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Description

Software for managing small businesses. WorkWell manages job tracking, invoicing and reminders, maps, and much more. The WorkWell Command Center runs on your computer and offers a complete suite of tools to help you manage your growing business. The WorkWell Field Service smartPhone app provides all the information you need while on site at customer sites for you and your technicians. You are the owner of a small business and must keep track of everything. All details must be taken into consideration, including pricing, appointments, customer expectations, and schedules. It is not easy to retain customers or find new business. WorkWell makes it easy to manage your business like a pro and saves you time. Get your business to the next level! Schedule appointments, jobs, and employees. Keep track of all communications with customers Send Invoices and Quotes. Job mapping and worker GPS tracking. You can find out more here

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$25.00/month
$25 per month single user. $12 per month per additional user. Yearly subscription.
Free Trial Yes 
Free Version No 

Pricing Details

€42.00/month/user
Access to the Workheld App is available from €42 per user and month for 50+ users.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

WorkWell Software

Founded

2017

Country

United States

Website

www.workwellsoftware.com

Vendor Details

Company Name

Workheld GmbH

Founded

2015

Country

Austria

Website

www.workheld.com

Product Features

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management Yes 
Financial Management No 
Inventory Management No 
Marketing Management No 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing No 
Scheduling No 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management No 

Carpet Cleaning

Billing & Invoicing Yes 
Customer Management Yes 
Dispatch Management Yes 
Equipment Tracking Yes 
Mobile Access Yes 
Online Booking No 
Scheduling Yes 
Work Order Management No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring Yes 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management No 
Customer Database Yes 
Dispatch Management No 
Electronic Signature Yes 
Inventory Management No 
Mobile Access Yes 
Payment Collection in the Field No 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking No 
Time Clock No 
Work Order Management No 

GPS Tracking

Alerts/Notifications No 
Asset Tracking No 
Driver Management No 
Historical Reporting No 
Mobile Tracking Yes 
People Tracking No 
Real Time Tracking No 
Routing Yes 
Status Tracking No 
Territory Management No 
Vehicle Tracking No 

Scheduling

Alerts/Notifications Yes 
Appointment Scheduling Yes 
Automated Scheduling No 
Calendar Management No 
Class Scheduling No 
Employee Scheduling Yes 
Facility Scheduling No 
Group Scheduling No 
Interview Scheduling No 
Meeting Room Booking No 
Multi-Location No 
Online Scheduling No 
Payment Processing No 
Real-time Scheduling No 
Reservations No 
Resource Scheduling No 
Room Booking Management No 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Product Features

Building Maintenance

Asset Tracking Yes 
Commercial Properties No 
Customer Database Yes 
Dispatch Management Yes 
Inventory Management Yes 
Job Costing No 
Job Management Yes 
Maintenance Scheduling Yes 
Residential Properties No 
Routing No 
Scheduling Yes 
Work Order Management Yes 

Digital Signature

Audit Trail No 
Authentication No 
Auto Reminders No 
Customizable Templates Yes 
Document Analytics No 
Mobile Signature Yes 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

Equipment Maintenance

Customer Database Yes 
Dispatch Management Yes 
Equipment Tracking No 
Inventory Control Yes 
Job Management Yes 
Maintenance Scheduling Yes 
Warranty Tracking No 
Work Order Management Yes 

Facility Management

Asset Management Yes 
Commercial Properties No 
Equipment Management Yes 
Facility Scheduling Yes 
Incident Management Yes 
Inspection Management Yes 
Inventory Control Yes 
Maintenance Tracking Yes 
Preventive Maintenance Yes 
Residential Properties No 
Room Scheduling No 
Schools No 
Space Planning No 
Vendor Management No 
Visitor Management No 
Work Order Management Yes 

Field Service Management

Billing & Invoicing No 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates No 
Routing No 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Inspection

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

Inventory Control

Allocation No 
Barcoding No 
Cost Tracking No 
Forecasting No 
Item Management Yes 
Order Management Yes 
Procurement Management Yes 
Reorder Management No 
SKU / UPC Codes No 
Serial Number Tracking Yes 
Supplier Management No 

Inventory Management

Alerts/Notifications Yes 
Barcoding / RFID No 
Forecasting Yes 
Inventory Optimization No 
Kitting No 
Manufacturing Inventory Management No 
Mobile Access Yes 
Multi-Channel Management No 
Product Identification Yes 
Reorder Management No 
Reporting/Analytics No 
Retail Inventory Management No 
Supplier Management No 
Warehouse Management No 

Logbook

Asset Tracking Yes 
Audit Trails No 
Data Search No 
Employee Time Clock Yes 
For Drivers Yes 
For Pilots No 
User Access Permissions Yes 
Violation Tracking No 

Maintenance Management

Asset Tracking Yes 
Billing & Invoicing No 
Calibration Management No 
Dispatch Management Yes 
Inventory Control Yes 
Inventory Management Yes 
Key & Lock Management No 
Mobile Access Yes 
Planning Calendar Yes 
Predictive Maintenance Yes 
Preventive Maintenance Yes 
Purchasing No 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Preventive Maintenance

Condition Monitoring Yes 
Inspection Management Yes 
Maintenance Scheduling Yes 
Mobile Access Yes 
Predictive Maintenance Yes 
Purchasing No 
Reminders No 
To-Do List Yes 
Vendor Management No 
Work Order Management Yes 

Scheduling

Alerts/Notifications Yes 
Appointment Scheduling Yes 
Automated Scheduling Yes 
Calendar Management Yes 
Class Scheduling No 
Employee Scheduling Yes 
Facility Scheduling Yes 
Group Scheduling Yes 
Interview Scheduling No 
Meeting Room Booking No 
Multi-Location No 
Online Scheduling No 
Payment Processing No 
Real-time Scheduling No 
Reservations No 
Resource Scheduling Yes 
Room Booking Management No 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Work Order

Contract Management No 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Preventive Maintenance Yes 
Quotes / Estimates No 
Recurring Appointments No 
Routing No 
Scheduling Yes 
Task Management Yes 

Workflow Management

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

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