How to Choose a Workforce Management System
Choosing the right platform for your business can be a struggle. You need to have an idea of your requirements before making any swift decisions.
But with all platforms offering a whole host of different features, you can often get lost when searching for the right one. This guide will ensure you have the know how when selecting the right workforce management platform.
What’s included?
- Questions you need to ask
- Key comparison points
- Essential features checklist
- Additional features checklist
- MyMobileWorkers resources
What are the Key Areas to focus on?
When it comes to choosing the right platform for your business, it’s important to focus on some key areas to begin:
- Is it an adaptable & flexible platform?
- Is it easy & fast to use?
- Is the support good and reliable?
- Is it a good value for money?
- Does it have regular updates and improvements?
- Is it a tried and tested platform in your industry?
What are the Key Questions you should plan beforehand?
- How much does it cost?
- How much is the setup cost?
- Is there a fee for additional users?
- What devices do I need?
- Is the trial process free?
- How long is the trial process?
- How long is the implementation process
- Where is the company based?
Essential Features Checklist
Enforced Photos
Make sure your worker captures on-site photos and has the ability to annotate them.
CRM
Store information about your customers for greater organisation.
Digital signatures
Get digital sign-off from your customers for proof of delivery.
Invoicing
Send out accurate invoices directly from a job.
Vehicles checks
Create a vehicle check procedure that workers have to complete.
Recording items
Record exactly what’s used on a job for better stock management.
Job scheduler
Allow for jobs to recur over a specified time frame.
Assets
Record the status of valuable items that are left on site.
Features Checklist
GPS Tracking
Instant visibility of the location of your workers.
Attachments
Give workers instant access to documents on their device.
Electronic timesheets
Instant, electronic timesheets delivered with one tap.
Job creation
Create jobs on both the portal and the mobile device.
Calendar
Plan your workload better by easily visualising the day.
Timestamped photos
Photographs stamped with exact time and location.
Job mapping
Use the mapping tool to visually see the location of workers and jobs.
Projects
Organise jobs into projects and easily see the progress.
Job priority
Job priority toggle for easy scheduling.
Enforced complaince
Ensure that your workers have a process they must follow.
Branding
Embed your company branding into the management platform.
Working time dashboard
Easily view who is close to the Working Time Directive.
Bonus Features Checklist
Resource planner
See your resources at a glance and utilise them more efficiently.
Customer portal
Give clients an online log-in to instantly access their job information.
Alerts
Notify office staff, workers or customers about job information.
Accounts integration
The ability to use other packages to automate your business process.
Secondary users
Send important job information to users that don’t have a login.
Reports
Access a range of reports with the data you record.
Custom workflows
Design the exact process your worker must follow with both basic and dynamic paths.
Route optimisation
Allow mobile workers to organise their jobs by the quickest routes.
See how MyMobileWorkers can help your business:
MyMobileWorkers is the only mobile workforce management platform that can be fully adapted to ensure job processes are followed and provides ongoing, real-time updates for you and your clients.
