In the fast-paced business environment, efficiency and organization are essential components to succeed in any industry. For electrical contractors, this is even more important. As an electrician, it’s critical to utilize tools that help a business increase responsibility, customer satisfaction, and productivity. One of the best field service management systems for on-site service businesses is Workiz. Workiz is an electrical contractor software tailored for all business owners who provide on-demand services.
Streamlined Job Scheduling and Dispatch
One of the major features. This electrical contractor software helps with is job scheduling and dispatching. When it comes to managing multiple jobs at a time, this can be difficult to do manually. Now with Workiz, electrical contractors, and owners can save time and energy and dispatch work orders and jobs to employees at the right time and places.
Efficient Scheduling
With the scheduling interface, you will have the ability to drag and drop to reorder work orders. If an appointment needs to be done on a different day, no problem! Rewriting will allow you to easily drag and drop work orders without additional work. This tool will free up your time and allow you to focus on other aspects of the business.
Optimized Dispatching
Workiz feature allows field service managers to assign the closest available clusters to the nearest scheduled appointment saving gas and time. A contractor is able to never miss their appointments by ensuring they are getting the right people there at a specific time.
Comprehensive Invoicing and Payment Processing
An electrician must know how to manage different aspects of invoicing and payments. With the help of the software, this process is made easy for you. Their electrical contractor software comes with a wide range of features allowing you to efficiently manage this process.
Automated Invoicing
Unfortunately, creating and sending invoices for electrical contractors can be very time-consuming. You have to design the invoice, write the descriptions, and much more. This is not only a boring process but also results in many human errors. Workiz allows you to transform all the work order information into an invoice with just a few clicks. All you need to do is enter the required information and send it to your client within Workiz. Their integrated payment system will give your clients the ability to pay through the platform easily.
Secure Payment Processing
Workiz online payment processing allows your clients to pay your invoices through the platform.
They have many payment methods including bank transfers and credit cards. By allowing your clients to have different payment methods, you can help ensure a higher conversion rate.
Enhanced Customer Management
To provide great service and build long-term relationships with your clients, you need to be able to keep track of important customer information and service history. With Workiz’s comprehensive customer management features, you can easily keep everything organized and readily available.
Centralized Customer Database
Workiz keeps all of your customer information in one place so you can quickly look up contact information, service history, and notes from your calls. Keeping everything in one place helps your team deliver personalized service and make fast resolutions to customer concerns!
Communication Tools
Great communication is essential to keeping strong relationships with your clients! Workiz features built-in communication tools that let you send appointment reminders, follow-up messages, and notifications to your clients by SMS or email. Keep the lines of communication open, and keep your customers informed every step of the way!
Improved Team Collaboration and Efficiency
Real-Time Updates
It helps you to keep your team in sync by providing real-time updates on job status, technician location, and customer information.
Your entire team knows exactly where they stand, eliminating confusion and making responsibilities clear
Task Management
With task management built right into the software, you can easily assign tasks, and keep track of their progress. By breaking down bigger jobs into smaller, more manageable tasks, you can guarantee nothing falls through the cracks, and that everything gets done when it needs to be done.
