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Create & Manage Recurring Jobs
Track Staff & Monitor Progress
Authorise & Invoice Immediately
Create, Customise & Email Quotes
HVAC Software - Job Card Management System for the HVAC industry
How Eworks Manager's Award-winning HVAC Software can help your business in the HVAC maintenance and installation field?
Our software is built specifically for HVAC companies. It assists with the organisation of past, current and future jobs, finances and more. It enables you and your customers to log and plan jobs, monitor inventory, track your vehicles, monitor employees in real-time and much more.
PPM - Recurring Jobs
With our Recurring Jobs feature, you can create and plan jobs that reoccur every week, month or year. Once you have set up a recurring job, our system will automatically create jobs using the re-occurrence rules you have set. You can even choose how soon you would like the job to show up on the system before it's due date. Once created, you can manage your workforce to complete the jobs. You can also manage your projects within our all-in-one system.
Our Asset Management Software can help you create, manage and maintain recurring and urgent jobs, assets against invoices, recurring invoices, and maintenance services.
Keep track of your Internal Assets, whether that be your office equipment, vehicles or your customer assets. This includes boilers, or any other equipment provided to a customer that may require frequent servicing.
Plan jobs efficiently
The Time Planner is the perfect feature to schedule unassigned jobs to available workers. See who is available and then, with our drag and drop method, slot the job into your employee's calendar. You can assign callouts using auto or smart planning. Once saved, our Staff Scheduling Software will automatically sync updates to your staff's diaries on the Mobile App.
Quote clients with ease and convert quotes to jobs
Create quotes for customers and print or email them directly to your customers. You can convert the quote into a job instantly, maintaining all relevant information captured within it.
Our Mobile App allows you to create a quote on-site, speeding up the sales and job process.
Invoice quickly and easily
Create invoices on the go with the Mobile App or from the Admin System. Manage your overdue invoices and set payment terms per customer. Customise your invoices for your company's brand and structure with our easy-to-use, customisable templates. Eworks Manager integrates into SAGE One, QuickBooks and Xero accounting software's, for your convenience. Our system also allows you to export your invoices for accountants or bookkeepers.
Our comprehensive invoicing reports section gives you a breakdown of all invoices and the status of each. With this data, you can view all invoices that have been paid and what is still outstanding.