Tasks and Parts
Our Tasks and Parts feature helps you break down complex jobs into clear, manageable steps, ensuring your team has everything they need and that your billing is always accurate.
Ensure every job is completed with precision.
Tasks and parts increases job accuracy
Our tasks and parts feature helps you break down complex jobs into clear, manageable steps. Your engineers get a comprehensive list of everything they need on their mobile app, ensuring they arrive prepared and can complete the job efficiently. All tasks and parts are automatically pulled into the final invoice, eliminating manual errors and boosting your financial control.
- Improve job accuracy
- Enhance financial control
- Streamline invoicing
Key benefits of ensuring job accuracy from start to finish
Improve job
accuracy
By itemising every task and part required for a job, you ensure nothing is forgotten. This eliminates costly guesswork and helps technicians arrive on site with everything they need, preventing return trips and keeping projects on track.
Enhance financial
control
The feature provides a real-time view of job costs. By accurately tracking parts and labor from the outset, you can monitor profitability and ensure that every item is accounted for and billed correctly, eliminating revenue leakage.
Streamline
invoicing
All tasks and parts logged against a job are automatically pulled into the final invoice. This makes the billing process faster and more accurate, as you can generate a detailed, transparent invoice for your client with a single click, without the risk of manual errors.
Provide historical data with our tasks and parts feature
Tasks and parts feature breaks down jobs into individual tasks for the engineer to complete, management can ensure all steps are completed and the job is carried out to the highest quality. Should a customer ever request a breakdown of the job or your business need to provide information for auditing purposes, WorkPal’s cloud-based storage means all data is stored online and can be accessed instantly.
Faster job completion with Tasks and Parts
Easily upload your existing task and part codes into WorkPal using our data importer. This feature allows you to quickly add multiple lines of your existing data, making it simple to break down jobs and ensure engineers have all the information they need to complete work efficiently.
Track costs with Tasks and Parts
WorkPal helps you stay on top of your job costs. You can set specific rates and costs against tasks and parts, which can then be pulled into quotations and invoices. This gives management a clear view of the job from the very start.
See WorkPal in action, book a demo today!
WorkPal is the all-in-one job management software built to streamline your business from quote to cash.
Book your free, personalised demo to discover how our field service management solution will help you:
Effortlessly Allocate Jobs: Use our job allocation software for fast, simple scheduling.
Track Everything in Real-Time: Gain full visibility over your field operations and team status.
Create Fast Quotes & Invoices: Eliminate paperwork and get paid quicker.
Stop letting admin slow you down. See why WorkPal is the smarter work management software.
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