Summary
Pump Technology Services is a pump service and maintenance company specialising in clean and wastewater applications. Based in Berkshire, the business operates nationwide, installing, servicing and maintaining equipment across a wide range of client sites. With field engineers regularly out on the road, the team needed a reliable software solution to manage their workflow and work more efficiently.
The Challenge
As Pump Technology Services took on more clients, managing incoming jobs became increasingly difficult. Assigning jobs to engineers spread across the country was a daily challenge, and the team had no central place to store and access the information they needed.
In addition, the business struggled to collate data for future site visits, maintain up-to-date customer information and manage on-site assets effectively. As a result, the team began looking for a paperless job management system that could bring everything together in one place.
“The more jobs we had coming in from clients, the harder they were becoming to manage. We have clients all over the country and assigning jobs to engineers was difficult.”
The Solution
Pump Technology Services implemented WorkPal to centralise all job data and streamline daily operations. All information now lives on one easy-to-use platform, giving both office staff and field engineers instant access to what they need.
Because the business relies on recurring jobs from clients, WorkPal’s ability to automatically populate repeat jobs with previous job information has been particularly valuable. This saves time, ensures no jobs are missed and gives engineers a full overview of service history before they arrive on site.
Furthermore, WorkPal integrates with accountancy packages, which has simplified the invoicing process significantly. Once a client signs off a job, data syncs back to the office and an invoice can be generated straight away. This has improved cash flow and removed a time-consuming step from the admin process.
“All information is on one easy-to-use platform. The system is very easy to use — the interface is clean and simple, and having the ability to personalise the dashboard to suit our business needs is great.”
The Results
Since implementing WorkPal, Pump Technology Services has seen significant time savings across the business. Admin work has reduced for both back-office staff and field engineers. Moreover, the system has cut travel time, saving money on fuel and allowing engineers to complete more jobs each day.
Job data is now accurate, consistent and easy to access, which has improved how the team manages recurring maintenance contracts and client relationships. In addition, the seamless link between completed jobs and invoicing has made a clear difference to how efficiently the business manages its cash flow.
“WorkPal has streamlined the inputting of data for us. It has been an invaluable addition to the business and we would recommend it to others within our industry.”
Client Testimonial
“Before moving to a paperless job management system, we had been recommended WorkPal by another business. It has been an invaluable addition to the business and we would recommend it to others within our industry.”
— Pump Technology Services
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