WorkPal Reviews

Pros

My entire experience with the Workpal team has been fantastic from the start. They provided detailed demos and explanations and the implementation process was quite impressive too. They worked closely with us to customize the system according to our needs. Transitioning a team of over 20 engineers to the new app was a huge challenge but the Workpal team supported us throughout the entire process. The level of control and functionality offered by the app is incredibly useful and the real time updates it provides to our office team and clients are invaluable. I am truly impressed by this system.

Cons

Implementing Workpal has had a huge positive impact on our business. and it is honestly not possible to find any cons.

Pros

The job tracking and scheduling as well as quotation process are seamless and effective.

Cons

I prefer to have a feature that allows scheduling multiple dates for a single job, spanning different time periods.

Pros

Once you familiarize yourself with the software it becomes easy. Organizing our engineers schedules is quick and simple.

Cons

There are times when the mobile phone access on WorkPal isn't as optimal as the desktop version. Our engineers sometimes struggle with it due to job loading issues.

Pros

It is convenient that everything is easily accessible and can be found without a problem. The staff is very helpful and the system can be customized to suit our business needs.

Cons

It can be hard to work on the software when internet access is unavailable especially when working on site. Additionally our current accounting software package doesn't integrate well with Workpal unless you have the most expensive package designed for corporate companies. It would be beneficial to consider the needs of smaller customers including self employed individuals who may use the software more frequently.

Pros

The ability to log jobs for our staff members is a great feature provided by the software.

Cons

I would like to mention that there are instances where jobs don't sync to our staffs mobile devices.

Pros

Scheduling jobs and sending work to engineers is a very simple.

Cons

I am unable to create invoices for customers with CIS and withholding tax combined.

Pros

When we were searching for new software, we were looking for the ability to use mobile devices for engineers to complete paperwork and manage job costs in one place were the most important functions for us. Workpal offers these features, allowing us to produce reports efficiently.

Cons

I haven't encountered anything that I dislike about it so far.

Pros

The ease with which our engineers can use it while on the road is remarkable.

Cons

It doesn't sync with my accounts software but to be fair not many systems do.

Pros

The ease of use and the ability to access all the necessary information is outstanding.

Cons

The training we received was quite basic so we have mostly relied on hands on experience and self learning. Once you become familiar with it surely the platform is excellent.

Pros

I love how easy it is to use and understand. Everyone in our company has been able to navigate it effectively.

Cons

Nothing at all! It works perfectly and helps us achieve our goals

Pros

I found the setup process and cost very much excellent. also the team was very friendly. Workpal offers so many features and can be tailored to meet your specific needs. The interface is also user friendly and simple.

Cons

It would be helpful if the scheduling view provided a clearer representation allowing me to block out peoples days with a more detailed view of all their assigned jobs.

Pros

Instant access to engineers workloads is easy.

Cons

One limitation I would like to point is the inability to assign the same license to an individual who uses both the mobile and desktop versions.

Pros

One of the things I love about the product is that we receive job reports immediately after completion. This is a huge advantage for us as we handle numerous customer care jobs daily.

Cons

I don't like the fact that I can't see all my daily jobs on a calendar without assigning specific time slots to each job.

Pros

Workpals onboarding process was simple, allowing us to set up the platform according to our requirements. We could also make specific changes as we gained more understanding of the system. Managing a large volume of clients across multiple sites and tracking historical installations, upcoming jobs, and service requirements is effortless with Workpal. Customers appreciate the auto-generated job sheets upon completion, providing them with all the necessary details promptly. Creating and allocating jobs while efficiently managing our workforce based on location saves time and money.

Cons

It would be great to have a stock management feature integrated into WorkPal, eliminating the need for a separate platform. Additionally a "subcontractor" license option that allows payment per job would be beneficial.

Pros

From an administrators perspective, learning to use this software was very much easy. The ability to track jobs in real time from start to finish is a major advantage. Operatives can upload notes, pictures and collect customer signatures.

Cons

We had to find workarounds for some of the softwares limitations. For example we hoped for an automatic generation of a specific report but we still have to compile it manually. furthermore adding additional customized forms and reports can be quite costly.

Pros

It is easy to use and can be customized to fit the needs of different industries. It is versatile and simplifies everyday tasks.

Cons

The only con I can mention is that occasionally the mobile app needs to be rebooted to receive jobs or sync with the desktop.

Pros

Both the desktop and mobile systems of the product are easy to use and understand.

Cons

Sometimes the in house terminology used in Workpal can be a bit hard to understand.

Pros

This software is user friendly for both desktop and mobile users. It is efficient and easy to set up for on site operatives. The customer service is excellent and any issues or queries are resolved promptly. The reports have a professional look and are well organized.

Cons

We have encountered a few limitations that we had to work around or we have to find alternative methods for that.

Pros

The setup process was relatively upfront and customized to suit our business. We can respond almost instantly with images and reports directly from the engineer to the client.

Cons

It seems a bit glitchy on iPhone and the process of setting up custom forms usually delayed and involve some back and forth.

Pros

WorkPal combines information from our previous databases providing an easy to use and more functional option for tracking jobs, managing clients and granting mobile access to documents for employees working on site.

Cons

When using the search function I often find that too many old jobs appear and there is no sorting function to organize them by date or job number.