Job management apps promise to ditch the paperwork and save time on admin, but different apps differ starkly in capabilities.
While some apps are glorified to-do lists with image upload capabilities for capturing evidence, others, like Onsite 7, act as a team management and job assignment hub, offering one platform to catalogue the entire job from quote to invoice.
The benefit of a great job management app is it organises job processes and tasks in an efficient and organised manner. You can ensure jobs are on track and up to date, no matter the job stage or where staff or management is.
This article analyses the factors that make a job management app great, with advice on what to look for when testing different vendors.
Let’s jump in!
A great job management app eliminates silos
Most companies in the trade need help with disjointed software, using email, WhatsApp, Slack, to-do apps, and spreadsheets on cloud platforms like Google Drive to manage bookings, quotes, invoices, and teams.
Having one hub for all job-related processes eliminates the divided systems of multiple ‘silo’ software programs, such as to-do apps to spreadsheets.
One hub also makes communication, collaboration, and visibility easy, eliminating errors, delays, access problems, and information gaps.
If you are sick of the Merry Go Round of jumping between apps and systems, Onsite 7 offers an immediate solution, as do other top job management apps.
A great job management app unifies teams and departments
The primary goal of job management apps is to allow management to assign the right people to each job, ensuring successful completion.
The best apps ensure that job status updates are automatically added to the system, allowing your staff and contractors to refer to one unified database instead of searching through emails and apps to locate information.
Departments like human resources, accounts, and customer services can also plug into the app, ensuring everyone communicates.
Perhaps most importantly, workers on the ground can add information and take control of their projects, creating a system of self-management.
A great job management app handles the whole job
A job management app is only useful if it replaces other systems, giving you one platform to manage everything.
Onsite 7 offers comprehensive functionality, letting you:
- Review site notes, job description and activities.
- Add videos/images/notes/attachments.
- Update checklists/tasks, indicating complete/not complete.
- Indicate if a job has changed.
- Sign onscreen to say complete or not on a Commercial Job.
- Or ask your customer to sign onscreen & rate you – if a Domestic Job.
- Follow your jobs progress from Sales, Survey, Admin, Install and Service.
- Understand if jobs are sold, on hold, lost or quoted.
- See when surveys are complete, and materials are ordered.
- Review photos and videos captured from onsite.
- Monitor customer satisfaction ratings.
- Understand how many jobs are complete but not paid.
- See the value of jobs in progress, completed or not paid.
- See how many quotations are outstanding.
- Instant access to historic jobs when booking a service call.
- Review completion reports for each stage of a job.
A great job management app enables secure evidence capture
A significant challenge in the face of increasing cybersecurity risks is capturing evidence like photos, videos, receipts, and signatures, storing them securely, and organising data so that it is easy to recall and share.
The fact is that capturing job evidence, storing it in a gallery app, and then creating a folder for every client could be more efficient. Problems also arise when you need to share evidence and send it to people over different platforms.
A great job management app solves these problems by capturing evidence inside the app and storing everything securely in the cloud. You open the job inside the app, select evidence capture, and add media to the file.
A great job management app is intuitive and easy to use
Nobody wants to retrain their team or navigate a platform for days to get up to speed. The best apps make configuration and navigation easy, with the help of customer support teams to act as guides and answer questions quickly.
When your testers are trying out apps, look for features like easy-to-navigate dashboards and personalised menus. Workers will better receive any intuitive app that provides a pleasant user experience.
Onsite 7 is incredibly easy to use, with a desktop and mobile interface that lets you jump to jobs quickly and access features within one click.