WorkPal Improves Workflow Management For ACR

About ACR Plumbing & Heating Date: 2nd July 2020

ACR Plumbing & Heating Limited has operated for nearly 30 years. Specifically, they specialize in plumbing and heating repairs, services, and installs. Since being founded in 1990, ACR has worked with property management agents, commercial clients, and thousands of residential customers. Moreover, the company employs a team of highly qualified engineers and registered gas installers across Ireland.

Job Management Issues

However, managing workflow across the country with engineers in various locations is difficult. For example, scheduling and paperwork delays plagued ACR. Consequently, the company needed plumbing and heating software to help manage its workforce.

“There was always a delay in terms of paperwork and scheduling. Everything was scheduled and arranged through phone calls, which slowed down the business for costings and follow ups.”

In short, manual scheduling took too much time. Therefore, the business’s current processes became inefficient.

Benefits of a Workflow Management System

“With WorkPal all our jobs are now live”, highlights ACR Managing Director, Carol Kavanagh.

Real-Time Job Scheduling

First, WorkPal allows desktop users to see status updates in real-time. As a result, you can schedule more efficiently and plan future works without the worry of overlapping appointments. Additionally, WorkPal’s Scheduling Software provides a full company overview. It displays active engineers, start times, and current job status. Ultimately, the user-friendly interface makes visual planning simple.

Improved Communication

Furthermore, ACR improved customer communication significantly using the software.

“During the Coronavirus Lockdown WorkPal has really helped with emergency only calls.”

Now, WorkPal keeps customers informed of job status. For instance, they can log into customer portals to view important job information. This includes engineer times, material lists, and costs.

Carol emphasises, “In any business communication and traceability is key.”

Streamlined Invoicing

Next, once an engineer marks a job as complete on WorkPal, the app syncs all information back to the office. Then, the system generates an invoice automatically. In fact, you can email this directly to the client before the engineer even leaves the site.

“There is no delays in Invoicing with WorkPal”, says Carol.

Because centralizing information makes workflow management easier, you miss no invoices. Therefore, you receive payments faster. Consequently, this improves cash flow.

Essential Job Reporting

Also, reporting drives informed management decisions and streamlines business operations. This applies to both ACR and its customers.

“Job reports in WorkPal are vital for our landlords and customers alike,” says Carol.

In other words, you can customize reports to display exactly the information you need.

Enhanced Capabilities with WorkPal

“With WorkPal we have much more control of our scheduling and our engineers.”

WorkPal gives you a full overview of your workflow management. Notably, it features GPS Tracking to provide visibility of your engineers’ locations at all times.

“The support from the WorkPal team is excellent and that was a really important factor for us in deciding to go with WorkPal.”

In addition, we have a dedicated team to support you through every stage of the process. This ranges from implementation to after-sales support. Meanwhile, our live chat service lets us communicate with customers online at a time that suits them.

Secure Cloud Storage

Finally, a cloud-based system stores all information in one place. Thus, every user can access it easily.

“Gas certs used to go missing and pages got lost in transit, which is a thing of the past.”

Would You Recommend WorkPal?

“Absolutely, 100% transforms our office and the way we work.”