Track Your Jobs and Everything in between with a Job Sheet Software Solution

Find the Job Sheet Software Solution for your Service Business

One of the trickiest parts of any service-based job is managing your money. Your team may have all the technical skills required to do a good job, but if you don’t have a working system for billing clients and collecting payments, you’ll always have a cash flow problem. Luckily, Eworks Manager offers Job Sheet Software Solution to streamline the whole process from start to end. You can also do everything from a computer screen, a tablet, or a mobile phone. Here’s a step-by-step process you can follow to smoothen the process.

Step 1: Identify the Job

Eworks Manager has a CRM software that makes it easy to track any job. Your customer service team can also instantly pull up a customer’s history, even while they’re still on the phone with a client.

If it’s a first time customer, you can put their details into the system. For a repeat customer, your service reps can refer to earlier incidences, which makes the customer feel remembered and appreciated. That personal touch makes all the difference, and it’s a good opportunity to get customer feedback and testimonials.

Step 2: Send a Quotation

You can program your platform to divide tasks into categories. You can also develop templates that your customer service staff can use to generate quick quotations, using our online quoting system. These quotes should cover labour charges, distance from the office, and nature of the task. Recurring customers also might be eligible for discounts, and emergency situations may require priority.

Confirm that the customer is okay with the costs, and then mail them a quotation that includes prospective due dates. If they need to pay a deposit, you can sort all that out while you’re on the phone with them.

Step 3: Assign a Technician

Once the cost is agreed on, you can open the Job Sheet section of Eworks Manager. It will show you what your technicians have scheduled for the day. The Vehicle Tracking tool will also show you where they are in real-time. Combine location information and join diaries to pick the best person for the task.

For example, if one of your technicians has a job within the neighbourhood of your new customer request, you can ask them to visit the site once they’re done with their current job.