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11 questions to ask before signing up for a Job Sheet App

The best questions to ask when you're searching for the right app for your field service business.

By Eworks ManagerPublished 2 months ago 5 min read
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Are you looking for the right Job Sheet App for your business? 

Whether you want to stay organised, improve efficiency, or track job progress in real time, we can help you find the right app for your business.

But first, let's explore what Job Sheet Apps are:

What is a Job Sheet App?

It's a software application designed to help you manage tasks, projects, and your workforce. It automates and streamlines your daily tasks so you can focus on delivering services and keeping customers happy. 

Let's look at the list of questions to ask when searching for the right app for your business:

1. What features does the app offer?

Job Sheet Apps have various features to help you organise, track, and manage tasks, projects, and teams. 

Features you might find in job management apps include the following:

  • Job scheduling
  • Quoting
  • Invoicing
  • Task management
  • Asset management 
  • Inventory management
  • Time tracking
  • Reporting

 Some apps may have more features, so ask the software provider what they offer.

2. Is the app compatible with my devices?

To ensure the app will work for your business, check with the software provider to see if the app is compatible with your devices. 

Find an app compatible with your devices. If it isn't compatible, you'll have to spend more time and money finding another app. 

The best solution is to choose an app available for Android and iOS. If you ever need to replace your devices, your team can access the app, regardless of their mobile operating system. 

3. How easy is it to set up?

Easy setup and implementation are non-negotiable. As a business owner with limited time, you need to find an app you can start using as soon as possible. 

Before you sign up for an app, ask the software provider about the setup process. Find out when you can expect to start using the app. Ask them if they'll help you set up the app or if you need to do this yourself. 

4. Is the app user-friendly?

User-friendly apps make training and adoption easier, helping you get up and running with the app in less time.

Ask the software provider for a demo or trial version of their app so you can explore the software firsthand. Consider factors such as the intuitiveness of the user interface, the clarity of menu options, and how easy it is to use it to perform everyday tasks.

Test the app's usability on various devices, including desktop computers, tablets, and smartphones. Ensure the user experience remains consistent and intuitive across different devices.

5. Can the app integrate with other software systems?

App integrations can save you time. They let you automate manual tasks, reducing the need for time-consuming manual data capture.

Many apps integrate with platforms like Microsoft Outlook, Google Calendar, Xero, Sage, Mailchimp, and HubSpot. Choose one that integrates with the apps you use to get the most out of your investment. 

6. Can I track technicians in real time?

Real-time vehicle or mobile tracking is valuable for field service managers. With tracking technology, you can track job progress, monitor driver behaviour, and locate your technicians when they're in the field.

Ask the software provider if they offer vehicle or mobile tracking and if there's an extra cost involved to activate these features.

7. Does the app work offline?

If your technicians work in areas with poor internet connectivity, find an app that can work offline.

With an offline mode, your team can access data and documents even when they can't connect to the internet. And when they can connect again, they can upload the data they captured offline.

Ask the software provider if their app works offline and how the feature works to ensure your team can upload data later.

8. Is the app secure?

Protecting customer and supplier information is critical. If confidential details fall into the wrong hands, you could face fines and legal action.

Find out what measures are in place to keep your data secure. Ask the developers for more information on safety and security. Protecting their data will give customers and suppliers confidence in your business.

9. What support and training resources are available for app users?

Learning how to use an app takes time and requires patience. But training and support can speed up the process and help you get to grips with the app faster. 

Ask the software company if they offer training and support. While some include both in the cost of your subscription, others don't, so find out if you'll need to pay an extra fee.

10. Can I try the app for free?

Trying a product before you buy it is the best way to know if it's the best solution for your business. 

Find out if the software provider offers free trials. Ask them about the terms and conditions to ensure you have enough time to check it out. Knowing the terms and conditions protects you and stops you from signing a contract before you've made your decision. 

11. What is your pricing structure?

The app you choose needs to fit your budget. It must be a product you can afford in the long run. The money to invest in setup and training can be high, and you don't want it to go to waste. 

Ask the software provider about their pricing structure. Find out what pricing plans are available, the features included in each plan, and if they charge a monthly or yearly fee.

Find out if there are any hidden costs, like cancellation or setup fees. These expenses can add to the app's total cost and may exceed your budget. 

Final thoughts

If you're ready to take the next step and find a Job Sheet App for your business, keep these questions in mind. We guarantee they'll help you in your search for the right app. 

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About the Creator

Eworks Manager

Eworks Manager is Field Service & Job Management Software built for the trades and services industry.

To find out more information or request a demo, please call +44 161 526 7890 or email [email protected]

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