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Features

The Key Features of WorkPal

LIVE JOBS LIST

At a glance, see all jobs being currently worked on.  With WorkPal’s live job list see statuses and times change in real time.

REAL TIME STATUS

The WorkPal job list constantly checks for progress of jobs ensuring that what you see is up to date.

FILTERABLE

With WorkPal you can quickly filter the jobs list to find the exact set of jobs you need.

CUSTOMISABLE

The job list can be customised to display the exact data, which is most important to you. This customisation carries over to exporting.

GPS LOCATION TRACKING

WorkPal provides a current and full history of worker’s location based information. The tracking information can be filtered based on a worker’s shift and date range selection.

JOB SCHEDULING

Ensure that no job conflicts occur with WorkPal’s robust job scheduling system.

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ASSET MANAGEMENT

WorkPal allows you to monitor and track the service history and movement of your assets. Asset scanning, where mobile workers can scan a QR code or bar code through WorkPal. This helps field staff to identify specific assets, log any faults, and record any material used to improve first time fix rates.

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INVOICING

Once a job is completed, WorkPal automatically generates an invoice totalling the visit charge, the tasks carried out and the parts used.

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Once an invoice is created WorkPal provides the additional option of exporting the invoice to Sage, Xero and Quickbooks Online

FORMS

Setting up your WorkPal install you have the option to work with the team to have your paper based forms developed as part of the system.  Data captured from the app will be automatically synced back to the desktop providing your forms for email and export. Never lose documents again.

 TRACKING AND REPORTING

With WorkPal all your staff’s time on jobs are automatically logged and synced back to the office.  Storing all your time allows WorkPal to provide shift based and user log reports, which can be exported from the system. Reports specific to your needs can be developed upon setting up your WorkPal instance.

DESKTOP FEATURES

MANAGE GROUPS, CLIENTS & SITES

Easily navigate your customer information. WorkPal gives you a complete oversight to your client base.

CREATE JOBS

Provide your field workers with all the necessary job information they need. WorkPal automatically syncs this to the worker's mobile device.

JOB SCHEDULING

Ensure no conflicts occurs with job times for the days and weeks ahead. WorkPal keeps your schedule right.

DOCUMENT STORAGE

Save all related files to a job, and capture photos on site, which sync to the office system in real time.

QUICK SEARCH

Find the job you need with ease. WorkPal searches all job information to return what you need.

USER LOCATION TRACKING

Record detailed worker location information for each shift. WorkPal allows you to see a full history of field worker movement.

REPORTING

View user events, shift logs and custom reports to meet your needs and download these reports for further analysis.

INVOICING

WorkPal will automatically generate the job invoice for you, upon job completion. Free up admin time and make your day easier.

MOBILE FEATURES

The WorkPal Android and iOS app allows field based workers to instantly sync their job progress back to the office.

OFFLINE WORKING

Even when no network is available WorkPal still carries on with automatic sync when connectivity becomes available

NOTIFICATIONS

Receive notifications about job assignments so you are always up to date.

LIVE JOB LIST

With automatic syncing all your job information is kept up to date.

MANDATORY CHECKS

Complete mandatory daily checks on shift starts includingVehicle safety and personal protection equipment.

CAPTURE PHOTOS

Take photos and attach them to a job to provide detailed evidence of work carried out.

LOG TIME

WorkPal logs all shift and job time, allowing for accurate analysis and reporting.

ADD NOTES TO JOBS

Ensure an entire history and necessary details are recorded against each job with job notes

SIGNATURES

Capture customer signatures & take photo evidence of completed work.

GPS

WorkPal delivers constant GPS location monitoring to help with job assignment and job history.

Want to see WorkPal in action, register for a free live demo today!
GET IN TOUCH

WorkPal has made us more professional and efficient; it is the single best investment that we have made as a company to date.

Michael Gray, Coral Environmental

We were working with an antiquated, paper based system, which had worked well for 20 odd years, but we had outgrown it and we needed to bring ourselves into the twenty-first century.

Noel Singleton, DB McLarnon Fire