WorkPal

WorkPal is a cloud-based job management software designed to digitize field service operations. According to the vendor, it caters to businesses of all sizes, from small enterprises to large corporations, and is widely used by field service professionals, maintenance and repair technicians, construction companies, facilities management companies, and electrical and plumbing contractors.

Key Features

Quote Management: Users can create professional quotes to improve their chances of winning more business. They can also access historical quotes for accurate proposals. The product allows for instant customer sign-off and the generation of jobs directly from quotations.

Job Scheduling & Live Job List: Users can efficiently schedule jobs using a drag and drop interface, which provides real-time information updates for both office and field staff. Customizable job statuses make management easier, and cost forecasting aids in planning.

Form Builder: The product offers a simple and quick way to develop digital forms using drag and drop options for customization. Users can gather e-signatures and photos, and easily export completed forms as PDF files.

Digital Forms: Users can transform paper-based forms into digital documents, storing all information in the cloud for easy access. The product ensures compliance with essential health and safety workflows and centralizes information for simplified auditing.

Tasks & Parts: Users can efficiently track job progress and completion, set rates and costs for accurate job costing, and upload existing tasks and part codes for faster completion. Historical data is available for auditing and customer requests.

Equipment Management: Users can effectively manage and track tools and equipment, checking them in and out for accountability. The product helps keep inventory up to date for better planning and provides information on the last known user to locate missing tools.

Tracking: The product offers GPS and vehicle tracking capabilities for better resource management. Users receive real-time updates on mobile team activities, improving efficiency and enhancing customer service. The product also increases visibility and reduces operational costs.

Portal Access: The product provides a client portal for real-time job information, allowing clients to access job sheets, photos, and documents 24/7. This improves communication and transparency. Additionally, a subcontractor portal facilitates efficient job assignment and completion.

Invoice Management: Users can directly invoice from completed jobs, improving profitability with accurate job costing. Timely and professional invoicing can encourage repeat business. The product seamlessly integrates with popular accounting software.

Reporting: The product offers customizable reports for business and employee performance analysis. Visual dashboards provide easy access to key information, enabling informed management decisions for improved efficiency. Users can track key performance indicators for better decision-making.