Workever

Workever is a job management and field service management software designed to streamline and organize service and maintenance operations for small to medium-sized businesses. According to the vendor, it offers an all-in-one solution for businesses to manage their jobs, quotes, invoicing, scheduling, asset management, and stock management. With user-friendly features and mobile apps for fieldworkers, Workever aims to provide a centralized platform for efficient collaboration and customer communication.

Key Features

All-in-one software: According to the vendor, Workever is a web-based software that provides a centralized platform for managing all data and collaborating with staff, catering to the needs of electricians, plumbers, maintenance workers, service technicians, and more.

Easy setup and user-friendly: The vendor claims that Workever is designed to be easy for anyone to set up and use, allowing users to log in to the online software and manage everything from quotes and jobs to invoicing and organization. Field staff can install mobile apps on iOS or Android devices for convenient access.

Job Management: According to the vendor, Workever offers full job management tools, allowing users to schedule jobs to fieldworkers, create recurring jobs, and organize their teams. Contact lists provide easy access to customer data for better record-keeping.

Quoting and Invoicing: The vendor states that Workever enables users to create professional quotes and invoices quickly. Payments can be recorded and processed, including the ability to take card payments from the web or mobile. The software also offers form filling capabilities, eliminating the need for paperwork.

Accounting integrations: According to the vendor, Workever seamlessly integrates with popular accounting software such as Xero and QuickBooks, allowing users to sync contacts, invoices, costs, and tax rates between Workever and their accounting package.

Fieldworker Apps: Workever provides fieldworker mobile apps for iOS and Android devices, according to the vendor. This allows fieldworkers to complete work and keep track of everything from anywhere. Features include real-time job updates, photo and document capture, and customer signature capture.

Scheduling: The vendor claims that Workever's drag-and-drop scheduler makes it easy to schedule jobs to fieldworkers. Recurring jobs can be created, and teams can be organized and managed. GPS tracking allows users to see the real-time location of their field staff.

Customer Portal: According to the vendor, Workever offers a customer portal where customers can log in and view their jobs, quotes, and invoices. The portal provides a secure self-service option for customers and helps keep them updated on their job progress.

Asset Management: According to the vendor, Workever includes asset management capabilities, allowing businesses to track and manage their assets. Service contracts and routine maintenance plans can be built to ensure optimal service delivery.

Stock Management: The vendor states that Workever enables businesses to manage their stock items and saved costs, such as services. Users can track stock levels and easily access stock information.