Invoice directly from jobs completed.
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.
Improve profitability of jobs
WorkPal’s smart job management software calculates hourly rates, materials used and service costs on a client-by-client basis.
Creating client jobs directly from stored quotations means all original pricing is accessible through the WorkPal system. Reporting allows your management team to keep track of the jobs profit margins continually and make changes where needed to ensure the job is successful for both your business and your client.
5 Ways Field Service Management Software Can Benefit Your Business.
5 Ways Field Service Management Software Can Benefit Your Business.
Encourage repeat business
Providing professional, timely and accurate invoicing is essential to retaining clients and generating repeat business. Through WorkPal’s invoicing feature, clients are provided with the billing information immediately after the job has been completed.
Job sheets can also be sent along with invoicing, giving your clients proof of works and sign-off signatures.
Better cashflow management
Having the ability to automatically invoice client invoices once a job has been completed enables your office team to send invoices faster, ensure nothing is missed and receive payment faster than if this were a manual process. Completed jobs can also be batch invoiced to save time.
Your team can track the stage of an invoice, depending on if it has been emailed to the client, printed or exported to PDF. Using the email event log, the team can track all emails from your system.
Speak To A Consultant
Book A Custom Demonstration
Our software consultants are experts in field service software and work with various industries throughout the UK and Ireland. We’ll create a customised demo environment with similar jobs to your businesses and take you through how the system works in full.
Speak To A Consultant
Book A Custom Demonstration
Our software consultants are experts in field service software and work with various industries throughout the UK and Ireland. We’ll create a customised demo environment with similar jobs to your businesses and take you through how the system works in full.
Integrate with your accounting software
WorkPal can easily integrate with most of the popular accountancy packages used by businesses including Sage, Xero and Quickbooks.
Invoices can be exported to these systems directly from WorkPal and can be easily managed.
“WorkPal’s workflow system has enhanced the way we operate in every way. From job scheduling to quoting and invoicing, everything is more efficient.”
