Consolidate all job information on one centralised, cloud-based online platform for easy access and management. Accessible from office, home, onsite and anywhere as long as you have an internet connection.
Real-time business intelligence reporting and live data dashboard help you to work smarter and gain insights into job progress, productivity and profitability. We can build custom reports and dashboard displays tailored for your specific requirements.
Customisable workflow engine that enables business process automation. WorkPal can automatically trigger various actions when a critical event happens in the workflow. For example, it can automatically generate and send a Job Update Information letter to your client when specific job status changes to Additional Information Required.
Document management module allows you to store, search and access important job files on one centralised online platform. You can also easily send or share a set of documents to your clients, external contractors with just a few clicks.
Dedicated portal for your clients to lodge and track job status online. Reduce their enquiry calls and emails, save your staff time. For example, your clients will receive a professional PDF report with photos seconds after the job onsite is complete, triggered by the onsite staff using WorkPal on a mobile device, e.g. an iPad.
Using the online portal, your clients can also have a detailed view of work schedules, date and time of onsite visits, job status and can access documents you share with them.
Quickly generate and send beautiful formatted invoice and quotes from predefined, fully customizable templates. Seamlessly integrated with Xero and other online accounting software packages.
Powerful Mail Merge engine allows you to easily design custom Microsoft WORD based document templates for quoting, invoicing, job statement, correspondence letters and more.
Fully integrated with Office 365 email service. All email sent from WorkPal will be saved at your email mailbox.
