WorXflo™>
Sales CRM
Qualify leads, issue quotes, arrange appointments, track team engagement through the sales pipeline
to convert leads into Customers.
Staff (HR)
Record all of the important information for your staff, including qualifications,
holiday, training, availability and work history.
Job Management
Optimise your workforce with user-friendly resource allocation tools.
Track equipment usage, availability and maintenance schedules
Assign tasks based on availability and expertise.
Integrated Accounts
Simplify your invoicing processes with automated invoice generation. Access robust accounting features to manage your finances efficiently. Create financial reports to gain insights into costs and budget performance.
Document Management
Centralised Control and storage of digital documents enabling efficient retrieval, sharing, security and versioning.
Inspection Management
Streamline inspection process, customisable digital forms and checklists, snagging.
Real-time data capture using the WorXflo App, instantly sharing information back at base.
Resource Tracking
Customisable phone tracking for resource management, estimate time to task, safety for solo workers
and resource optimisation.
Inventory Management
Visibility of your product stock levels, locations and usage within your organisation. Construct BOMs and Sub-Assemblies.
Asset Management
Manage customer assets or yours operating in the field, track maintenance,
inspections, costs and depreciation.
Project Management
Breakdown complex tasks to manage the jobs required to complete them.
Share progress with interested parties via the customer portal.
Customer Portal
Communicate with your customers effectively. Customisable communications made personal and proactive.
Share Job Sheets, Work Reports, inspection reports and maintenance logs.
Email Templates
Ease administrative burdens utilising the exisitng templates,
edit or create your own using placeholders for data fields.
Real-time Mobile App
Assign Jobs and collect real-time data, snags, inspections, pictures from your staff in the field.
Multilingual
Operate and view the App and portal in the language of your choice. (English, French, German, Italian, Spanish and Polish supported so far)
AI Assistant
Allow the WorXflo AI Assistant to help with trivial tasks and spark creativity when composing original customer communications.