Eliminate your paperwork.
Connect office staff and fieldworkers.

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Base
18 / user / month

Try for Free

Create And Manage Jobs

  • Job Creation
  • Recurring Jobs
  • Custom data fields
  • Custom job statuses
  • Job templates
  • Files, notes, and images
  • Job reports
  • Advanced job filtering

Advanced Scheduling

  • Flexible Scheduling
  • Drag and drop
  • Timeline/Day/Week views
  • Business hours
  • Events
  • Map View
  • Advanced filtering
  • Team management

Customer Management

  • Customer creation
  • Sites & Locations
  • Custom data fields
  • Billing & statements
  • Files, notes & Images
  • History

Fieldworker Management

  • iOS & Android Mobile Apps
  • Works Offline
  • Photos, docs, notes, images
  • Time tracking
  • Status Updates
  • Data filling
  • Permissions
  • Costs and invoicing
  • Payments
  • Teams & Skills

Default Roles & Permissions

  • Two default field App roles
  • Hide costs on Field App
  • Show everything on Field App
  • Two default office roles
  • No access to settings
  • Manager with global access

Quote Management

  • Professional branded quotes
  • Create in office or in the field
  • Scheduled quote visits
  • Convert quotes to jobs
  • Customisable quote statuses

Invoicing

  • Professional branded Invoices
  • Single invoice or batch invoice
  • One click job to invoice
  • Invoice account statements
  • Payment recording

Auto Email & SMS Messages

  • Send automated emails
  • Connect SMS messages
  • Send based on job status
  • Send based on conditions

Custom data fields

Most Popular
Premium
23 / user / month

Try for Free

includes Everything in Base +

Accounting Integrations

  • Xero Accounting
  • QuickBooks online

Standard forms 

  • Standard industry forms
  • PDF certificate output
  • Fill on mobile or in office

Stock Management

  • Create stock items
  • Manage locations of stock
  • Set replenishment alerts

Timesheets  

  • Complete weekly timesheets
  • Include expenses
  • Approve in office

Calendar sync

  • Sync jobs, quotes, events
  • Sync to leading calendars
  • Gmail, iCloud, Outlook
  • 365, Exchange and more
  • Syncs one way to Calendar

Customer portal

  • Secure customer login area
  • Multiple users per portal
  • Restrict what they see
  • Collect payments

Field Manager Role

  • See your jobs on mobile App
  • See and filter all Staff jobs
  • Assign work to staff on the go
  • Edit work on the go
  • Admin can view on the go

Purchase orders

Reminders

Card payments integration

Ultimate
29 / user / month

Try for Free

includes base and premium +

Asset Management

  • Asset register
  • Asset templates
  • Asset History
  • Custom data fields

Service Contracts

  • Create service contracts
  • Create Service plans
  • Automatically create jobs
  • Flexible invoicing options
  • Renew and retain revenue

Custom form builder

  • Build your own forms
  • Deploy them instantly
  • Request custom templates

Custom Roles & Permissions

  • Custom roles for staff
  • Decide what they can see
  • Unlimited roles can be created
  • Hide /show costs to field staff
  • Hide / show job statuses

Job profit & loss

Frequently Asked Questions

How do I get started?

You can start using Workforce Today. To get started you can start a free trial or we offer product demo’s for business with 5 or more members of staff. When you first signup for a free trial we will send you an email with you username, password and a link to access your account.

What plan should i choose?

All plans work for any size business, it depends on the features you require, so have a look through the plans and see what will work best or book a demo with our product expert to get some advice

What are fieldworkers?

Fieldworkers are members of your team that go out and perform the services you provide. They use the mobile Apps we provide to complete work and capture data. You can setup your fieldworkers easily from within your online account

What are user licences classified as?

A user license is either an administrator working in the office or a Fieldworker based out in the Field. Each member of staff will require a license

Are there any setup costs?

There are no compulsory setup fees on any of our packages. If you’re too busy or would like additional help with setup, this can be arranged by contacting us.

Does Workforce require a contract?

No! our standard plans are month to month with no contract. We do however offer annual plans if this works best, with a saving of upto 15% on your subscription

Can I import data into workforce?

Yes. Currently you can import customers and your stock list via CSV file. we provide templates for these that you populate. If you are using accounting software Xero or Quickbooks you can also import your chart of accounts, stock, customers and tax rates automatically.

Is the software easy to use?

 The software has been designed with ease of use at the forefront. Staff will be able to use the system straight away with limited help. We also have guides and videos to help you get started. If you need any further training or have custom requirements this can be arranged by contacting us.

What are admin staff?

Admin staff are members of your team that work in office scheduling and managing jobs, fieldworkers and customers.

Can a user be both an admin and fieldworker?

Yes. You can set a user up to have access to the fieldworker mobile App and the office software, you don’t need to purchase two licences for this.

  • "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
  • "It's really easy to use. We now have everyone working digitally, we can plan in advance and the technicians can easily see what’s going on all the time, so changes to schedules are no longer a problem. The technicians also no longer have to keep coming into the office which increases our productivity and allows us to focus on jobs."

    Jayson Leyland
    Jayson Leyland Technical Manager at Nu Life Floorcare

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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.