MAXIMISE THE EARNING POTENTIAL OF YOUR ELECTRICIANS
Workforce is a cloud based field service and job management software with built-in estimation software for electricians. Our estimation and quote creation features help streamline enquiries through to job creation, leading to more business for your company. Workforce helps keep your business simple.
FULLY INTEGRATED WITH CUSTOMER PORTAL
The estimating tool in Workforce isn’t simply a standalone feature, it is one of many that is fully integrated into our Customer Portal. Every step in Workforce is designed to seamlessly streamline potential jobs through to completion, and our estimating software for electricians is no exception.
Once it has been accepted by the customer, an estimate can easily be converted into a job, which once complete will be turned into an invoice. All this is done using information logged in the Customer Portal, which helps automate as much of the process as possible to make it easy for field staff to use regardless of their technological ability.
The estimating software integration with the Customer Portal is also useful when dealing with regular or recurring customers, which is essential for electricians. If a previous customer requests new work, an estimate can be generated even faster using the information already logged in the Customer Portal.
CREATE QUOTES IN SECONDS
The key to eliminating dead time in your electricians’ working life is keeping your business moving. The time between a field electrician conducting an assessment of the customers’ needs and putting together an accurate, branded quote for the work is time that could be spent conducting the work if your business processes were optimised.
- With Workforce.FM’s user-friendly mobile app, electricians are able to put together quick and accurate estimates for the customer almost immediately. The quote creation tool estimates the cost of the work based on data that has been gathered by the field worker, and can be used either by the electrician or by office staff on the admin console.
- Users are able to add relevant information and files to estimates, such as terms and conditions, paperwork or photographs to illustrate the work that needs doing, enabling the customer to make an informed decision.
- If the electrician is estimating the cost of work for a new customer, that individual or company may be looking at other options. As well as offering a competitive price, being memorable, recognisable and efficient is key in attracting new business, which is why Workforce gives staff the ability to add branding to estimates using templates.
"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.