Workorder management software

What is the best workorder management software?

Without a doubt, we can say that NewWaySERVICE is the best workorder management software.

What is NewWaySERVICE?

NewWaySERVICE is a workorder management software designed for small and medium-sized enterprises that need to track service requests received from their customers, regardless of their industry.

What is a workorder?

When you receive a service request from one of your customers, you create in the software what we call a work order so that you can track it. A workorder is simply the term used by default in NewWaySERVICE and is the same as a ticket, case, service request or any other similar term. You can adapt the NewWaySERVICE terminology to use the term that best suits your business.

How much does NewWaySERVICE cost?

NewWaySERVICE starts as lows as 25.06$ per month per technician. There are no hidden fees.

Can I try NewWaySERVICE?

Yes, you can try NewWaySERVICE completely free of charge simply by creating a free trial account at NewWaySERVICE.com.

Customizable according to your needs

Your work orders can have several statuses such as In Progress; Completed; Billed; etc. You simply decide on the description of each status. The same principle applies for priorities or purchase order statuses. You can also indicate a different color for each status, which greatly facilitates spotting workorders on screen.

Speaking of work orders, if you don't like the term Work Order, you could change it for Ticket, Request, Service Request, Service Call, whatever you want. Indeed, the terminology in the software can be changed instantly on screen and in all printouts such as reports or forms. You can also change the terminology for Technicians, Customers, Equipment and Spare parts.

You can add additional fields (what we call user defined fields) in each module. For example, create a drop-down list in the customer file or a text box or checkbox in the work order. User defined fields from different modules can also be linked together which makes our solution smart and powerful

Also configure a multitude of options such as your logo; texts and messages; default values and behaviors; regional settings; taxes; emails; reminders and more.

Customers and equipment

Of course, you can manage the list of your customers as well as equipment belonging to them. A customer can be the branch of another customer, you can indicate to bill a different customer, each customer can have a category, a zone or a preferred technician as well as an unlimited number of contacts. Instantly see the last work orders performed or those to come, simply by clicking on the client file. If needed, specify labor rates by customer or manage their banks of hours.

A customer can be assigned to an unlimited number of pieces of equipment, regardless of whether you sold or leased the equipment to your customer or only do maintenance on their own equipment.

For each piece of equipment, you can track service contracts, warranties or meters. Indeed, while the technician is on site, why not take the opportunity to take the measurement of the meter of the equipment? Each piece of equipment can be identified by a unique serial number and you can even add a photo to it. Enter internal notes or special notes that will be displayed directly on the work order.

As for the customer, see a summary of the last work orders performed or those to come, simply by accessing the equipment file. If needed, each piece of equipment can have one or more preventive maintenance schedules, which allows you to automatically create your work orders in advance.

Technicians and dispatchers

Grant different access rights to your users whether they are technicians, dispatchers or administrative staff. Security in NewWaySERVICE is so flexible that you can indicate whether a technician can edit a work order depending on its status. You could even limit access to your technicians to only see customers from their own work orders. Convenient if you want to give access to NewWaySERVICE to users outside your company such as subcontractors.

By the way, you only pay for users of type Technician, because only technicians can be assigned to work orders. You therefore do not need to have a subscription for users of type dispatcher or administrative staff.

You can assign your technicians to one or more zones and even assign them to a work schedule, useful if you want the software to offer appointments during your technicians' normal working hours.

Work Orders

Of course, the Work Orders module is the main module of the software. It's all about work orders. The work order can be invoiced to a different customer than the one for whom the work is intended. Optionally, you can assign one or more equipment as well as appointments. Since each appointment is necessarily linked to a technician, you can assign several technicians at different dates and time to the same work order. Useful for example when you have different teams or trades to assign to the same work order.

Of course, you can reorganize appointments at any time from the Calendar of appointments using drag and drop. The calendar of appointments offers several views of type planning or vertical, whether by month, by week, by day, by technician or by work order. Your technicians can also receive reminders of each of their appointments.

A multitude of information can be entered in each work order. Assign labels so you can group or find them easily. Specify spare parts to be planned or to order. A trace is even kept each time the status of a work order is changed by a user.

You or your technicians can also enter work performed, parts used and labor. If needed, worked hours may be different from billed hours. With a simple click, photos or any other type of document can be attached to work orders. Useful for example to be able to compare photos before and after maintenance or repair. Finally, your technicians can have the customer sign directly using the touch screen of their smartphone or tablet.

Spare parts, inventory and purchase orders

When your technicians enter parts used in the work performed section from a work order, these parts are directly subtracted from the inventory. Since NewWaySERVICE is multi-warehouse, you can even assign a default warehouse to each technician, such as his truck, for example.

See in real time the quantities in stock, to receive, to be planned or to order. Create different part codes per supplier: useful when you can order the same part from different suppliers. Assign parts to equipment types to speed up the entry of parts into work performed. With a single mouse click, even see on which work orders a part was used.

Many other features and useful options

Of course, a multitude of other options are included in the application to allow you maximum ease and flexibility in managing your customer service.

For example, a Knowledge Base module allows you to maintain a list of articles or how-tos about your business or products. A map (Google Maps®) allows you to see the location of your technicians and customers. Reporting and data synchronization options. Real-time notifications can be sent, for example when a work order changes status, a service contract or warranty expires or a bank of hours is about to be empty. A Customer portal, which can be activated as needed, so that your customers can submit their service requests via the Web or consult the status of their work orders or banks of hours. Very effective quick or detailed Google® style searches. Indeed, since each word entered in the application is indexed, this allows you to search for any information very quickly.

Free trial and subscription

Create your free 45-day trial account immediately. This only takes 30 seconds and you are ready to use NewWaySERVICE. No credit card required. In short, you have absolutely no risk. After your free trial period, if you are satisfied with the software, you will only have to subscribe for as low as 25.06$ per month for the number of technicians desired.

In addition, you can change your subscription at any time, increase or decrease the number of technicians as needed. Very practical, for example, for seasonal businesses.

Help and technical support

Technical assistance is of course absolutely free and included with NewWaySERVICE. There are no additional support contracts to pay. Simply log in to your NewWaySERVICE account then access the Help and support option to contact us if necessary.