System Features – CMMS

Welcome to our System Features page - below is a list of some amazing features that will help you be in control of your business

Sales Features

We have many features in our sales system which allows you to keep a hand on building your business. Whether you have a sales team / department or just yourself - these features will help you convert more sales.

Lead Management

Managing leads and enquiries has never been easier. You can import potential customers, manage existing enquiries and market to all your contacts. Perfect if you use telesales staff or companies that you outsource for your appointments.

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Quoting System

Using Eworks you can store all your quotes in one place - report on sales - manage your sales appointments

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Marketing

Controlling all your contacts, customers and suppliers in one system allows you to send information to each or all of them with our marketing export features.

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Job Management Features

Our system allows you to manage your jobs with ease. Long gone are the days of using excel and huge pivot tables. Using Eworks allows you to automate your processes and become more efficient. Never lose sight of another job.

Job Management

Our job management system manages all your workload in one system including jobs, quotes, invoices, job reports, leads, expenses, the list goes on! You can create jobs, set appointments to your users and keep track of all your workload.

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Inventory Management

Our Inventory management software is a system that keeps track of your inventory such as your stock levels, orders, deliveries, sale performance and much more.

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Asset Management

Asset management is a system that involves managing and developing the asset distribution, maintenance, and utilisation of assets within a business, so with eworks you can easily plan your maintenance and make asset management a success!

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Field Workers

Send jobs to your field staff where they can log in from the eworks app and be notified of assigned jobs, where they can accept or decline with a few clicks of a button and manage their workload!

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Managing Tasks

Manage tasks with the eworks task centre where you can allocate tasks to all your office staff and keep track and be notified of your own.

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Planning and Monitoring Features

Planning jobs is an art, you have good planners and poor administrators that just process requests. Using Eworks you can plan more efficiently with job locations, job types, engineer skills and product costs taken into account. MONITOR THE PROGRESS OF JOBS IN REAL TIME.

Vehicle Tracking

Our vehicle tracking solution keeps track of your vehicles when they’re out on the field regardless of whether your drivers are parked, taking a break or on the move to a new job, you will be able to detect their specific location always!

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Diaries - Time Planning

Knowing your workers diaries helps you plan your jobs effectively. Eworks Manager has a built in time planner for you to simply drag your jobs into someone’s diary.

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PPM - Recurring Jobs

Plan ahead with our recurring jobs feature which will automatically create jobs within the system when they're due with whatever re-occurrence rule you have set. Once created, you can then manage your workforce to complete the jobs off.

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GEO Location Planning

With our geo map view, when you receive a job we let you know where to go. The APP will take your current location and then give you directions to your next job. All this is mapped on our cmms software for admin to track.

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Automate Job Sheets

With our jobs sheets feature, you can say goodbye to mountains of paperwork and hello to managing all work orders within one place and be able to send them out to your customers to keep them in the loop.

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Real Time Alerts

You’re in control when it comes to triggers as you can set a certain time & date when you’d like to receive an alert. Customise your alerts and manage your business efficiently across the board.

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Work Scheduling - Jobs

We can track and correlate all your users time spent on jobs. This information can be accessed in the reporting section on the admin system. Filtered and segmented reports help you to find users to see their timesheets on a daily, weekly or monthly basis.

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Monitor Progress - Live Panel

With the Eworks live panel you can track all jobs that your engineers are working on at that time! This enables you to see when jobs overrun, who available for reactive work or who simply haven’t started.

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Live Mobile Tracking

Track your users with our Live Mobile Tracking solution! Know where your users are and what jobs they are working on with our live map on the eworks system and manage your staff efficiently.

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Dashcam Software

Our Dashcam Software reports on vehicle location, speed, forceful impact, harsh braking, and other driving styles. Monitor your employees driving from where ever you are.

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Compliance Features

Making sure you comply with all your contracts is an absolute must - We have many features that allow you to make sure every job is carried out with the project requirements.

Triggers - SLA Tracking

Our triggers allows you to set service levels against certain actions within our system. These alerts will automatically notify your specified member of staff to ensure KPI's are met.

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Mobile Documents

Your bespoke company documents can be digitised into our system and can be completed by your operatives.

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Images - Proof of job

Your operatives can take images of before and after jobs. These will be stored against the job and can be viewed and emailed at any point

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File Manager

All your attachments and documents are stored in our file manager built into Eworks. You can search and retrieve using a simple search.

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Questionnaires

Set and manage questionnaires for your mobile users whilst out on a job which can be set for your staff or customers to fill in after or before a job! With our questionnaires feature, you can keep track of job efficiency and staff performance.

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HR - Staff Management

Manage your staff effectively with Eworks Manager! Manage tasks, jobs and staff and see who is working on what so you can plan reactive maintenance and spend more time on your business!

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Communications

Keeping track of all your staff and the communication with your customers is impossible unless you have Eworks. Track calls, emails, tasks, notes and complaints.

CRM Software

CRM is included in the Eworks system - We track all communication with all your customers, suppliers and users.

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Customers

Let your customers keep track of their jobs via the customer log in portal! You can control what they have access to so you are in control! Your customers will be able to keep up to speed with their jobs, which will reduce calls in the office.

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Suppliers

Eworks allows you to transfer all your suppliers onto your account via our import feature so you don't have to manually enter them in. Keep track of your supplier information and communication using our CRM feature so you know exactly whats going on!

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Help Desk

Eworks Help Desk feature allows you to create, manage and track all your customer tickets. Keep a full history of all tickets in one system

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Finance Features

Making sure all the figures add up - With many finance integrations you will be in safe hands using Eworks.

Invoicing

Our invoicing feature is a full system that allows you to manage your customers, and suppliers all in one place. No other finance system will be required to run your business.

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Purchase Orders

Eworks Manager integrates your purchase orders with other financial reports to give you a full company overview and our system allows you to add new purchase orders, approve user purchases, set purchase orders as paid, search for purchases and view purchase order statements.

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Expenses

Having access to the expenses part of our APP enables you to track all your expenses as and when they occur. This allows costs to be assigned to specific jobs and also allows you to see the true profit of every job and customer.

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Finance Integrations

Not ready to change your finance solution? No problem! As Eworks Manager integrate with the leading finance softwares such as Xero, Sage and Quickbooks so all your finances can be kept within one system!

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Enterprise Features

We have features within Eworks that are built specifically for Enterprise size organisations

Project Management

Manage your projects in Eworks and see your progress. With financials and reports you will never go over budget.

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ERP

Eworks Manager is an ERP software as it keeps your business organised all in one place. The aim for our ERP solution is to make you feel at ease having all your information in once place, to produce work productivity, grow profit and view your business at a 360° angle.

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Manage Sub Contractors

Our enterprise solution allows you to connect a large network of Eworks systems together. This allows you to send jobs from your system to your partners system and will track the full progress live. Perfect for managing sub contractors nationally or internationally.

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Project Scheduling

Scheduling Large projects can be a huge job. We have a project planner that allows you to plan your works, quote for it, and if successful commit it to automatically create the work.

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System Support and Training

We are here to support you.

Support

Unlike most Job Management Software companies, we offer constant support to all existing and potential customers with our very friendly and helpful customer service team! We offer phone support through the week, an online ticketing system and a 24 hour email support.

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Training

Within your price package, we offer online training for all of our customers whether you need a recap of the system, a certain feature explained or have a new employee that needs to know the system! We offer other training needs so if you would like more information, get in touch!

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Help Videos

We have many training videos available which explains each feature on the Eworks system, which is handy for quick training needs and new starters!

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