Job Management Software

WorkBuddy is powerful cloud-based job management software for medium to large Australian trade, multi-trade and field service businesses to better manage their jobs and field workers. The WorkBuddy platform comes with a mobile app that provides real-time communication between the back-office and field teams. Field workers have everything they need to know to get to the job, complete their work safely, record the work, and issue an invoice. Visual dashboards provide clear, actionable information on all jobs, so you’ll always know how your business is performing. The platform was designed to help business owners streamline job management to improve profitability and increase efficiencies.

WorkBuddy is a web-based solution that is licensed per user, per month. Designed as a complete work order management solution for government and facilities maintenance contractors. Everything your business needs to simplify workloads, save time and manage operations, all in the one place. It even integrates with your favourite accounting packages such as MYOB Online, Xero and Quickbooks Online. WorkBuddy can also be tailored to sync with whatever accounting software you use.

Compatibility and integration

WorkBuddy was designed specifically to work with government type contracts and contracting businesses. This includes but is not limited to plumbing, electrical, carpentry and facilities maintenance for the purposes of completing work orders. Additionally, the app is compatible with contracts from Department of Human Services, Land and Housing Corporation (LAHC), Department of Education, Sydney Water and Department of Defence Housing (DHA).

WorkBuddy accepts emails from the following service companies:

WorkBuddy works on a simple principle, that when a job order arrives in electronic format, it creates a new job in the database by taking out all the relevant information from the work order. The initial work order is attached to the job for future reference. Once the job is created in the database, an invoice is created via the integrated accounting.

The WorkBuddy app is compatible with emails, PDF, XML, HTML, XLS and CSV document types. It also accepts business documents in the form of work orders, RCTI, finalisations and remittance advice.

WorkBuddy features

Job and business management for back-office

Allows back-office teams to:

  • Receive high-volume work orders automatically created in the system
  • Communicate and collaborate with field teams faster with live data
  • Schedule and dispatch subcontractors and field forces
  • Stay compliant and create job-specific SWMS
  • Get a 360-degree overview of your organisation
WorkBuddy app for your field force

Allows field workers to:

  • Communicate job progress in real-time to back-office while on-site 
  • Easily clock-on and clock-off a job
  • Auto routing of jobs for the day based on geolocation
  • Attach documents, images and approvals related to the job
  • Quote, invoice and create purchase orders
Stress-free invoicing and billing

Takes inventory costs and any additional expenses while generating job-order invoices eliminating the manual calculation errors. With invoices now being created at any stage, companies have access to real-time data.

Automated job scheduling

WorkBuddy allows businesses to automatically schedule jobs to employees/contractors depending on their availability and skills. Employees accept/reject the assigned job-order almost instantly making it easy for companies to look for replacements if required. All the required materials can be scheduled to arrive at the job-location ensuring the job-order is completed and delivered on-time. The job-status can also be updated immediately with explanatory notes.

Detailed reporting and analytics

Detailed analytics helps organisations gain visibility into which projects yield maximum profit, why a job was not completed on time, or why a project is on-hold. This helps improve job-order management, plan inventory, process invoices and maintain a steady cash-flow. Companies can overview job orders and job site problems which help them propose measures to increase profitability.

Centralised repository

The platform acts as a central repository for all job-related data with details on contractors:

  • Who worked on the job
  • Related expenses
  • Materials sourced
  • Client invoicing
  • Payments

Companies can analyse trends to take on beneficial projects and avoid loss-prone orders. A list of all contractors contact information allows companies to easily make contact when their services are required. It is the one-stop-solution for operations, admin, payroll and management.

Incident reporting

Contractors are able to report incidents at their job-site almost immediately using the add-on incident management portal. This enables businesses to take appropriate action or preventive measures as the situation demands.

Business benefits

Organisations who use WorkBuddy for managing work-orders have reported improvements in job workflows and significant savings of time processing invoices. The platform reduces admin work and improves overall operational efficiency.

Some immediate benefits of WorkBuddy are:

  • reduced paperwork and minimised double data entry,
  • faster invoicing and improved cash-flow,
  • freed up time and maximised billable work,
  • eliminated need to manually organise files,
  • all communications stored in one centralised location,
  • easier scheduling of technical time,
  • better managed resources,
  • better business management, and
  • multi-use management.

As a WorkBuddy Certified Partner, we’ll help you get the platform up and running, with a dedicated customer success manager that will:

  • scope and define business goals
  • assist with migration and setup, and
  • customise staff training to ensure your success

If you are interested in implementing WorkBuddy or just improving the efficiency of all your field operations, contact our team on 1300 797 838.

All information was sourced from: WorkBuddy