JOB MANAGEMENT SOFTWARE
Job management software that's scalable with your growth
START SIMPLE
Let your jobs flow from beginning to end
JOB QUOTING
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:
- Never lose track of business opportunities.
- Apply approval workflow processes.
- When approved, easily auto-convert to a job for actioning.
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.
- Automatically prioritise based on proximity between jobs.
- Only send qualified workers to the job.
- Get your jobs done faster by optimising how jobs get prioritised.
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.
- Locate jobs and job history in seconds.
- Record job status and time spent onsite.
- Complete compliance checklists and capture electronic signatures on job completion.
GET PAID
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.
- Reconcile jobs with supplier invoices before invoicing the customer.
- Create or edit professional invoices from your accepted quote using your own logo and branding.
- Generate and send on-site sales and tax invoices
JOB QUOTING
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:
- Never lose track of business opportunities.
- Apply approval workflow processes.
- When approved, easily auto-convert to a job for actioning.
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.
- Automatically prioritise based on proximity between jobs.
- Only send qualified workers to the job.
- Get your jobs done faster by optimising how jobs get prioritised.
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.
- Locate jobs and job history in seconds.
- Record job status and time spent onsite.
- Complete compliance checklists and capture electronic signatures on job completion.
GET PAID
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.
- Reconcile jobs with supplier invoices before invoicing the customer.
- Create or edit professional invoices from your accepted quote using your own logo and branding.
- Generate and send on-site sales and tax invoices
GET ADVANCED
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.
- Control who sees what jobs and how they get viewed.
- Set the workflow stages to your business processes.
- Automatically convert to a job for actioning.
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.
- Dispatch different trades.
- Have it all trackback to the one job.
- Great for project management.
JOB TEMPLATES
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.
- Predefine templates based on how you structure a job.
- Create unlimited templates.
- Automatically convert to a job for actioning.
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:
- Outstanding invoices
- Overdue invoices
For this feature to work we need to sync WorkBuddy with your favourite accounting package, click below to learn more.
DEFECT MANAGEMENT
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.
- Log defects and problems
- Capture evidence
- Assign for rectification
- Track resolution
- Report on performance
VARIATION MANAGEMENT
Increase profitability by better managing variations
Capture additional chargeable work, generate a quote and track approval status.
- Track photos and files
- Quote for additional work
- Approval workflow
- Email variation request
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.
DYNAMIC PRICEBOOKS
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:
- regions
- job type
- priorities
- category of work
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.
Job and
Project Management
Field app
Scheduling and dispatch
management
Customer Relationship
Management
Safety
and compliance
Subcontractor
Management
Asset
Management
Business
Reporting
Defect
Management
Book a free job management demo that will transform your business
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Book a free job management demo that will transform your business
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