Locksmith SoftwareHow Can Eworks Manager Help Locksmiths?
Eworks Manager is the perfect solution for Locksmiths. It allows you to manage your planned and reactive jobs all in one place. When you are with a customer, you can also easily quote from the admin system or the mobile app. You can plan jobs for your locksmiths with a simple drag and drop planner solution. Once the job is complete, you can also manage your invoices via our finance system. That, or we can integrate your system into Sage, QuickBooks or Xero.
Eworks Manager is the perfect quoting solution for Locksmiths. Creating and managing quotes is as simple as a few clicks. As the quote is processed, you can easily change the status of it to keep up to date of which ones need following up.
With Eworks Manager, there are also various ways of invoicing to meet the customer’s needs. You can invoice from site as soon as the job is complete; alternatively, the invoice can be managed from the office. In both instances, you can also record the payment. We also integrate into Sage, Xero, and Quickbooks, providing a seamless approach into each system.
Keep track of all your jobs in one place. With a daily/weekly planner, you can easily see the availability of jobs with ease. You can also plan out the work efficiently and ahead of time. Jobs can be scheduled for every week, month or year. Simply create a reoccurrence rule a few days before the next appointment is due. As a result, the job will appear as an unassigned job ready to be planned.
Reactive Job Management
With a simple drag and drop, and entering a few details into the system, you can book the job into the diary and the locksmith in the field will receive an email/text alerting them. Once the locksmith is on-site, they can also upload photos and a customer signature, or approval, for the job sheet. As well as this, they can upload expenses and receipts. You can also digitise any other documentation and complete it via the app.
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