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 allow 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 has never been easier. With our software, you can easily import potential clients and manage existing queries. This system is perfect for those who outsource telesales staff or companies for their appointments.
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Quoting System
Using Eworks Manager, you can store all your quotes in one place, report on sales and easily manage your sales appointments. Our system stores everything no matter the quote status!
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Marketing
Our Integrated Marketing Software allows you to control all your contacts, customers and suppliers in one system. Furthermore, with our marketing export features, you can send this information to each customer or all.
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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 Manager will enable you to automate your processes and become more efficient. Never lose sight of another job.
Job Management
Our Job Management Software manages all of your workload in one system, which includes jobs, quotes, invoices, leads and the list goes on! You can also create jobs, set appointments for your users and keep track of all your workload.
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Inventory Management
Keep track of your inventory, such as your stock levels, orders, deliveries, sales performance and more, by using our customised Inventory Management Software.
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Asset Management
Our Asset Management System involves managing and developing asset distribution, maintenance, and utilisation of assets within a business. With our software, you can easily plan your maintenance and make asset management a success!
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Field Workers
Simply send jobs to your field staff where they can log in from the Eworks Manager app and receive notifications of assigned jobs. They can also accept or decline with a few clicks of a button and manage their workload easily and effectively!
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Managing Tasks
With Eworks Manager, you can manage tasks effectively and simply. You can allocate tasks to all your office staff and easily keep track of your own. Spend your time productively with our Task Management Software.
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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 Manager, you can plan more efficiently with job locations, job types, engineer skills and product costs. MONITOR THE PROGRESS OF JOBS IN REAL TIME.
Vehicle Tracking
Our vehicle tracking solution keeps track of your vehicles when they're out in the field. Whether your drivers are parked, taking a break or on the move to a new job, you are always able to detect their specific location!
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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 with which you can simply drag and drop upcoming jobs into your worker's diary.
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PPM - Recurring Jobs
Plan ahead with our Recurring Jobs Feature which automatically creates jobs within the system with whatever re-occurrence rule you have set. Once created, you can ensure that your workforce completes their jobs efficiently.
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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 appointment. All this is mapped on our CMMS Software for admin to track.
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Automate Job Sheets
With our Job Sheets Feature, you can say goodbye to mountains of paperwork and hello to managing all work orders within one place. You can also send updates to your customers to keep them in the loop. .
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Real Time Alerts
With our Real-Time Alerts, you are in control. Set a specific time & date when you would 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 each employee's time spent on a job. This information can then be accessed in the reporting section on the admin system. Filtered and segmented reports help you to view each user's timesheet.
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Monitor Progress - Live Panel
With the Eworks Manager live panel you can track all jobs that your technicians are working on! This panel enables you to see when jobs are overdue, who is available for reactive work and which jobs have not yet 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 and manage your staff efficiently.
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Workforce Planning Software
Workforce planning is easy with Eworks Manager. With our Workforce Planning Software, you can discover the location of your operatives with ease.
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Dashcam Software
Our Dashcam Software reports on vehicle location, speed, forceful impact, harsh braking, and other driving styles. Monitor your employee's driving behaviour from wherever 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 gets done within the project requirements.
Triggers - SLA Tracking
Our triggers allow you to set service levels against certain actions within our system. These alerts automatically notify your specified member of staff and ensure that KPI's are met.
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Mobile Documents
Your bespoke company documents can be digitised into our system and completed by your operatives out in the field.
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Images - Proof of job
With Eworks Manager, your staff can attach any relevant work photos to a job. The system also files the images against a given job which can then be included in the job sheet.
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File Manager
Store all your attachments and documents in our user-friendly file manager. You can also retrieve any required document using a simple search.
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Questionnaires
Set and manage questionnaires for your mobile users who are out in the field. These questionnaires 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 Manager. Track calls, emails, tasks, notes and complaints.
CRM Software
The Eworks Manager system includes CRM - 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 login portal! You also have control over what access level they have and what is viewable. Your customers can keep up to speed with their jobs, which reduces calls into the office.
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Suppliers
Eworks Manager allows you to transfer all your suppliers onto your account via our import feature, so you don't have to enter them in manually. Know what's going on at all times by keeping track of your supplier information using our CRM feature!
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Help Desk
Eworks Manager's Help Desk Feature allows you to create, manage and track all your customer tickets. Keep a full history of all your 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 Manager.
Invoicing
Our invoicing feature is a full system that allows you to manage your customers and suppliers all in one place. As well as this, no other finance system is 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. Our system also allows you to add new purchase orders, approve user purchases, and view purchase order statements.
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Expenses
With our software, you can track all your expenses as they occur. Our software allows costs to be assigned to specific jobs and gives you a true reflection on profit for every job and customer.
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Finance Integrations
Not ready to change your finance solution? No problem! Eworks Manager integrates with leading finance software such as Xero, Sage and Quickbooks so all your finances can be stored within one system!
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Enterprise Features
We have features within Eworks Manager that are specifically built for Enterprise size organisations.
Project Management
Manage your projects in Eworks Manager and track their progress. With financial 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 one 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 an extensive network of Eworks Manager systems. This connection will enable 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 tremendous job. We have a project planner that allows you to plan your works, quote for it, and if successful, commit it to create the work automatically.
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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 provide 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 our customers whether you need a recap of the system, a particular 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 explaining each feature on the Eworks Manager system, which is handy for quick training needs and new starters!