Selling and managing new opportunities is a vital part of building your business. Eworks Manager gives you the capability to drive revenue, track customer interactions and convert them to customers within your field service management system.
Manage your leads cohesively through your workflow for easy conversion and the ability to track your customer lifecycle from the very first interaction. Import prospective customer data, manage existing interest and strategically market to your contacts.
Using Eworks you can store all your quotes in one place - report on sales - manage your sales appointments!
Controlling all your contacts, customers and suppliers in one system allows you to send information to each or all of them with our marketing export features.
Field Service Features
Improve operational efficiency through transparency between the field and office to enable better business decisions. Long gone are the days of spreadsheets and clipboards with the power of technology to mobilize your workforce and streamline business processes.
Our field management software manages all your workload in one system including jobs, quotes, invoices, job reports, leads, expenses, the list goes on! You can create jobs, set appointments to your users and keep track of all your workload.
Our Inventory management software is a system that keeps track of your inventory such as your stock levels, orders, deliveries, sale performance and much more.
Manage the distribution, maintenance, and utilization of assets with efficiency. With Eworks Manager you can easily schedule routine and recurring maintenance for maximum asset performance and profitability.
Mobile Workforce Management
The productivity of your field service staff is dependent on the resources accessible in the field and transparency of information to in-office staff. Equip your staff with tools to effectively schedule, allocate, deploy and track work orders in the field.
Manage and automate tasks with the Eworks task center. Create, allocate and broadcast tasks to your staff with notifications to stay informed of daily items that need to be addressed.
Planning and Monitoring Features
Planning jobs is an art, you have good planners and poor administrators that just process requests. Using Eworks you can plan more efficiently with job locations, job types, engineer skills and product costs taken into account. MONITOR THE PROGRESS OF JOBS IN REAL TIME.
Our vehicle tracking solution keeps track of your vehicles when they’re out on the field regardless of whether your drivers are parked, taking a break or on the move to a new job, you will be able to detect their specific location always!
Calendars - Time Planning
Complete visibility of your workload allows you to allocate jobs efficiently. Easily drag-and-drop your jobs directly onto the calendar. With a full view of scheduled work and availability, you can balance your labor easily and effectively.
Plan ahead with our recurring jobs feature which will automatically create jobs within the system when they're due with whatever re-occurrence rule you have set. Once created, you can then manage your workforce to complete the jobs off.
GEO Location Planning
With our geo map planning tool, dispatch will have full visibility and real-time information to effectively schedule reactive jobs. The mobile app will notify the technician of an awaiting job and allow him to easily navigate to his next destination.
Automate Job Sheets
With our jobs sheets feature, you can say goodbye to mountains of paperwork and hello to managing all work orders within one place and be able to send them out to your customers to keep them in the loop.
Real Time Alerts
You have complete control with automated alerts. Create customizable triggers with specific parameters for events or actions you need to stay informed of.
Work Scheduling - Jobs
Proactively monitor, collect and correlate actual time spent on the job. Easily accessible for administrative staff to report and analyze for efficient work order processing. Filtered and segmented reports allow you easily verify user timesheets.
Monitor Progress - Live Panel
Monitor real-time job progress as it happens, with Live Panel monitoring. This enables you to see when jobs are behind schedule and proactively communicate with customers or adjust field tech schedules to fulfill work orders.
Live Mobile Tracking
Track your users with our Live Mobile Tracking solution. Know where your mobile users are, what jobs they are working and efficiently monitor real-time progress with the Eworks system live map.
Workforce Planning Software
Workforce planning is easy with Eworks Manager. With our Workforce Planning Software, you can discover the location of your operatives with ease.
Route Planning Software
Get advice on the best appointment times based on economical routes or response times.
Route Optimization Software
Have our system automatically schedule jobs for you based on availability, economical routes and staff skillset.
Making sure you comply with all your contracts is an absolute must – Verify every work order is carried out to meet project requirements.
Triggers - SLA Tracking
Triggers allow you to set service levels against certain actions. These alerts will automatically notify your specified member of staff to ensure KPI's are met.
Your custom company documents can be digitized into our system and can completed by your technicians in the field via the mobile app.
Images - Proof of job
Your mobile workforce can take images while on-site to satisfy compliance and proof of completion. These will be stored against the job and immediately available to view by office staff.
All your attachments and documents are stored in our file manager built into Eworks. You can search and retrieve using a simple search.
Set and manage questionnaires for your mobile users while out on a job which can be set for your staff or customers to fill in after or before a job! With our questionnaires feature, you can keep track of job efficiency and staff performance.
Manage your staff effectively with Eworks Manager. Manage tasks, jobs and staff and see who is working on what so you can plan reactive maintenance and spend more time on your business.
Keeping track of all your staff and the communication with your customers is impossible unless you have Eworks. Track calls, emails, tasks, notes and complaints.
Client Relationship Management is an included feature with your Eworks system. Effectively track every interaction with your customers, suppliers and users.
The customer portal allows your customers to login and stay informed of current work status, improving customer satisfaction and minimizing direct communication time. You have complete control to select the information your clients have access to.
Suppliers - SRM
Import your supplier information easily into your Eworks system to track and manage every communication. Access up to date information from any location with the CRM feature.
Eworks Help Desk feature allows you to create, manage and track all your customer tickets. Keep a full history of all tickets in one system.
Mitigate risk, record expenses, revise budgets, and generate variance reports – Optimize resources with Eworks financial integrations.
Our invoicing feature is a full system that allows you to manage your customers, and suppliers all in one place. No other finance system will be required to run your business.
Eworks Manager integrates your purchase orders with other financial reports for comprehensive oversight. Create new purchase orders, approve user purchases, process paid, and easily search to view purchase order statements.
Having access to the expenses part of our APP enables you to track all your expenses as and when they occur. This allows costs to be assigned to specific jobs and also allows you to see the true profit of every job and customer.
Not ready to change your finance solution? No problem! As Eworks Manager integrates with the leading finance software such as Xero, Sage and Quickbooks so all your finances can be kept within one system!
We have features within Eworks that are built specifically for Enterprise size organisations.
Manage your projects in Eworks and see your progress. With financials and reports you will never go over budget.
Eworks Manager is an ERP software as it keeps your business organised all in one place. The aim for our ERP solution is to make you feel at ease having all your information in once place, to produce work productivity, grow profit and view your business at a 360° angle.
Manage Sub Contractors
Manage your sub contractors with our Project Planning Software, allowing you to schedule appointments in with our project planner along with the contractor plugin.
Scheduling Large projects can be a huge job. We have a project planner that allows you to plan your works, quote for it, and if successful commit it to automatically create the work.
System Support and Training
We have features within Eworks that are built specifically for Enterprise size organisations.
We provide an unmatched level of support to our customers. Whether you have a question, need additional training, or assistance with customization, our knowledgeable and friendly customer support team is available with 24 hour email support.
Within your price package, we offer online training for all of our customers whether you need a recap of the system, a certain feature explained or have a new employee that needs to know the system! We offer other training needs so if you would like more information, get in touch!
We have many training videos available which explains each feature on the Eworks system, which is handy for quick training needs and new starters!
All in One Management & Planning System for
Our CMMS software allows you to keep control of your WHOLE business in one place.
Our CMMS software gives your leaders the control they need over sales, planning, completing jobs and projects, purchasing, assets, inventory, invoicing and your workforce - Read more below about our fantastic features.