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Track Jobs and More with a Worksheet Software Solution

One of the trickiest parts of any service-based job is managing your money. Your team may have all the technical skills required to do a good job, but if you don’t have a working system for billing clients and collecting payments, you’ll always have a cash flow problem. Luckily, Eworks Manager offers Worksheet Software Solution to streamline the whole process from start to end. You can also do everything from a computer screen, a tablet, or a mobile phone. Here’s a step-by-step process you can follow to smoothen the process.

Step 1: Identify the Job

With Eworks Manager’s Customer Relationship Management (CRM) feature you can easily track any job. Our CRM feature also allows your customer support team to pull up information on any client. This is especially handy if your team needs to source customer information whilst on the phone with the customer.

If it’s a first time customer, you can easily type their details into the system. For repeat customers, your service team can also refer to earlier incidences. This ensures that your clients feel remembered and valued.

Step 2: Send a Quotation

You can program your platform to divide tasks into categories. You can also develop templates that your customer service staff can use to generate quick estimates. These estimates should cover labor charges, distance from the office, and the nature of the task. Recurring customers also might be eligible for discounts, and emergency situations may require priority.

Confirm that the customer is satisfied with the costs, and then mail them an estimate that includes prospective due dates. If they need to pay a deposit, you can sort all that out while you’re on the phone with them.

Step 3: Assign a Field Operative

Once the estimate is accepted by the client, you can then use Eworks Manager’s Worksheet feature to create all your relevant worksheets. Our Vehicle Tracking Tool also tracks your field operatives’ locations live whilst they are out in the field. You can hence compare location information and worksheet details to choose the best person for the job.

For example, if one of your field operatives has a job within the neighborhood of your new customer request, you can ask them to visit the site once they’re done with their current job.

Step 4: Monitor Your Field Operatives

On the day of the task, you can program Eworks Manager to send your field operative a reminder. It can be at the start of the workday, with a follow up in the course of the day - maybe an hour before the job. Use your vehicle tracking system to find out where they are and how far away they are from the customer. This way, you can alert the customer of any delays, such as traffic problems or car trouble.

Use our GPS And Geo-location planner features to direct your field operatives to the work site. It’s more effective and less annoying than constantly calling your customers for directions. Tracking will also help you give your customer a clearer time estimate of when to expect your field operative. This makes your field operatives seem more punctual and efficient, which may impress customers.

Step 5: Send an Invoice

Once your field operatives are finished with the job and everything is taken care of, you can then immediately send invoices to the customer via our invoicing feature. You can set up this feature to fit all your invoicing requirements. For example, it can send timed reminders, or include a link that redirects your customer to a payment portal.

Our invoicing section can also connect your admin, finance and sales office on a single screen, making the whole payment process smoother. You can also easily follow up overdue invoices, re-negotiate payment terms with customers, generate cash flow reports and so much more. You can also integrate your Worksheet Software Solution invoicing to accounting software like Sage or Quickbooks. It’s that easy!

To start managing your workflow more efficiently, contact Eworks Manager today to book in a demonstration of our Worksheet Software Solution.