Mobile workflow management solution from WorkPal

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One of Ireland’s leading full-service providers for property insurance claims, React, has benefited from using WorkPal, an award-winning software solution from Barclay Communications for mobile workflow management, reporting, tracking and invoicing.

“React has a team of fully trained technicians and provides a 24-hour emergency response service. As our business has grown, we have found it increasingly inefficient to use paper-based job sheets,” said Ben Noble, co-owner of React Ireland. “Paperwork could be lost, filed incorrectly or take days, even weeks to return to head office. Our field operatives lacked visibility of job details and what needed carried out on site.

“After researching a number of workflow management solutions, we decided to use WorkPal as it is a locally owned and operated company with a team of in-house developers. The system offered everything we needed to ensure we were improving business performance.”

SOLUTION
Ian Megahey, Business Development Manager for WorkPal, explained, “We created digital job sheets that every field operative now completes on their tablet or smartphone, and this syncs back to head office instantly. That means there’s no more waiting for completed paperwork – the field operative can proceed to the next job, and the accounts team can invoice the job faster.

“During our initial meetings, Ben had mentioned that there was a lack of consistent communication between the office and field staff. The WorkPal app can track all field staff and give real-time updates on job progress. This gives all key stakeholders visibility of active sites and how the work is progressing.

“Instead of using multiple systems, React can now use WorkPal to take control of its entire workflows from job management, tracking, reporting and invoicing.”

BENEFITS
Ben Noble added, “We’re now more efficient in our business processes, helping us take on more work from our clients. Jobs are now easily created, which are then detailed on field staffs’ mobile devices with a clear task list of what they need to do. Information is stored securely in the cloud, meaning it’s readily accessible anywhere.

“WorkPal now enables us to work with clients who have higher claim volumes as we are more efficient and effective at handling their claims. We’ve become more competitive and with a fluid workflow management solution in place, we are in better shape. We’re noticing an increase in profits, better collaboration between teams and more satisfied clients.”

Barclay Communications is Northern Ireland’s largest, independent B2B telecommunications provider. A local expert in mobile, landline, IT, web design and software development, it has over 19 years’ experience in business communications. WorkPal is the company’s flagship solution for mobile workflow management, reporting, tracking and invoicing.

For more information on WorkPal, telephone (NI) 028 9096 0366 or (RoI) 048 9096 0366, e-mail [email protected] or visit www.yourworkpal.com