JOB MANAGEMENT SOFTWARE
Job management software that's scalable with your growth
Let your jobs flow from beginning to end
Start your customer's journey on the right foot, add their details to WorkBuddy and get quoting.
It only takes minutes to add your customer’s details, requirements and send a quote:
JOB SCHEDULING AND DISPATCH
Schedule and dispatch the right technician for the job.
With our drag and drop scheduler, you can easily allocate a job to your field workers or contractors.
JOB TRACKING AND COMPLETION
Track and record every detail on the job.
Know the status of the job, follow task list procedures and record evidence of tasks completed.
Create and send invoices on the go.
It’s never been easier to get paid. Once all the necessary job tasks are completed, send an invoice to get paid.
Take your operations to the next level with our advanced job management features
CUSTOM JOB VIEWS
Customise your job board and view jobs the way you like it
Focus on the jobs that matter and control who on your team gets access.
SPLIT YOUR JOBS INTO WORK ORDERS
Break jobs down into multiple work orders
Automatically break down your jobs into individual work orders based on the type of work that needs completing.
Save time with pre-configured job templates for standard jobs
Job templates are a quick way to standardise the creation of jobs that you do regularly.
CUSTOM FORM BUILDER
Never lose paperwork again with our easy to use drag and drop form builder
Replace manually filling and storing paperwork with our electronic form builder. Link electronic forms to jobs and have them capture all the relevant information your business needs.
CREDIT LIMITS AND CREDIT WARNINGS
Set credit limits and enforce overdue amounts
Set individual credit limits for your customers to ensure that unpaid orders don’t exceed a fixed amount. With the credit limit alert feature activated, WorkBuddy will alert you when you have reached the set credit limit or when an invoice is overdue. You can set alerts in WorkBuddy for:
For this feature to work we need to sync WorkBuddy with your favourite accounting package, click below to learn more.
A no-barriers approach to receiving and actioning defects
Capture defects and problems from the job site, assign for rectification and track through to resolution.
Increase profitability by better managing variations
Capture additional chargeable work, generate a quote and track approval status.
CUSTOMER RELATIONSHIP MANAGEMENT (CRM)
Spend less time looking for customer records and more time focusing on your business
Store all your customer, supplier and contractor records in one place. Keep a record of all communication, quotes and job history, notes and documents.
Define complex contract pricing for customers or contractors
Utilise our dynamic pricebooks to calculate the sell price or buy price based on a rule. Easily implement a pricing structure agreed on with your customer. Pricing can be segmented by:
MOBILISE YOUR FIELD WORKERS
Stay connected with your
trades team and
real-time updates on the progress of your jobs with our
WorkBuddy field app.
IN-APP JOB COMPLIANCE ALERTS
Enforce job safety and compliance
with the associated actions required in real-time.
ASSET MAINTENANCE MANAGEMENT
Gain full visibility of all assets
that you test and service
life-cycles and easily plan maintenance all in one place
PLATFORM MODULES AND FEATURES
Australia's leading all-in-one job management platform
Take your business to the next level with the WorkBuddy platform, packed full of features that trade and service businesses love.