Automate and scale icon

Automate and scale with a single system and tools for sales, office, warehouse and field staff

Save time icon

Save time, improve safety and simplify tasks in the field with a mobile app that’s intuitive and simple to use

Take control icon

Take control of all tasks and costs with real time data to drive performance and manage projects from start to finish

Our simple to use, single, integrated system is trusted by…

What would make your life easier?

tick mark    A single view of the project from sale to delivery
tick mark    Better compliance with health and safety standards
tick mark    Paperless system with document tracking
tick mark    Optimal inventory tracking and management
tick mark    GDPR compliance built in
tick mark    Flexibility to make changes on the go
tick mark    Drag and drop easy-to-use digital forms in the field
tick mark    Simple tools your staff can quickly master
tick mark    Reduced errors in customer appointments and materials
tick mark    Dashboard with real time data that gives you control

I can see where my engineers are throughout the day and the progress they are making against jobs which gives me that great sort of real-time view of the performance management, which I can use to challenge and drive performances throughout the day. This is an excellent tool for me.

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A Single Sales and Customer Data system

Start your customer’s journey with lead management, prospects assignment, appointments scheduling and quote generation. Share relevant data with your teams and improve customer experience with timely, automated communications. A single source of data for customer and materials for immediate and accurate invoicing.

Simplify and Speed up Solar Site Survey

Collect site survey data, videos and photos on iOS or android mobile or hand held devices. Complete checklists and forms quickly with easy drag and drop features.  Share data in real time with your team in the office. Access a single shared platform for all customer and job data.

Streamline Workflows and Improve Efficiency of Installation

Schedule work, auto-assign jobs in seconds. Full view of field operations with flexibility to make changes on the go. Track jobs and resolve problems quickly. Capacity dashboard for planning. Manage contractor jobs and performance.

Automate Stock Management

Stock management and tracking of serialised and non-serialised products from warehouse to van to customer premise. Reduce need to over-stock with efficient assignment of materials to jobs.

Ensure Health & Safety Compliance

Built in mandatory risk assessment before job start. Real-time visibility for desktop audits. Skills and certifications match for jobs. Quality control checks by Supervisors.

Book a Live Demo Today!

Our experts can show you in a live session how Simply Workflow solves common Field Service Management challenges.

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