Building Trade
(Tradesman)
Workbie has been re-designed specifically for tradesmen such as plumbers, electricians, and joiners, it will transform the way you manage your trade business by offering tailored solutions to streamline and enhance every aspect of your operations.
From scheduling and job management to invoicing and client relationships, Workbie provides a comprehensive suite of tools designed to make running a trade business more efficient and effective.
Integrated Property Management
Our integrated scheduling system simplifies job management and dispatching.
With real-time scheduling, automated reminders, and easy rescheduling options, you can ensure that your team is efficiently organised and that appointments are managed seamlessly. This reduces downtime, improves punctuality, and helps you maximise the use of your team’s time.
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Management Features
Workbie’s job management features help you track job progress and manage tasks efficiently.
From detailed job records and real-time updates to task assignments and status tracking, Workbie ensures that every job is completed on time and to your client’s satisfaction. This enhances productivity and ensures high-quality service delivery.
Manage Client Relationships
Managing client relationships is made easier with Workbie’s CRM capabilities.
Maintain detailed client profiles, track interactions, and manage communications effectively. Automated follow-ups, appointment reminders, and service feedback requests are seamlessly integrated, helping you build strong client relationships and drive repeat business.
Financial Management
Financial management becomes straightforward with Workbie’s integrated accounting and invoicing tools.
Generate accurate invoices, track payments, and manage expenses with ease. Workbie also provides financial reporting features to give you a clear view of your business’s financial health, aiding in budgeting and strategic planning.
Workbie also includes tools for managing inventory and supplies. Keep track of stock levels, manage orders, and ensure that your team has the materials they need to complete jobs efficiently. This reduces delays and ensures that your operations run smoothly.
In essence, Workbie enhances every aspect of a tradesman’s business—from scheduling and job management to client relationships and financial tracking. By integrating these features into a single, user-friendly platform, Workbie empowers plumbers, electricians, joiners, and other tradesmen to operate more efficiently, provide exceptional service, and achieve greater success.
Comprehensive Solutions
HR
Streamlined Employee Management.
Workbie simplifies HR processes by offering comprehensive tools for managing employee records, recruitment, and onboarding. With real-time updates, secure data storage, and easy access to employee information, HR professionals can efficiently handle everything from payroll to benefits. Automated systems ensure compliance and reduce administrative overhead, allowing HR teams to focus on strategic initiatives and employee engagement.
Reports
Accurate and Insightful Reporting.
Workbie provides robust reporting capabilities that offer clear, detailed insights into your business operations. Customisable reports cover various aspects such as financial performance, job progress, and inventory levels. This allows you to make data-driven decisions, track performance trends, and identify areas for improvement, ensuring that you have the information needed to drive business success.
Accounts
Efficient Financial Management.
Managing finances is streamlined with Workbie’s integrated accounting tools. Handle invoicing, payments, and expense tracking with ease, and generate comprehensive financial reports to gain a clear view of your business’s financial health. Automated processes reduce manual errors, ensure timely payments, and provide valuable insights into budgeting and financial planning.
Stock
Optimised Inventory Control.
Workbie’s stock management features ensure that your inventory is always accurately tracked and efficiently managed. Real-time tracking, automated reordering, and detailed inventory reports help prevent stockouts and overstocking. This not only maintains smooth operations but also reduces costs associated with inventory mismanagement, ensuring that you have the right materials when you need them.
Jobs
Effective Job Management.
Workbie enhances job management by providing tools for tracking job progress, assigning tasks, and managing schedules. With features like real-time updates and detailed job records, you can monitor each job’s status and ensure that deadlines are met. This helps improve productivity, ensure high-quality service delivery, and keep clients satisfied.
Tasks
Streamlined Task Management.
Organise and prioritise tasks efficiently with Workbie’s task management features. Assign tasks, set deadlines, and track progress with ease. Automated reminders and status updates ensure that nothing falls through the cracks, helping your team stay organised and focused on completing tasks on time.
Management
Centralised Business Management.
Workbie offers a centralised platform for managing all aspects of your business operations. From scheduling and job management to client interactions and financial oversight, Workbie integrates these functions into a single, user-friendly system. This centralisation improves efficiency, reduces administrative burden, and provides a clear overview of your business’s performance.
Notes
Organised and Accessible Notes.
Keep track of important information and client details with Workbie’s note-taking features. Easily add, organise, and access notes related to clients, jobs, or internal processes. This ensures that critical information is readily available, improving communication and decision-making across your team.
Emails
Efficient Email Management.
Workbie’s advanced email features streamline communication with clients and team members. Automate email reminders, follow-ups, and notifications to ensure timely and effective communication. Centralised email management helps keep all correspondence organised and easily accessible, enhancing overall productivity and client engagement.
