Manage Your Mobile Workforce
Small businesses can benefit from job management software by switching to digital job sheets on mobile devices, improving operational efficiency, coordination, and customer service.
If you are a small business owner looking to transition to a digital job management system, consider using FM Planner.
Dashboard Key Takeaways:
- Filters Pinpoint a Specific Job.
- It allows searching by keyword or phrase.
- Users can filter by the current status of the job.
- Drill down into job details and modify as necessary.
- Offers an efficient way to manage and update job-related information.
Quote Manager Takeaways:
- Quote Manager is the primary location for quoted work.
- The filter aids in searching for specific terms within the quotes.
- Date filters provide a range of quotes alongside the filter request.
- Color-coded buttons denote the status of each quote.
- Quotes are clickable to access their details.
- Changing the status of a quote dynamically reflects in the quote’s progress.
Client Management Takeaways:
- The Client Manager section offers an alphabetical display for accessing clients quickly.
- Clients can be accessed by pressing the first letter of their name.
- Users can drill down to view more details by pressing each client’s line.
- Green-coloured entries indicate stored customer locations.
- New clients can be added through the top display button.
Office and Field Management
Job Management Software is a crucial tool for efficient management in modern businesses. This is especially true for small companies with field service teams. By transitioning from traditional spreadsheets and paper job sheets to a sophisticated Field Service Management (FSM) system, businesses can experience a significant improvement in their operations.
Job management systems like FM Planner are helpful for managing mobile service teams and boosting back-office support. This is essential for staying competitive in today’s fast-paced environment.
Track Work in Progress
FM Planner offers job management software that can be utilised in almost any industry and for businesses of any size that operate with mobile workers.
With this software, you can track work in progress, utilise the work scheduler to plan upcoming jobs, and more.
Additionally, the job systems can be tailored to meet the specific needs of your business.
Please make it easier for the Office team to manage and track all jobs, including live jobs for today and upcoming work in the planner.
The system can be made available to all employees in the business, and access levels to information are set based on individual needs.
Managing jobs that involve sub-contractors can be challenging. That’s why it’s crucial to keep track of the work they do.
Sub-contractors can perform vital tasks that can impact the overall success of the business.
The trend towards remote work is continuing, and FSM (Field Service Management) has become even more crucial as a result.
FM Planner can help businesses manage field operations from anywhere, making this approach feasible. Moreover, by making use of location-based insights, organisations can pinpoint the best service locations, which leads to better service delivery and higher customer satisfaction.
Field Service Management (FSM)
Field Service Management (FSM) involves managing field activities such as maintenance, repairs, service deliveries, and installations. In the past, this was done using paper job sheets, which were prone to errors and consumed a lot of time.
However, with digital solutions, FSM has been transformed, making completing tasks accurately and on time easier. This leads to cost savings and improved customer satisfaction.
Can FM Planner Replace Spreadsheets?
FM Planner can replace Spreadsheets!
Many businesses use spreadsheets to manage people, jobs, quotes, vehicles, risk assessments, etc. However, this requires updating the information manually, which can be costly and burdensome. With FM Planner, our job management software, you can automate this process and reduce the burden and cost of spreadsheet management.
We offer different pricing plans to suit your needs and make it extremely easy to manage and upscale. You can find a description of our plans in the pricing section, and we also offer a free trial. If you have any questions, check out our FAQs section.
Why is FM Planner a good job management system?
Job Management System
We have created a system called FM Planner, built on our extensive experience developing custom job management software for various companies that provide PPM services, maintenance, installations, and service work to commercial and industrial clients.
Our system’s features and functionalities have been designed in consultation with these businesses, resulting in a user-friendly system that companies operating in these areas will find intuitive.
How Much Does Admin Cost in my Business?
This is a question every business should ask itself regularly.
Suppose a business employs people to carry out work-related tasks for payment – PPM or Reactive maintenance, maybe a new installation, etc…. In that case, the likelihood is that you’re paying staff to manage an admin process that supports those activities. However, isolating and controlling those costs effectively is very difficult, especially when you’re busy.
A sound software system is not an additional cost; it’s a replacement cost.
If your business only saved on admin time, you would make more money in chargeable activities, improving the bottom line.
Check out our plans to see if they can help you improve and save money.
It could change the way you work forever!