Michael Gray and Susan McBrien of indoor environmental consultancy Coral Environmental explain how WorkPal, the mobile workflow management solution, has transformed their business and enhanced the service they offer to their clients.
Date: 23rd February 2016
Working across all sectors throughout the UK and Ireland, Coral Environmental has over 20 years’ experience in providing a number of services from complete Legionella Management and Water Treatment to Asbestos surveying and Air Quality assessments.
CORAL ENVIRONMENTAL’S JOB MANAGEMENT CHALLENGES
Michael explains: “We were drowning in paperwork and a huge amount of time was being spent on administration, so much so that we needed to recruit another administrator. Our paper-based system and job management process was not as professional or efficient as it could have been. Our field workers travel the length and breadth of the UK and Ireland and effectively, they could travel for up to two weeks before having the opportunity to come into the Belfast office to hand over paperwork, specifically job sheets. As a result, jobs were not being processed quickly enough, which meant that invoices were not being sent out promptly.
“The reporting that we were able to provide to clients was also limited. Job ownership, accountability and traceability were also additional issues of concern.”
WorkPal approached Coral Environmental offering a more effective job management system that would be easy to manage, save time, increase efficiency and professionalism and eliminate the chance of error.
THE WORKPAL SOLUTION
WorkPal now enables Coral Environmental to send job details to a field worker’s mobile app, which they use on- site to complete documentation, take pictures, capture clients’ signatures and more. Once a job is completed, all the information is synced back to the office, invoices can be generated, job histories are created and recurring work is automatically scheduled. The system also integrates into their accountancy package, QuickBooks.