-based staff and managers can assign tasks and schedule jobs at the click of a button, informing all their field staff of any changes immediately. Our facilities management scheduling systems are highly visual, with drag and drop motion and GPS tracking tools making it easier than ever to make common sense decisions that encourage productivity.
Your staff in the field can view the details of a job via their mobile phones, receiving a notification for new work, and complete tasks without any need for paperwork. While on site, facilities management field teams can collect essential data like photos and signatures, which is immediately synced back to the admin console.
Renewal rates are extremely important for facilities management companies, who rely on repeat business for a lot of their work. Workforce is packed full of features that make it easier to run a facilities management company and retain customers.
- It’s really easy to add a new customer or job to Workforce. You also build stronger relationships with each of your clients with a personalisable Customer Portal. From within the portal, your admin team can create quotes which are then easily streamlined through to job creation if accepted. The Customer Portal also enables two-way direct messaging, encouraging your customers to build a partnership of trust with your staff.
- Once a job is signed off, it can be easily converted to an invoice and all data is sent to the invoice section. If you have Stripe card payments enabled, you can also process payments against these invoices from within the Customer Portal.
- A full PDF report will be able to view and download once each job is marked as being completed. This will be complete with all the job details and can easily be forwarded to the customer if required through the Customer Portal. This eliminates paperwork and makes the lives of your staff as well as your clients easier, encouraging them to come back to you for further work.
"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 & 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 field workers to update jobs instantly.
Track and view the location of your staff in real time on a map.
Fill in commercial & domestic forms such as CP12s & others 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.