Eliminate paperwork, Improve communication between the office and the field, Schedule jobs in real time
Quickly schedule to your Locksmiths who receive jobs on their mobile App instantly. Once the job is complete they can sign off onsite
|Job Listing||List of all current and completed jobs|
|Add Job||Create a new job|
|Job Files & Notes||Add files and notes to a Job|
|Job Statuses||Change or update the status of a job|
|Export jobs||Export jobs as a CSV file|
|Add cost items||Create cost items for a job|
|Job priority||Change the priority level of a job|
|Convert job to invoice||Convert job to invoice and send all job data to the invoice section|
|Job Sheets||Print, download or email a job sheet containing full job details|
|Job report||Print, download or email a full job report containing job details, notes and images|
|Job Filtering||Filter jobs list by customer, status, field worker or keyword|
|Recurring Jobs||Create daily, weekly monthly or yearly recurring job sequences that will automaticlly create jobs for you|
|Job revisits||Create revists to jobs that require further action or need parts prior to completion|
|Customer list||List of all customers|
|Add a new customer||Add a new customer to the system|
|Customer files and notes||Add notes and files to a particular customer|
|Work locations||Add customer work locations which can be re used|
|Block a customer||Restrict a customer from being able to order any further services|
|Export customers||Export customers to a CSV file|
|Invoice history||View in a list all of the invoices for a particular customer|
|Payment history||Overview of payments received|
|Customer search||Search the customer list by keyword, postcode, name and much more|
|Day/Week/Month view||View schedules for day, week and month views|
|Drag and drop job scheduling||Drag jobs from the parked job section onto the scheduler|
|Map View||View field workers, and jobs on a map|
|Drag and drop map scheduling||Drag unscheduled jobs from the map directly onto the scheduler|
|Advanced Filtering||Filter the scheduler by field workers, customers and statuses|
|Field worker tracking||View your field workers on the Map and get the latest updates of their last tracked position|
|Add new Jobs from the scheduler||Add a new job to the scheduler direclty from the scheduling section|
|Filtering presets||Save pre populated filtering presets|
|Events||Add a new event to the scheduler|
|Quote Listing||List of all current and completed Quotes|
|Add Quote||Create a new Quote|
|Quote Files & Notes||Add files and notes to a Quote|
|Add cost items||Create cost items for a Quote|
|Quote Statuses||Change or update the status of a Quote|
|Convert Quote to Job||Convert an accepted quote to a job and automatically pull over all data such as files, notes and Cost|
|Send quote to customers||Send created quotes to your customers from within the App|
|Export Quotes||Export quotes as a CSV file|
|Quote filtering||Filter quote list by dates, customer’s and statuses|
|Invoice Listing||List of all current and paid invoices|
|Add Invoice||Create a new invoice|
|Invoice statuses||Change or update the status of a new or existing invoice|
|Invoice cost items||Create cost items for invoices|
|Send invoice to customer||Send a created invoice to a customer via the WF App|
|Add payment||Record a payment against an invoice|
|Export Invoices||Export your invoice data in a CSV file|
|Invoice filtering||Filter invoice list by dates, customer’s and statuses|
|Automated invoicing||Automaticlly generate invoices on job completion|
|Batch invoicing||Invoice a customer for multiple jobs at once|
Workforce software is a perfect fit as locksmith software and a field management solution that makes life easier for professionals whose work involves fixing and refitting locks in a variety of locations.
Our software can be used to track the progress of an individual locksmith and support the way they work, even enabling them to complete a job onsite with the help of digital signature capturing technology and real time job sign off. Workforce.FM also provides route mapping solutions and tracks the progress of a given job in real time.
Admin and managers can use and access the software from any computer or mobile device. All you need is access to the internet - you do not need to download an App.
Field based staff have to download the Workforce App from the App store for Android or IOS. The App will allow them to complete work and send data back to the admin software.
We provide you with full access to workforce free for 14 days. You do not need to enter any credit card details during this period. If you are happy with the App you can subscribe from within your account. If you do not wish to continue then your account will automatically close after your trial is complete.
Nope! We have made sure workforce is extremely easy to use for everyone in office and for your fieldworkers. What’s awesome is, you will be able to get up and running in minutes without any help.
We have built Workforce with ease of use at the forefront. We do not charge any setup costs and would be happy to help if you have any questions when getting started
Yes, you can add new users in seconds at any time within your online account.
We charge a flat fee per user. You can create/ delete users easily from within your online account at any time.
Yes our Locksmith company software allows you to take down important information such as building access details, special requests, serial codes and any other custom information you would like to capture.
We think so! Our Locksmith software is designed for all types of commercial and domestic Locksmith businesses that have between 2-50 members of staff.
No commitment, no auto subscriptions, no credit card required