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What is Workheld?

Workheld is a comprehensive workforce management system designed to enhance both the efficiency and transparency of production, assembly, and service workflows. This software solution enables effective planning, seamless execution, and thorough documentation of processes. Among its numerous vital features are advanced planning and scheduling capabilities, integrated management for equipment, materials, and tools, along with functionalities for logging work and travel times, recording defects and material usage, and capturing images along with additional details. Furthermore, the system can automatically generate reports that can be signed on-site by either the technician or the customer, ensuring accountability and accuracy in operations. Additionally, its user-friendly interface allows for easy navigation and access to crucial information, making it an invaluable tool for businesses looking to streamline their workforce management.

What is Quadra?

The Quadra Maintenance Service Contract quoting tool features an extensive library of equipment and tasks, allowing users to create either detailed maintenance agreements or more straightforward contracts tailored to their individual requirements. This adaptability ensures that all customer expectations can be addressed while reducing the typical risks associated with maintenance agreements. By explicitly defining the scope of work in each contract, clients receive a clear overview of the services they are entitled to. In addition, the Quadra Service Call Quoting and Surveying tool equips technicians to evaluate customer equipment histories and provide tailored recommendations and quotes during on-site visits. Once the necessary data is entered, it remains available for technicians and inside sales teams, facilitating the finalization of quotes and their presentation to clients without hassle. This streamlined approach not only enhances operational efficiency but also significantly boosts customer satisfaction by guaranteeing transparency and promptness in service execution. Ultimately, both clients and service teams benefit from a more organized and responsive quoting process.

Media

Media

Integrations Supported

Integrations Supported

GreenCommerce
Key2Act
Knowde
WeTransact

API Availability

API Availability

Pricing Information

€42.00/month/user
Access to the Workheld App is available from €42 per user and month for 50+ users.
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard 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

Workheld GmbH

Date Founded

2015

Company Location

Austria

Company Website

www.workheld.com

Company Facts

Organization Name

ERTH Corporation

Date Founded

2002

Company Location

Canada

Company Website

www.thinkquadra.com

Categories and Features

Building Maintenance

Asset Tracking
Customer Database
Dispatch Management
Inventory Management
Job Management
Maintenance Scheduling
Scheduling
Work Order Management

Digital Signature

Customizable Templates
Mobile Signature

Equipment Maintenance

Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Work Order Management

Facility Management

Asset Management
Equipment Management
Facility Scheduling
Incident Management
Inspection Management
Inventory Control
Maintenance Tracking
Preventive Maintenance
Work Order Management

Field Service Management

Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Scheduling
Service History Tracking
Time Clock
Work Order Management

Inspection

Appointment Management
Customer Database
Dispatch Management
Equipment Tracking
Photos In Reports
Print on Site
Report Templates
Speech Recognition
Subcontractor Management

Inventory Control

Item Management
Order Management
Procurement Management
Serial Number Tracking

Inventory Management

Alerts/Notifications
Forecasting
Mobile Access
Product Identification

Logbook

Asset Tracking
Employee Time Clock
For Drivers
User Access Permissions

Maintenance Management

Asset Tracking
Dispatch Management
Inventory Control
Inventory Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Scheduling
Service History Tracking
Technician Management
Work Order Management

Preventive Maintenance

Condition Monitoring
Inspection Management
Maintenance Scheduling
Mobile Access
Predictive Maintenance
To-Do List
Work Order Management

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Employee Scheduling
Facility Scheduling
Group Scheduling
Resource Scheduling

Work Order

Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Scheduling
Task Management

Workflow Management

Access Controls/Permissions
Calendar Management
Customizable Dashboard
Document Management
Mobile Access
Task Management

Categories and Features

Field Service Management

Electronic Signature
Mobile Access
Quotes / Estimates

HVAC

Customer Database
Job Management
Mobile Access
Quotes / Estimates

HVAC Estimating

Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Labor Rates
Quotes/Proposals
Takeoff

Preventive Maintenance

Inspection Management
Maintenance Scheduling
Mobile Access
Predictive Maintenance
Reminders

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