Effective business intelligence is vital part of any organisation. WorkPal allows you to stay on top of budgets and support financial planning by maintaining a real-time cost history against individual assets and by monitoring performance KPIs.
WorkPal’s ability to accurately book jobs, forecast costs and timescales and dispatch your mobile workforce to best effect, radically improves the process of providing sustainable, viable business quotes.
It even delivers detailed reports on conversion rates, enabling you to identify and address key strengths and potential weaknesses in your quotation process.
WorkPal is specifically designed to manage mobile workforces. Its robust job scheduling system ensures the job conflicts do not occur. WorkPal’s scheduling tool enables dispatchers and planners to see exactly what is happening in real time and to plan ahead to ensure that resources are available to meet current and anticipated demands.
This means you can allocate staff and material resources to best effect, maintain service levels and manage compliance by planning and scheduling planned works. Its mobile signature feature means you’ll always be covered by proof of works.
At a glance, see all jobs being currently worked on. With WorkPal’s live job list see statuses and times change in real time.
The real time tracking function allows you to keep completely up to date with your mobile team’s activities, where they are and where they’ll be going next.
This information is vital in order for you to assign, monitor and track mobile workers and to continually optimise performance.
Raising the visibility of your fleet and drivers means you can achieve the best output from each asset and resource and reduce operational costs. This saves valuable time, gets mobile staff to their jobs quicker and improves customer services.
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.
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.
WorkPal immediately captures all of the costs associated with each job and can integrate seamlessly with QuickBooks Online, Xero and Sage.
WorkPal calculates hourly rates, materials used and service costs on a client-by-client basis, and relays this information to back office. This dramatically speeds up quoting and invoicing, saving time and improving cash flow with paperless, bulk invoicing.
Once an invoice is created WorkPal provides the additional option of exporting the invoice to Sage, Xero and Quickbooks Online
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.
The WorkPal Android and iOS app allows field based workers to instantly sync their job progress back to the office.
WorkPal has made us more professional and efficient; it is the single best investment that we have made as a company to date.
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.