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What is WorkPal?

Everything necessary for your success is consolidated in one platform, covering processes, profitability, and job management. Our system enhances efficiency by simplifying job costing, scheduling, and tracking progress. The accompanying mobile application seamlessly syncs live data back to the office, ensuring that information is always current. All data is securely housed on WorkPal, making it easily retrievable for auditing and reviewing historical records. Clients benefit from receiving timely and precise updates regarding job status, expenses, and anticipated completion dates. They can monitor all job-related information in real-time, fostering transparency. WorkPal facilitates communication between field engineers and office personnel, creating a more cohesive working environment. By eliminating the need for multiple platforms dedicated to job management and internal dialogues, we centralize all data through cloud-based solutions, enabling access from any device. This integration not only streamlines operations but also enhances collaboration among team members.

What is Service Greeni?

Boost your operational effectiveness with cutting-edge service management software tailored to provide a strategic advantage. Arm your team with vital tools that promote productivity from any location and device, creating a more competitive landscape. With an array of sophisticated features and insightful data analytics, you will set yourself apart in the competitive market. Reduce costs by doing away with the necessity for costly hardware installations and outdated software upkeep. Speed up task execution, enhance overall productivity, and reduce excessive administrative tasks and paperwork. Experience the versatility of a scalable, integrated cloud solution that evolves and expands with your business needs. By leveraging this robust software, you can guarantee that your business stays ahead of the curve, enabling seamless collaboration between your engineers, administrative personnel, and clients. This holistic strategy not only simplifies operations but also places your organization on a path toward enduring success and innovation, ensuring you are always ready to meet future challenges. Embrace the potential of technology to transform your operational framework and drive sustainable growth.

Media

Media

Integrations Supported

QuickBooks Online
Xero
Infor CRM
Infor CloudSuite ERP
Infor M3
KashFlow
Microsoft Dynamics 365
Oracle CRM On Demand
Oracle Fusion Cloud ERP
SAP CRM
SAP ERP
Sage 500
Sage Accounting
Salesforce
Zoho CRM

Integrations Supported

QuickBooks Online
Xero
Infor CRM
Infor CloudSuite ERP
Infor M3
KashFlow
Microsoft Dynamics 365
Oracle CRM On Demand
Oracle Fusion Cloud ERP
SAP CRM
SAP ERP
Sage 500
Sage Accounting
Salesforce
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

WorkPal

Date Founded

2011

Company Location

United Kingdom

Company Website

www.yourworkpal.com

Company Facts

Organization Name

Key Computer Applications

Date Founded

1986

Company Location

United Kingdom

Company Website

servicegeeni.com

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Calibration Management

Calibration Instructions
Calibration Schedules
Compliance Management
Device History
Due Date Tracking
Gage Management
Label Printing
Measurement Readings
Multi-Station Management
Out-of-Tolerance Notification
Statistical Data Reporting

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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