Managing your jobs can be frustrating and inefficient, with Post-it notes here, spreadsheets there, emails over there, etc.
Expensive, full-featured "project management" solutions for sign companies are wonderful... if that's what you want / will use / can afford. But you don't need or even want anything fancy, and you sure don't want to pay for things that you're not going to use.
Work is intentionally simple but it offers more than enough value to be GREAT bang for the buck! For just $35 a month Work allows you to simply and effectively organize your customers and their jobs, providing one common, convenient shared-with-your-colleagues source of emails, file storage and notes, as well as a calendar for recording important action items, scheduling jobs, service calls, installations, and more.
Lightweight. Low-cost. Simple. Effective. Work is everything you need and nothing you don't.
From scheduling your installs to managing your jobs and personal tasks, this innovative calendar eliminates your scheduling headaches!
That's it! The availability of the resources you selected are updated on the calendar, keeping your entire team in the loop.
Work's integrated file manager allows you to store all of your job files in one place where you and your colleagues can easily find them.
Files are saved job-specifically, and you can create custom folders allowing you to be as organized as you want!
And, oh yea. You can easily upload files and photos from your phone...
Give your hippocampus 1 a break by accessing customer and job details and your calendar of events on any mobile device.
Work also allows you to easily upload job files and photos from your phone, which is, to use technical terminology... super handy.
1 Disclaimer - we had to look that up, but apparently "...most available evidence suggests that the functions of memory are carried out by the hippocampus and other related structures in the temporal lobe".
Synchronize your customers, transactions, invoices, and billing history in Work with QuickBooks Online integration.
Connecting your QuickBooks Online and Work accounts will allow you to import QuickBooks Online customers into Work as new customers, display transactions in Work for QuickBooks Online customers and export Work customers into QuickBooks Online as new customers.
Group Email | send email, in confidence, to multiple vendors with one click | |
Work Form Email | use Work's powerful email forms to keep a copy of all communication from within Work | |
Email Templates | create custom email templates with custom fields | |
Mailto Email | send email from your local email client (ex Outlook, Gmail) | |
Job Management | ||
Work Email History | view all email sent and received through Work | |
Job Management | multi-featured job management solution for team collaboration | |
Job User Management | assign users to specific jobs | |
Job File Storage | integrated file manager | |
Job Photos | store job specific photos of completed jobs and surveys | |
Job Notes | keep job specific notes | |
Job Data Import | import customers, locations and jobs from spreadsheet templates | |
Job Data API Synchronization | automatically synchronize customers, locations and jobs via API | |
Quickbooks Online Integration | import QBO customers into Work, display transactions in Work and export Work customers to QBO | |
General | ||
Dashboard | view a snapshot of recent job activity and current week's events | |
Calendar | custom team / resource calendars eliminate scheduling headaches | |
Mobile Friendly Interface | access job details, calendar of events and easily upload job files and photos from your phone | |
Reporting | powerful reporting interface | |
Phone/Email Support | 8/5 live telephone and email support | |
Referral Rewards | earn Amazon.com Gift Cards2 for referring vendors to Work | |
Popup Messaging | disable popup messaging that's not related to your account | |
Communication Preferences | opt out of surveys and marketing email | |
Job Searches1 | 51 | per rolling 30 days |
Vendor Profiles1 | 51 | per rolling 30 days |
Users | 3 | each additional user is $5/month |
File Storage | 25GB* | * can purchase additional storage |
1 User activity is subject to the Terms of Use.
2 Restrictions apply, see amazon.com/gc-legal.
Get those ducks in a row or find that matching sock. You pick the analogy.
Your jobs aren't always simple, but your job management tools should be.
Bang meet buck. At < $1 a day, Work is bang for the buck personified.