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About WorkWell

WorkWell is a cloud-based software-as-a-service (SaaS) business management solution. The WorkWell Command Center runs on your desktop or tablet within a browser and provides a complete and easy to use suite of tools for managing your growing business. The WorkWell Field Service Mobile app is a companion to the Command Center that runs on your iPhone or iPad. With this app, you and your field service technicians know everything you need to know while at your customer sites.

As the owner of a small business, it is up to you to stay on top of everything. You need to be aware of all the details, including schedules, pricing, appointments, customer expectations, etc. There is a lot to track to keep up with your day-to-day responsibilities and to retain customers and find new business. WorkWell helps you do this like a management pro while saving you time. Take your business to the Next Level!

Use WorkWell to ...

  • Schedule jobs, appointments and employees.
  • Quotes and Invoices are automatically created and sent via email. They are tracked so you always know their status.
  • Track all communications with your customers and leads. Summarize your phone calls, emails, texts, meetings, etc. Remember what was communicated and when and be reminded when you should followup.
  • Show the locations of the day's jobs on a Map and the best route between them, along with directions and distance/time for each leg. See the current and recent locations of your employees as well.

About ServiceMax

By using ServiceMax technology, manufacturers and service providers are able to expand service revenues, improve service efficiency, provide better customer experience, and meet all required compliance standards.

ServiceMax is an integrated toolset of applications for employees and customers management, mainly used by SMEs and growing businesses in medical, energy, mining, and manufacturing. The platforms comes with a straightforward interface, so task assignments are completed easily and smoothly, management staff can follow the performance of field workers, and clients' needs can be effectively addressed.

Main benefits of using ServiceMax are better service productivity, less billing errors, better customer relationship, no warranty leakage, reduced part giveaways, increased service revenue, shorter service-to-cash cycles, and more.

Features

  • API
  • Calendar Management
  • Contact Management
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Lead Management
  • Multi-User
  • Notifications
  • Scheduling
  • Task Scheduling/Tracking
  • Timesheets
  • Travel Management
  • Route Optimization
  • Mobile App
  • Fleet Management
  • Map Visualization
  • Appointment Scheduling

Features

  • API
  • Calendar Management
  • Contact Management
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Lead Management
  • Multi-User
  • Notifications
  • Scheduling
  • Task Scheduling/Tracking
  • Timesheets
  • Travel Management
  • Route Optimization
  • Mobile App
  • Fleet Management
  • Map Visualization
  • Appointment Scheduling

Summary

  • Comprehensive all-in-one solution for managing a small service business. Eliminate Paperwork!

  • CRM Solution for keeping track of all your customer information

  • Job and Task Scheduling

  • Full Featured Dashboard provides an overview of your business and Tracks all the most Urgent Tasks

  • Route Planning and GPS Tracking

  • Automated Invoicing with Signature capture and single-click email

  • Email & Text Templates to Communicate with your Customers with a few clicks

  • Easily create lists for email, phone, address, contact, label, postcard ...

  • Lead Management to Track all your potential Customers and help you Grow your business

  • QuickBooks Online Integration

Summary

  • Case Management and Quoting

  • Social Collaboration

  • Customer & Partner Communities

  • Warranty and Entitlements

  • Customer Accounts and Contacts

  • Work Order Management

  • Installed Base and Contracts

  • Work Order Signature Capture

  • Scheduling and Dispatch

  • Service Parts and Inventory

Pricing

Additional Users

$12.00
1 user(s) / month
Included in plan:
  • Command Center and Mobile App
  • All features included - no hidden fees or extras.
  • Billed Yearly
  • Transferable among employees

Single User

$25.00
1 user(s) / month
Included in plan:
  • Command Center and Mobile App
  • All features included - no hidden fees or extras.
  • Billed Yearly

Free Trial

Free
Included in plan:
  • Single User for 1 Month

FAQs

    Who are the main user groups of this service?
  • Carpet Cleaners. Landscapers. Window Washers. etc.

    Small service businesses.

  • Does this service offer multi-user capability (e.g. teams)?
  • Any number of users.

  • Does this service offer guides, tutorials and or customer support?
  • Online tutorials. Videos. Built-in Help.

  • What platforms does this service support?
  • Chrome, Firefox, Explorer browers.

    iPhone/iPad App

FAQs

    What are some applications this service is commonly used in tandem with?
  • It is most commonly used in tandem with Salesforce.

  • Who are the main user groups of this service?
  • ServiceMax is an ideal field scheduling solution for small and medium-sized growing companies.

  • What is this service generally used for?
  • This service is generally used as a field service management solution.

  • Does this service offer guides, tutorials and or customer support?
  • Support: FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials, Webinars.

  • Does this service offer an API?
  • Yes, it offers API.

  • What platforms does this service support?
  • This is a cloud-based platform, with Android and iOS native apps offered.

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

  • Does this service integrate with any other apps?
  • Integrations: ProntoForms, BOARD, Workato, FinancialForce Accounting, MessageMedia, Cloud Elements, CallidusCloud Commissions, FinancialForce HCM, Blitzz, SAP, JIRA, Oracle EBS, Salesforce, QuickBooks.

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
Pleasanton
Employees:
201-500
Likes:
Followers:
5.78k

Other

Who uses WorkWell
  • Personal
  • Freelance
  • Startups
  • SMEs
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
Languages:
English
Regional Restrictions:
USA and Canada

Other

Who uses ServiceMax
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Spanish, French, Italian, Japanese
Regional Restrictions:
No restrictions.
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