FCS Ditch the Paper for WorkPal’s Job Management Solution

About

FCS specializes in electrical safety and compliance services. Specifically, it is a principle-led business. They work to provide clients and partners with quality, integrity, and value.

FCS formed in October 2017. Since then, the company has seen significant growth. For example, they won multiple contracts. Now, they work with some of Northern Ireland’s biggest companies to ensure electrical safety.

FCS aims to educate its clients. Consequently, this enables them to make informed business decisions based on facts.

Looking to the future, FCS Services wants to establish themselves as the go-to company in Ireland. They focus on electrical inspection and testing services. Furthermore, they build lasting relationships with companies who value safety.

Currently, the company is looking at expanding its services. This includes installation works and inspections to ensure the safety of vital equipment.

Job Management Issues

FCS manages multiple jobs and clients across the country. However, having field engineers at various sites is challenging. This is especially true when using a paper-based system rather than a digital solution.

John Lorimer, Compliance Director at FCS says, “As our business has grown the number of new clients and individual jobs increased significantly. We always knew that spreadsheets and paper were an old and tired way of doing things, yet they served a purpose to get us up and running. Having multiple clients, multiple engineers and multiple jobs to track was always going to be a challenge.”

Benefits Of Using WorkPal As A Job Management Solution

Implementing WorkPal has several benefits for FCS. Notably, the solution enables users to create an entire workflow. This provides full visibility throughout the process.

Streamlined Workflow

You can log a quotation and transform this into a live job. Then, you assign engineers and store customer signatures. Finally, the system handles invoicing. WorkPal logs every part of the workflow process. Therefore, users can retrieve previous job information. Ultimately, this streamlines future operations.

“The whole system saves so much time and additional administration for the business.”

Seamless Integration

Creating and managing jobs under one system is a major benefit. Additionally, WorkPal integrates with other accountancy software. This includes Xero, Quickbooks, and Sage. Thus, it provides users with a seamless experience from start to finish.

Mobile Efficiency

WorkPal’s mobile app means engineers can log images. Also, they store important information like material lists.

“Without the app, this information would not make it back to us in a timely fashion.”

Customer Verification

Customer signatures are an essential part of job completion. Recording sign-offs protects your business. Also, it prevents engineers from returning to the job multiple times. The client must verify they are happy with all completed work.

“There can be no ambiguity when invoices are sent as records are there forever to clarify.”

Enhanced Capabilities With WorkPal

“WorkPal has given us a platform for growth. Taking on multi-site clients can be daunting due to the volume of paperwork, administration and filing involved. WorkPal makes this all so easy.”

Client Transparency

Previously, FCS could not support a client login feature. Now, this feature gives FCS clients the ability to log in. They can view all associated data relevant to them. Consequently, the transparency between FCS, its clients, and engineers is a great bonus.

Would You Recommend WorkPal?

“Yes, certainly we would recommend WorkPal to any business ready to improve their systems all around.”