Workever

Additional features

Scheduling

Create and schedule jobs, assigning them to specific technicians or teams.

Dispatching

Efficiently assign jobs to available technicians based on their skills, location, and availability. This often involves features like drag-and-drop scheduling, real-time location tracking, and route optimization.

Work Order Management

Create, assign, and track work orders throughout their lifecycle.

Technician Assignment and Tracking

Assign jobs to specific technicians based on their skills, availability, and location.

Job Progress Tracking and Updates

Monitor the progress of each job in real-time. Track key milestones, such as job start and completion times, and record any delays or issues.

Customer Communication

Facilitate communication with customers throughout the job lifecycle.

Job Information Access

Technicians can access all relevant job information, including customer details, work order instructions, and equipment information, directly on their mobile devices.

Progress Updates

Technicians can update job status, record time spent on tasks, and add notes and photos directly from the field.

Document Capture and Uploads

Capture and upload photos, videos, and other documents related to the job, such as before-and-after photos, inspection reports, and signatures.

GPS Tracking

Track the location of technicians in real-time, enabling dispatchers to optimize routes and respond to emergencies more quickly.

Offline Access

Some mobile apps may offer offline functionality, allowing technicians to access and update information even when they are not connected to the internet.

Customer Contact Management

Store and manage customer contact information, including names, addresses, phone numbers, and email addresses.

Customer History Tracking

Maintain a record of all interactions with customers, including service history, work orders, and communication logs.

Customer Communication Logs

Track all communication with customers, including phone calls, emails, and text messages.

Invoice Creation and Sending

Create professional invoices for completed jobs, including details such as labor costs, parts used, and taxes.

Payment Tracking and Reconciliation

Track payments received from customers and reconcile them with invoices.

Accounts Receivable Management

Monitor outstanding invoices and manage the accounts receivable process.

Quote Creation and Management

Create and manage quotes for prospective customers, including detailed cost breakdowns and pricing information.

Proposal Generation

Generate professional proposals for customers, including detailed descriptions of services, pricing, and timelines.