Heat Doc are specialist registered installers of energy saving technology, heat pumps, solar, underfloor heating , wall and ceiling heating and energy saving radiators.
The company have been advising and installing heat solutions for commercial and residential customer for almost a decade.
Covering most of Leinster and Easter Munster, Heat Doc have a sizeable workforce of field engineers travelling across Ireland, guiding customers to the most effective solution for their business and providing high quality installations.
Communication between office staff and field engineers can be challenging when operating a manual process. Scheduling software gives the users the ability to assign jobs to engineers quickly and easily. “We had issues with scheduling jobs in an efficient manner,” says Managing Director of Heat Doc. “We were finding that we were wasting time and money on general running costs.”
Ensuring that all client job information is kept together in one place is particularly important. “We needed one platform to allow office admin & on road engineers to be able to work in alignment.”
WorkPal operates a built in Scheduling Software with drag and drop technology for easy visualisation and editing. The software ensures job conflicts to do occur with its user-friendly interface. Users can see exactly what is happening in real time and plan to ensure resources are available to meet current and anticipated needs. The scheduling software provides a quick and easy way for office staff to allocate and re-assign jobs, saving the business time on administration duties.
When operating a paperless solution, collecting and storing client information is much easier. Paperwork is all stored online and in one place, meaning users have access to it at anytime and from anywhere. Quotation management and invoicing becomes more streamlined, which leads to improved cash flow for the business. All previous quotations, labour and materials are stored within WorkPal, making quoting for future jobs faster and more reliable. “Having parts and assets stored allows us to send professional looking quotes to prospective clients.”
Once a job is completed, the engineer receives a digital signature from the client and an invoice can be generated and emailed to the customer before the engineer leaves site. “WorkPal also makes it very easy to link invoices for completed jobs”. This ensures no invoicing is forgotten about and payments can be made faster.
“Live Job Lists are crucial in allowing us to plan our week efficiently.” Users can quickly see in real time which jobs are currently in progress and therefore resources can be assigned accordingly. Information can be filtered and customised to ensure you have the most important data available in order to make informed decisions.
WorkPal also has a reporting feature which allows management to consolidate data from previous jobs in order to create a more streamlined operation. All job resources are automatically synced back to the office providing shift and user log reports which can be exported from the system.
“Yes, I absolutely would recommend Work Pal to other companies as its very user friendly. It’s is a great addition to our working day.”
16th June 2020
Gas, Plumbing & Heating