Fieldworkers CRM

Developed a user-centric custom CRM to manage Fieldworkers for the UK’s top landlord certification provider with Job Dashboard, Order Handling, Appointment Calendar, and Personal Info & Subcontractor Management.

Overview

UK’s top landlord certification provider needed a robust CRM module to manage their fieldworkers, who handle property visits and certification tasks. The client provides a myriad of services, including energy performance certificates, gas certificates, fire risk assessments, and other property assessments across the UK and Ireland.

Assigning jobs to the right, available workers was a major challenge, especially with a wide range of services spread nationwide. Manually managing this process was time-consuming and prone to errors, leading to inefficiencies and delays. Moreover, it was challenging for the fieldworkers to track the jobs assigned to them and complete them efficiently.

We delivered a feature-rich CRM to help the business manage their fieldworkers using Laravel, AngularJS, MySQL, Google Calendar, Twilio, and other tools. Key functionalities include a job dashboard with job tracking, detailed order management, an editable appointment calendar, users’ personal info management, and subcontractor handling.

This module empowers fieldworkers to efficiently manage their assignments, sync appointments, and optimize communication with clients and admins. With the CRM, our client has enhanced productivity, transparency, and stakeholder satisfaction.

Services

  • Business Need Analysis
  • Custom CRM Design and Development
  • Custom Feature Development
  • Maintenance & Support
  • Quality Assurance and Testing

VISIT

WEBSITE

Industry

Property Certifications

Region

Western Europe

VISIT

Website

Technologies

Angular JS

Angular JS

Calendly

Calendly

CSS

CSS

Google Calendar

Google Calendar

HTML

HTML

JavaScript

JavaScript

JQuery

JQuery

klaviyo

klaviyo

Laravel

Laravel

MySQL

MySQL

paymentsense

paymentsense

PHP

PHP

SendGrid

SendGrid

Zapier

Zapier

Zohochat

Zohochat

  • Laravel
  • SugarCRM

Key Features

A Dedicated Job Dashboard With Status Tracking for Fieldworkers

Fieldworkers can manage their assigned jobs via a comprehensive dashboard, that can be filtered by statuses: Open, Completed, and All. The dashboard presents a detailed table showing job-specific data like serial numbers, dates, services, customer details, and application statuses. Open jobs include unaccepted or in-progress assignments. Fieldworkers can mark orders as completed after scheduling appointments and uploading certificates, ensuring convenient job tracking and management.

Detailed Order Management Functionality

The Order Details section allows fieldworkers to access comprehensive information on each job, including customer contacts, property details, appointments, job specifications, materials, and follow-up notes. Fieldworkers can add attachments, notify relevant parties, and schedule property visits with automated email notifications to customers. Appointments can also sync with Google Calendar for timely reminders.

Customizable Calendar View for Appointment Tracking

Fieldworkers can view their scheduled appointments in an editable calendar, complete with customizable day views. Notes can include client visits, timings, and reminders. A blockout diary feature lets fieldworkers mark unavailable times, visible to admins for better scheduling coordination.

Customizable Calendar View for Appointment Tracking
Customizable Calendar – Month View
Customizable Calendar – Week View
Customizable Calendar – Day View
Customizable Calendar – Add Blockout Diary
Customizable Calendar – View Blockout Diary

Fieldworkers Scheduler

We created the scheduler dashboard and calendar to track fieldworker appointments, optimizing job assignments and scheduling.

Fieldworkers Scheduler
Fieldworkers Scheduler – Calendar View

Subcontractor Management Tab for Fieldworkers

Fieldworkers can add subcontractors to assist with jobs, with admin approval. Subcontractor details are displayed in a table format, including name, contact details, and approval status. Payments for jobs remain routed to the primary fieldworker, even when subcontractors are involved.

Fieldworkers’ Personal Information Management Feature

The “My Details” tab allows fieldworkers to manage their login credentials, personal details, payment information, and compliance documents. They can set service preferences, predefined by admins, and configure coverage areas using postcodes, ensuring future job assignments align with their defined regions.

Results & Benefits

  • Fieldworkers can efficiently manage and monitor job progress with status filtering and detailed dashboards.
  • Automated customer notifications and follow-up features ensure smooth interaction between fieldworkers, clients, and admins.
  • Editable calendars with Google Calendar sync and blockout diary features enhance appointment management.
  • Fieldworkers can easily update personal details, manage compliance documents, and define service coverage areas for optimized job allocation.
  • The subcontractor management tab centralizes oversight of auxiliary workers while maintaining payment transparency.
  • A dedicated, intuitive portal reduces manual effort and supports our client’s commitment to operational excellence.

Outcomes

The Fieldworkers CRM has transformed how our client managed fieldworkers, contractors, and subcontractors. With features like a streamlined job dashboard, detailed order tracking, and a smart calendar for appointments, it’s easier than ever to stay organized. The module simplifies multi-worker coordination and empowers fieldworkers to manage compliance and personal details independently, reducing extra staffing costs. These enhancements have optimized workflows, reduced errors, and strengthened our client’s position as one of the UK’s leading landlord property certification providers.

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