Small Business 101: Transform Your Projects With Work Order Software

Work orders can be very special and could refer to both internal & external projects. Managing these orders could be a major challenge for managers and executives, because they are basically tracking a bunch of assets, equipment, and employees at the same time. To keep work orders on track, several preventive and corrective steps may have to be taken, and that gets easier with a work order software program. As the name suggests, work order software is designed to offer a comprehensive overview and platform that companies can use for better management of work orders.

For small businesses that are grappling with limited resources and have to retain competitive advantage while delivering results, this is particularly relevant. In this post, we are reviewing how smaller businesses and startups can completely revolutionize project management using work order software.

The relevance of timing & relevance

Timing is one of the most critical aspects of work order management, and businesses have the challenge of delivering projects on schedule. Even for internal projects, everything has to be streamlined to make the most available human and material resources. The core purpose of work order software is to bring transparency across the organization and bring down departmental silos. This further ensures that projects are always on time, because managers, top executives and employees are always aware of the project’s current standing.

Incredible features

The best work order management software programs are designed to simplify things for small business in particular. From simplified job scheduling and dispatch, to keeping a check on all relevant aspects related to equipment, inventory and other assets, the process of managing work orders is simplified up to the lowest levels of the workflow. If you plan to invest in software that helps in work order management, these are some of the features that must be checked for

  • Mobile App. Having a mobile app makes it easier for managers to manage and organize work orders in an effective, transparent and accountable manner.
  • Scheduling & Dispatching. Creating a job or dispatching duties to team members should be an easy task with such software. The good news is the interface of the best projects are so simple that employees at all levels would be able to understand.
  • Time Keeping. For managing work orders better in an effective way, time keeping solutions can change the work of executives. Technician’s movements and every small element can be monitored for schedules.
  • QuickBooks Integration. With a good software program, you can also integrate your work order management system with both Online & Desktop variants of QuickBooks®. This just brings the entire work process together.
  • Estimates. Such software, in all likeliness, with also allow managers to create estimates, and since everything is being managed on a comprehensive platform, getting online approvals shouldn’t be a hard task. The same can be converted into a work order almost immediately.

Reviewing the benefits for small businesses

Small businesses often have a hard time balancing their resources and assets, especially when multiple orders have to be processed. It is absolutely important that everything is synchronized in real time, and that’s exactly what work order software facilitates. Let’s discuss the benefits in detail below

  • Organization-wide easier management. The eventual goal of a work order software product is to simplify management of various orders, and this happens on a pan organization level. For executives who are managing more than one project, a simplified dashboard gives them an overview of what’s happening with each project.
  • Simplified control. For entrepreneurs who want to have a tight control on their projects, managers and executives, work order software is the biggest asset they can have. It allows them to watch and take corrective steps without delay, which prevents losses. Often, work order management is hard because there is no singular or unified platform to overview the processes, and the lack of a streamlined system can lead to losses, which can be avoided.
  • Support on the go. Mobile apps for work order software have further eased the task of keeping orders and schedules in check. An executive doesn’t have to be on his desk to give an update to his manager – The same can be done on the go and whenever required.
  • Report and analytics. Drawing conclusions from projects and work orders for taking action in the future gets easier too. You don’t have to bother about rummaging through piles and piles of paper and worksheets anymore. Project details can be accessed when required, and the management can prepare reports easily.
  • Better customer relations. One of the other reasons to select work order management software is better customer relations. When your work orders are managed better and reports & updates are sent to customers on a regular basis, it enhances relationships and fosters trust, which eventually adds to the repute of your small business.

Pricing & more

The cost of using work order software varies, but mostly, this is designed more like a subscription service. You are expected to pay for the software according to the number of users, so if more users within the organization are using the software, you are expected to pay more. For certain services, such as QuickBooks Desktop Integration, an additional fee may be applicable. Note that the costing also depends on the features included in the package, and since the costing depends on number of users, it is an effective solution for small companies that don’t have a lot to spare in terms of resources.

Final word

If you are looking for work order management software, start with the features and how quickly you can use the platform. The on boarding process has to be a smooth one, and vendor support must be checked for. It is always wise to select a product that has been developed for small businesses and startups, and it needs to have a simplified interface, so that every executive can use it as required. Pricing may seem important, but for a competent product that transforms your business, a few extra dollars every month shouldn’t be a big deal.

Author Name :

Joy Gomez

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We changed our accounting system and required a work order system to keep track of our multiple daily service calls with multiple technicians. We looked at a number of systems and found that Field Promax fits the bill. Just a great app with exemplary service!

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Field Promax is great for work order management for 3 reasons: all the necessary information is available at a glance, it has enough features to cover our needs, but not to make it difficult to use and they have an extremely helpful support.

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Service Scheduling Coordinator, Harrison, OH

What I like about Field Promax is that all the information I need to access is on one screen. I can easily track the job progress and an invoice is just one click away.

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Owner,Swinson Air Conditioning Company, Inc Loxley, AL