WorkPal’s Workflow System Transforms Footfall
About Footfall
Originally, Footfall Ltd was established in 2006. Since then, they have provided modular floor and wall protection solutions to clients nationwide. Specifically, Footfall offers site surveys and a comprehensive supply and fit service. Currently, the company employs a number of field engineers for their sales and installation teams. Therefore, they operate all over the Island of Ireland from Cork to Belfast.
Job Management Issues
Notably, Footfall has experienced significant growth in recent years. Consequently, they outgrew their current workflow process. The company needed to improve communications within the business from office staff to their field engineers. Eventually, Footfall realised the advantages of implementing a comprehensive workflow system to help improve all areas of the business.
Benefits Of Using A Workflow System
“By introducing WorkPal’s workflow system, we have established a comprehensive catalogue of all products and services.”
Centralised Digital Data
First, WorkPal stores all information within the system. As a result, every user can access it easily. Furthermore, you can store all relevant job information within the digital file. Thus, this saves engineers and office staff from sorting through paperwork to find what they need.
Also, adapting forms into a digital format considerably reduces time spent on manual input. Upon set up, our in-house development team gives you the option to transform your paperwork into Digital Forms. Then, the app automatically syncs all captured information back to the office. From there, you can email or export the data.
Efficient Job Scheduling
Next, the Job Scheduling feature incorporates a user-friendly dashboard and real-time information. Therefore, office staff can accurately assign jobs to field engineers without the worry of overlap.
“Job scheduling has been streamlined and installation management is less time consuming.”
Now, users can see job status and plan adequately for future works.
Simplified Quote Management
Additionally, storing all information within WorkPal makes Quote Management much simpler. For example, the sales teams have access to information from previous jobs. This includes all resources used. Consequently, this reduces the risk of under-quoting. Ultimately, quotes become more accurate and professional, saving time and money.
“Quote management became simplified and allowed us to respond more efficiently to our clients.”
Enhanced Capabilities With WorkPal
“WorkPal’s workflow system has enhanced the way we operate in every way. From job scheduling to quoting and invoicing, everything is more efficient.”
By streamlining the workflow process and improving communication both internally and externally, Footfall can now spend more time focusing on its customers. Simultaneously, they can tailor their business to meet client needs.
“We found WorkPal has offered us a platform which improves communication between our different teams. When our sales teams create jobs on WorkPal, information is automatically fed through to the installation teams, in turn, completed jobs automatically generate invoices.”
Finally, using WorkPal’s Invoicing feature means you miss nothing. Instead, you send invoices directly to the client. In short, this improves business cash flow.
Would You Recommend WorkPal?
”We would highly recommend WorkPal. From the initial project team right through to daily support, WorkPal has transformed the way we work.”