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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Enhance the efficiency of large extinguisher and alarm inspection tasks by utilizing barcode or QR code scanning technology. When identifying any non-compliance issues, make sure to document the deficiencies recorded during inspections. Tailor your compliance reports for the Authority Having Jurisdiction (AHJ) to incorporate visual elements like graphs, charts, or photographs. Quickly recognize equipment using barcode or QR codes to streamline the process. Develop specific task lists tailored to each type of service provided. Adhere to EPA guidelines by accurately reporting refrigerant usage. Implement screening procedures for employees to check for COVID-19 symptoms. It's essential that technicians utilize the appropriate forms for their assignments and submit them with all necessary information. Ensure compliance is verified and address any discrepancies when data is automatically uploaded to ServiceTrade. Generate personalized, professional reports for customers and regulatory authorities such as the AHJ and EPA to demonstrate compliance effectively. Provide technicians with efficiency enhancements by auto-filling routine information from ServiceTrade, requiring them only to input new data. To guarantee thoroughness, implement mandatory fields that alert technicians if any information is overlooked, thereby promoting accuracy in reporting. This comprehensive approach not only improves the workflow but also strengthens compliance measures across the board.

Description

Workheld is a workforce management system that improves the efficiency and clarity in production, assembly, and service processes. The software system facilitates efficient planning, execution, and documentation. The software has many key features, including efficient planning and scheduling tools, integrated management of equipment materials and tools, as well as functions to record working and travel times, defects and material consumption, as well as images and other details. The software can generate reports automatically and be signed on-site by the technician or customer.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Asana
Dropbox
Facebook
Google Calendar
Google Drive
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Pipedrive
QuickBooks Online
Sage Intacct
Salesforce
ServiceTrade
Slack
Trello
X (Twitter)
YouTube

Integrations

Asana
Dropbox
Facebook
Google Calendar
Google Drive
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Pipedrive
QuickBooks Online
Sage Intacct
Salesforce
ServiceTrade
Slack
Trello
X (Twitter)
YouTube

Pricing Details

$79 per month
Free Trial
Free Version

Pricing Details

€42.00/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ServiceTrade

Founded

2012

Country

United States

Website

servicetrade.com/serviceforms/

Vendor Details

Company Name

Workheld GmbH

Founded

2015

Country

Austria

Website

www.workheld.com

Product Features

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Inspection

Appointment Management
Customer Database
Dispatch Management
Equipment Tracking
Photos In Reports
Print on Site
Report Templates
Speech Recognition
Subcontractor Management

Product Features

Building Maintenance

Asset Tracking
Commercial Properties
Customer Database
Dispatch Management
Inventory Management
Job Costing
Job Management
Maintenance Scheduling
Residential Properties
Routing
Scheduling
Work Order Management

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Equipment Maintenance

Customer Database
Dispatch Management
Equipment Tracking
Inventory Control
Job Management
Maintenance Scheduling
Warranty Tracking
Work Order Management

Facility Management

Asset Management
Commercial Properties
Equipment Management
Facility Scheduling
Incident Management
Inspection Management
Inventory Control
Maintenance Tracking
Preventive Maintenance
Residential Properties
Room Scheduling
Schools
Space Planning
Vendor Management
Visitor Management
Work Order Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Inspection

Appointment Management
Customer Database
Dispatch Management
Equipment Tracking
Photos In Reports
Print on Site
Report Templates
Speech Recognition
Subcontractor Management

Inventory Control

Allocation
Barcoding
Cost Tracking
Forecasting
Item Management
Order Management
Procurement Management
Reorder Management
SKU / UPC Codes
Serial Number Tracking
Supplier Management

Inventory Management

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Logbook

Asset Tracking
Audit Trails
Data Search
Employee Time Clock
For Drivers
For Pilots
User Access Permissions
Violation Tracking

Maintenance Management

Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Preventive Maintenance

Condition Monitoring
Inspection Management
Maintenance Scheduling
Mobile Access
Predictive Maintenance
Purchasing
Reminders
To-Do List
Vendor Management
Work Order Management

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Work Order

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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