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Job management software
As your business grows and you start booking in more projects, site visits and callouts for clients, it becomes harder to schedule everything. That’s where job management software comes in.
Job management software helps you to keep track of jobs and projects and run your business efficiently from one place, even if your teams are distributed far and wide.
If you want to find the right job management software for your operation, view our guide and search the most popular products on the market.
Read the guide below
More about job management software
Managing a large number of jobs, appointments or projects can be time-intensive for your admin and service teams. From scheduling in visits to calling up colleagues to check on progress, making sure a job goes smoothly can involve a lot of time and effort.
Job management software makes this easier by giving you a central place for tracking and monitoring your jobs and projects. Your teams can see what’s happening with open and future jobs instantly, update and complete jobs while they’re on the move and update clients on progress quickly.
Most job management software providers also integrate the ability to create quotes and send invoices, so you can run almost every aspect of job fulfilment from one place.
Is job management software right for your business?
Many businesses could benefit from introducing job management software. If you fulfil projects, jobs or appointments for clients then having a way to do this more efficiently could help to streamline your operations.
Job management software is especially useful for businesses that have employees out in the field, completing jobs on a regular basis. If you have tradespeople making house calls or installers visiting workplaces, introducing tracking software like Hellotracks can help make it easier for them to complete jobs and work more efficiently.
Software like this is popular with companies in industries such as energy, property maintenance, facilities management, IT support, surveying, construction, plumbing and more.
What difference can job management software make?
Investing in job management software can help your business in many ways, including:
As your teams can easily see what’s happening with a project or job, less time is spent checking with colleagues or contractors on progress. Everyone can focus on their contribution to a project and work more productively.
With a central dashboard that is kept up to date, you have a much better understanding of where your jobs and projects are in relation to deadlines and how things are progressing.
Improved customer satisfaction
Job management software makes it easy to keep customers and contractors updated on the information that matters to them, like appointment times or changes. You can also anticipate problems before they arise, for example, monitoring the knock-on effects of a delayed finish at a previous job.
With a digital system to manage your jobs and projects, you become less dependent on paper-based methods of working that are open to error. Instead, you can automate aspects of communication with clients and save printing and emailing files for the ones which matter.
Common features of job management software
One of the main reasons to introduce job management software is that it makes all aspects of logging and processing jobs and appointments easier. Some common features of job management software include:
Job and project management
View all projects at a glance, then delve into the details including whether projects are on track to meet deadlines and milestones. You’ll also be able to read and add notes, schedule appointments and see who is working on which job or project.
Customer record management
Improve communications with customers and clients through your dashboard. You can easily see which jobs are scheduled for which customers and read through records on past projects. Many software tools also allow you to stay in touch with customers easily through email and text messaging, like you would in a customer relationship management (CRM) system.
Quoting and invoicing
Generate quotes for potential customers quickly and on the move, allowing you to respond to enquiries efficiently. Lots of job management software providers integrate invoicing too, so you can manage billing for your jobs from your dashboard.
See how your teams are working and monitor goals and targets around job completion, satisfaction and deadlines. From your job management software, you’ll be able to view data on open, closed and scheduled jobs and run reports to share with teams, allowing you to make improvements to the way you work.
How much does job management software cost?
Job management software is a great investment for any business that wants to streamline processes, increase efficiency and make improvements to the way that they log, update and complete jobs.
A popular way to price software is on a per-user basis. This is true for job management software, where there can also be a per device, per month option. Service Geeni, a suite of tools that includes job management, scheduling and quoting, has a ‘freemium’ version – with paid plans starting at £47 per user per month.
Many job management software products offer a free version. Take DoTimely for example – a tool designed to help pet sitters schedule and manage appointments with clients. Users can have unlimited customers and appointments for free, with invoicing and premium features available from around 20p per invoice.
Whether you need a system that allows you to manage every aspect of a job or simply an app to update on appointments on the move, there’s a range of products and tools available to meet your needs.
Choosing the best job management software
Like most business decisions, choosing software should be done carefully and with research. The right product can help you to be more efficient and productive but there’s a huge variety out there, so it’s important to consider your needs before you buy.
Take some time to fully understand your job management processes as they exist today. Consider how they could be improved, which areas are stumbling blocks for you and what you need your software to be able to handle.
To help you find the right job management software for your business, browse our product listings to explore what’s available. For each software product, we’ve added information about features and pricing, plus authorised reviews from users at companies like yours that highlight what it’s like to use the software on a regular basis.