What is Workview?
Workview offers a robust software suite tailored for field service businesses seeking to enhance efficiency, revenue, and customer engagement. With integrated tools for managing clients, scheduling jobs, generating quotes and invoices, accepting payments, and automating marketing outreach, Workview consolidates essential business operations into a unified digital platform.
The system supports detailed lead capture, calendar-based scheduling, dynamic pricing, and customizable documents to meet various industry needs. Advanced functionalities include expense tracking, employee time management, automated notifications, and seamless Stripe integration for online payments. Optimized for both desktop and mobile use, Workview empowers teams to manage field operations and client communications from anywhere.
Features
- Lead Capture: Customizable, embeddable forms with client requirement integration
- Job Scheduling: Calendar view with flexible scheduling for one-time and recurring jobs
- Quotes & Estimates: Professional, shareable PDFs and direct conversion to jobs
- Invoicing: One-click invoice creation and online payment processing with Stripe and ACH
- Marketing Campaigns: Bulk SMS and email marketing with delivery tracking
- Team Management: User roles and permissions for streamlined workflow control
- Online Booking: Instant quotes and payments with dynamic or fixed pricing models
- Mobile App: Access jobs, customer information, and schedules on the go
- Expense & Time Tracking: Monitor employee hours and job-related expenses with attachments
- Maps Integration: Visualize client locations and optimize field visit routes
Use Cases
- Schedule and dispatch field service jobs effectively
- Capture leads and manage customer requirements digitally
- Generate professional quotes and invoices for clients
- Process secure online payments for completed services
- Automate SMS and email marketing campaigns to increase repeat business
- Manage team schedules and allocate resources efficiently
- Track field employees' work hours and job-related expenses
- Enable instant online quotes with dynamic service pricing
FAQs
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Does Workview offer a free trial?
Yes, Workview provides a 30-day free trial, allowing new users to explore all its features before committing to a paid plan. -
What payment methods does Workview support?
Workview supports online payments via Stripe, including ACH transfers, and allows acceptance of partial and advance payments. -
Is there a mobile app available for Workview?
Yes, Workview offers a mobile app on both the App Store and Google Play, enabling users to manage jobs and client information remotely. -
Can users customize invoices and quotes within Workview?
Yes, Workview allows the customization of invoices and quotes to meet specific business requirements. -
How can leads be captured using Workview?
Workview enables businesses to embed customizable lead capture forms on their websites to collect detailed client requirements.
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