Eworks Manager

Award Winning Job Management Software

Document Management Invoices & Expenses Jobs & Projects

Quotes
Job Management
Auto/Smart Planning
Inventory
Assets
Compliance Forms
Vehicle Tracking
Invoicing
Purchase Orders & Expenses

Quotes

Manage, create and send out quotes to your customers with a few clicks of a button
Create Triggers & Reminders for when those quotes needs chasing up by your office staff
Print and email your quotes out to your customers
Customise and create additional quote templates to match your companys brand
Manage all of your draft, processed, call back, rejected and converted quotes all within one system!
Once your quote has been accepted, you can convert this straight to a job, carrying all the quote information over so you can schedule the work in asap!
With the Eworks quotes dashboard and reports, this gives you a full breakdown of where your quotes are at and how many sales you have won over a given period

Job Management

Create and schedule in jobs from the admin system and mobile app Track the progress of your active jobs straight from appointed to completed
Schedule in jobs through the Time Planner via the day, week or month view so you know who is available
Receive real time updates on status changes of jobs
Plan jobs in advance with our recurring jobs feature so your weekly, monthly, or yearly services
Attach materials, services and internal expenses to jobs so you can track your profit and loss
Receive automatic notifications when your jobs have gone past their complete by date so you can track time management
Receive jobs sheets once your operative has completed a job and send this over for invoicing

Auto/Smart Planning

Smart Planning allows you to see the quickest and most economical appointments available
You can assign jobs to the correct Users by what job types they are qualified to do with smart planning
With Smart Planning, you can adjust search results to get best available appointment slots with the job start and complete by
Works for companies that require instant smart planning
Setup auto planning for your jobs so you can automatically plan jobs in for your operatives based on their location and what other jobs they have scheduled in
Auto planning reduces admin work within the office
Auto planning will use travel routes to improve routing of jobs
Get more jobs done in a day, generating more revenue

Inventory

Manage your incoming and outgoing stock in your warehouses and your vehicles so you know what stock you have available
Create purchase orders for suppliers based on your stock levels
Manage what stock you currently have, what is available to allocate to jobs and what is currently committed against jobs
Manage your picking lists for your workers so they can pick stock up when this is ready to be collected from your warehouse, office or directly from the supplier
Your operatives can manage their stock levels, stock checks, picking lists and transfers all on their mobile app
Mark off what stock has been users on jobs so this is then taken off your stock levels via the mobile app and admin
Have multiple warehouse and mobile locations
Default your pickup points for your operatives for efficiency
Set up triggers so you know if you are running low on certain stockFull reporting available on your stock levels

Manage your incoming and outgoing stock in your warehouses and your vehicles so you know what stock you have available

Assets

Manage all your company assets in one place
With assets you can manage and plan your customers assets by location
Setup recurring jobs to automatically create jobs for your mobile operatives to maintain your assets on a weekly, monthly, or yearly basis
Customise your assets and the information collected with our custom fields option
Have full asset history on both the admin and mobile app
Create asset categories, groups, and typesMark your assets on repair so you can keep track of your asset maintenance
Create asset registers from the mobile and manage the information
With our barcode scanner, you can search for your assets straight from your camera on your mobile devices by scanning the barcode, which instantly takes you straight to the asset so you can update the status, add notes or update the location

Compliance Forms

Create and allocate your digital documents on Eworks and assign them over the appointments for your mobile operatives to complete on the mobile app
Keep all your company paperwork within one system
Email and print off your completed digital documents straight from the admin system
Digital documents accessible straight from the system such as compliance forms, Gas Certificates, EICR, Fire Detection and Alarms certificates and more.
Set and manage questionnaires for the Eworks app whilst on a job
Create questionnaires for your operatives to complete whilst on a particular status of a job
Create questionnaires for customers on completion of a job
Manage and track jobs efficiently, asking the questions you want to know on the quality of your business
Keep track of staff performance
Create Daily Questionnaires for your operatives such as vehicle checks

Vehicle Tracking

Track and Trace your vehicles through our vehicle tracking software
Plug & Play devices available that can simply plug into your OBD port, no installation required
Set notifications for when a device and been unplugged from a vehicle
Internal devices available so the tracking devices cant be unplugged from the vehicle
Track where your vehicles are if they have been stolen
One system for planning and tracking your entire fleet
View an engineer's jobs and the progress and the current location
Playback features gives you history of your drivers
Optimise your fleet for fuel efficiency
Control private mileage against business mileage
Manage driving behaviours and monitor speed

Invoicing

Automatically create invoices from authorised jobs, bringing all the job information and costings over within seconds
Print and email your invoices straight over to your customers
Manage your draft, outstanding, overdue, and paid invoices all within one system
Keep track of all outstanding debts
Record bulk payments against multiple invoices
Integrations available for Sage Accounts so you can sync all of your customers, suppliers, products, invoices and purchase orders
Customise your invoice templates to match your company brand
Full reporting available for your invoices such as account statements, invoices dashboard, invoice summary report and much more.

Purchase Orders & Expenses

Manage all of your internal expenses and supplier purchase orders within one system
Raise Purchase Orders against your jobs so you can calculate your profit and loss more accurately
Send Purchase Orders straight to your suppliers from the system and attach your supplier invoices
Mark deliveries against your Purchase Orders
Attach internal expenses to your jobs and mark them as billable
Attach expenses to your Invoices and send this directly to the customer
Attach receipts to your expenses for proof or purchase
Manage all of your payments to staff with expenses Full reporting available against expenses and purchase orders