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 company’s 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 stock • Full 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 types • Mark 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 can’t 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