Job Management Software for HVAC Companies
PPM - Recurring Jobs
With our Recurring Jobs feature, you can plan and create jobs that reoccur every week, month or year. Once you have set up a recurring job, our system will automatically create jobs with the re-occurrence rule you have set. You can even choose when you would like the job to show up on the system before it's due date. Once created, you can then manage your workforce to complete the jobs. You can also manage your company projects all within one system.
Asset Management
Our Asset Management Software can help you manage, create, and maintain recurring and urgent jobs, Invoices against assets, recurring invoices, and maintenance services.
Keep track of your Internal Assets, whether that be your office equipment, vehicles and your customer assets. This includes boilers, or any other equipment provided to a customer that may require an annual service.
Plan jobs efficiently
The Time Planner is the perfect feature to slot in unassigned jobs to available workers. See who is available and then, with our drag and drop method, slot the job into your employee's calendar. You can assign callouts using smart or auto planning. Once saved, our Staff Scheduling Software will automatically sync updates to your staff's schedules on the Mobile App.
Quote clients with ease and convert quotes to jobs
Create quotes for customers and print or email quotes directly to your customers. You can convert the quote into a job instantly, without losing any information.
Our Mobile App allows you to create a quote on-site, speeding up the job process.
Invoice quickly and easily
Create invoices on the move with the Mobile App or from the Admin System. Customise your invoice for your company's brand and structure. Manage your overdue invoices and set payments terms for each customer. Eworks Manager also integrates into SAGE One, QuickBooks and Xero accounting software's, for your convenience. Our system also allows you to export your invoices for accountants or bookkeepers.
The comprehensive invoicing reports section gives you a breakdown of all invoices and the status of each of them. With this data, you can view all invoices that have been paid and what is still outstanding.
