When deciding on which Job Management Software to choose for your business, you need to know the software’s features that can help to improve your business. Aside from the service received from a provider, the features offered will determine whether you are getting what you pay for.
Your admin team should be able to quote your customers easily, and if a technician wants to do an on-site inspection before quoting, your online quoting system should be able to accommodate both cases. You also need to have a clear indication if a quote has been converted to a job once the client accepts it. A quoting feature should provide smooth progress from creating a quote to the completion of a job. All the relevant information in your system should link back to your quotes, and it also helps to have an easy search option.
One of the primary features of any Job Management software is the job management itself. This feature should ensure jobs are scheduled and assigned efficiently, and mobile workers are never double booked. Your admin team should be able to locate where your field technicians are at any time. Using a paperless Job Management System will also ensure jobs are not lost or misplaced.
Using an integrated Invoicing system within your Job Management system ensures that your invoices will always include all your job’s costing, and no item is left out. We recommend using an invoice management software that can integrate into popular accounting software packages like Sage, Quickbooks, and Xero. An integration like this produces seamless processes between the software from completing tasks to managing your payments.
When your admin is costing or invoicing a job, your product details must be correct with the correct costs, codes, mark-ups and descriptions added in the system. Adding your products to your Job Management system will ensure each item’s information is accurate. So much time can be saved by importing all products to your system and updating them when pricing changes. It will make sure you aren’t using multiple systems to do so and that you aren’t under or overpricing your customer.
Field Service Management software should include CRM software for you to capture and manage all your customers’ contact details, address and any other details you require. Your team in the office or the field should be able to access this information, like phone numbers and address details. It makes it a lot easier when your customers’ information is stored in one system so that if details change, all staff can view the updated details.
If you run a field service business, you probably have stock stored at your warehouse where your field workers receive materials for jobs. A proper Stock Management Software will help keep a complete history of your stock’s movements. You will know exactly what to order to replenish supplies, what’s been used, and where your inventory is stored.
Working in the technical service industry involves installing and maintaining assets. A feature that your Job Management System should include is an Asset Management Software. This feature will give you the ability to manage your or your customers’ assets. You should be able to capture new assets, create new jobs around them, update their details on the system, and keep a full work history.
To manage bigger jobs that might take place over a few weeks or months, you will need a useful way to keep track of all jobs within a project. Schedule appointments on multiple sites, get accurate project costs and know exactly where your profit is lying. All prices are reflected within the project as they are added. Project Management Software will come in handy when different jobs are happening simultaneously, and you need to manage everything from a bird’s eye view.
Keeping track of your daily activities should be simple. Task Management Software lets your admin team set reminders or tasks for themselves or other staff members. Create general tasks or tasks specific to leads, quotes, jobs, or other system sections. Once a task is completed, there should be an indication that it’s done. Using an all-in-one system is the easiest way to execute and track work-related tasks.
Producing business reports at the end of each month is important if your company wants to improve. A thorough Job Management Software should generate reports based on the data added to the system and activity in different sections. You don’t need to wait until month-end to know what has happened in the last few hours. Reports should be user and customer-specific, offer date ranges and give you accurate data.
All of the best software features mentioned above are available on Eworks Manager’s all-in-one Job Management System. All of these features are available on the admin system, and our mobile Job Scheduling App will allow your field technicians to enter information on the app and sync it to the system directly. Any changes made will be shown on both platforms, giving you full flexibility. As the business owner, manager, or administrator, you will have full control of your business.
View Eworks Manager’s full list of features to see how we can benefit your business. Alternatively, you can register for a 14-day free trial and see how these features can work for you.