Setting up a Trigger for leads ensures that your sales team are keeping track of potential customers. One of the Triggers that you can set up for your leads is to have the system notify another member of staff when a quote has been generated from a lead.
Quoting phase is one of the most vital stages of business as it requires staff to act promptly. Eworks Manager offers various Triggers in its scheduling system. These can remind or notify staff when an action takes places around a quote. For example, you can set up a Trigger to notify your scheduling staff when a quote has been converted into a job. This ensures that your staff act quickly and assign jobs as soon as possible.
When jobs are in progress, certain things can happen which need office intervention. Setting up various Triggers for jobs will ensure that staff are keeping a close eye on job activity. For example, when workers action via the Mobile App that they require more parts, the system immediately notifies the office. This ensures that the office can order the parts immediately.
SLA’s set up in the system will run as recurring jobs. These jobs automatically rise in the system based on the rule you set up in your recurring job. A Trigger can be set up so that when a job arises, multiple people are notified. This is handy in the case where you choose to raise it as an unassigned job and assign it to a specific worker in the field who is available.
For staff that need reminders to send or follow up on invoices, you can set up a Trigger. This trigger will notify staff when an invoice is unsent or if an invoice has gone past its payment due date. Your admin staff will then know that they need to chase up the payment from the customer.
When you or a member of staff set up recurring invoices, they automatically rise up in the system. This helps to remind you to send the invoice to your customer/s. With this Trigger, you or your staff can action the invoice to either print it off or email it to your customer.
When you create purchase orders in Eworks Manager, they need to be approved. Approval is generally done by a different member of staff to whom created the purchase order. Triggers can be set up to notify the staff member they have an order waiting for approval. Eworks also has a Trigger which will notify you when a staff member has approved a purchase order. so you can send it off to the relevant supplier straight away. Triggers will speed up the buying process and ultimately the job completion process.
Triggers against assets can be set up in Eworks to either notify you when the asset is in for repairs, has been moved from one location to another or when an assets warranty expires. This ensures you keep up to date with asset information instead of having to follow up with your field workers.
Eworks Triggers will let you manage and monitor all expenses. Whether they are expenses added by your field worker for a job or if they are a general company expense. Triggers ensure that you have your eye on and are aware of all costs for the company.
Creating Triggers around Vehicle Tracking ensures that if the device is unplugged and re-plugged in, the system notifies the person/s you select in the setup of the Trigger. This ensures any foul play is brought to the attention of the relevant people.
Set up a Trigger in Eworks to notify staff when stock quantities are running low. This ensures you never run out of stock and makes sure staff are ordering stock from suppliers before stock runs out. You can also set up stock thresholds per product and per location.