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Description

Technisoft's premier offering, Service Manager, is recognized as a Sage Endorsed Solution and has garnered several accolades, including multiple "Sage Accpac Product of the Year" awards. As a Sage Endorsed Development Partner, Technisoft has been delivering software solutions for Service and Maintenance for over 28 years. With Service Manager, businesses can efficiently oversee their resources, products, and services. The software enables users to access vital data both locally and remotely through mobile or web platforms, leading to significant time savings, reduced costs, enhanced profitability tracking, increased efficiency, and ultimately, elevated customer satisfaction. Fully integrated with the Sage 300 accounting suite, Service Manager ensures seamless accountability from a unified location. Technisoft also offers award-winning software solutions tailored for field service management, contracting, job costing, preventative maintenance, and general equipment servicing, making it a versatile choice for various industries. Their commitment to innovation and excellence ensures that clients can navigate complex operational challenges with ease.

Description

Workheld is a workforce management system that improves the efficiency and clarity in production, assembly, and service processes. The software system facilitates efficient planning, execution, and documentation. The software has many key features, including efficient planning and scheduling tools, integrated management of equipment materials and tools, as well as functions to record working and travel times, defects and material consumption, as well as images and other details. The software can generate reports automatically and be signed on-site by the technician or customer.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$3295.00/one-time
Free Trial No 
Free Version No 

Pricing Details

€42.00/month/user
Access to the Workheld App is available from €42 per user and month for 50+ users.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

TechniSoft

Founded

1987

Country

Australia

Website

www.technisoft.com

Vendor Details

Company Name

Workheld GmbH

Founded

2015

Country

Austria

Website

www.workheld.com

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments No 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing Yes 
Tax Calculator Yes 

Employee Scheduling

Appointment Management Yes 
Automated Scheduling No 
Calendar Management Yes 
Employee Database Yes 
Group Scheduling Yes 
Messaging Yes 
Mobile Access Yes 
Payroll Management Yes 
Reporting/Analytics Yes 
Resource Management Yes 
Schedule Distribution Yes 
Scheduling Yes 
Shift Scheduling No 
Shift Swapping Yes 
Time Clock Yes 
Time Tracking Yes 
Vacation / Leave Tracking Yes 

Equipment Maintenance

Customer Database Yes 
Dispatch Management Yes 
Equipment Tracking Yes 
Inventory Control Yes 
Job Management Yes 
Maintenance Scheduling Yes 
Warranty Tracking Yes 
Work Order Management Yes 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management No 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Maintenance Management

Asset Tracking Yes 
Billing & Invoicing Yes 
Calibration Management No 
Dispatch Management Yes 
Inventory Control Yes 
Inventory Management Yes 
Key & Lock Management No 
Mobile Access Yes 
Planning Calendar Yes 
Predictive Maintenance Yes 
Preventive Maintenance Yes 
Purchasing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Scheduling

Alerts/Notifications Yes 
Appointment Scheduling Yes 
Automated Scheduling No 
Calendar Management Yes 
Class Scheduling No 
Employee Scheduling Yes 
Facility Scheduling Yes 
Group Scheduling Yes 
Interview Scheduling No 
Meeting Room Booking No 
Multi-Location No 
Online Scheduling No 
Payment Processing No 
Real-time Scheduling Yes 
Reservations No 
Resource Scheduling Yes 
Room Booking Management Yes 

Service Dispatch

Billing & Invoicing Yes 
Call Center Management Yes 
Contract Management Yes 
Customer Database Yes 
Inventory Control Yes 
Job Management Yes 
Job Tracking Yes 
Mobile Access Yes 
Routing Yes 
Scheduling Yes 
Self Service Portal No 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Product Features

Building Maintenance

Asset Tracking Yes 
Commercial Properties No 
Customer Database Yes 
Dispatch Management Yes 
Inventory Management Yes 
Job Costing No 
Job Management Yes 
Maintenance Scheduling Yes 
Residential Properties No 
Routing No 
Scheduling Yes 
Work Order Management Yes 

Digital Signature

Audit Trail No 
Authentication No 
Auto Reminders No 
Customizable Templates Yes 
Document Analytics No 
Mobile Signature Yes 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

Equipment Maintenance

Customer Database Yes 
Dispatch Management Yes 
Equipment Tracking No 
Inventory Control Yes 
Job Management Yes 
Maintenance Scheduling Yes 
Warranty Tracking No 
Work Order Management Yes 

Facility Management

Asset Management Yes 
Commercial Properties No 
Equipment Management Yes 
Facility Scheduling Yes 
Incident Management Yes 
Inspection Management Yes 
Inventory Control Yes 
Maintenance Tracking Yes 
Preventive Maintenance Yes 
Residential Properties No 
Room Scheduling No 
Schools No 
Space Planning No 
Vendor Management No 
Visitor Management No 
Work Order Management Yes 

Field Service Management

Billing & Invoicing No 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates No 
Routing No 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Inspection

Appointment Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Equipment Tracking Yes 
Photos In Reports Yes 
Print on Site Yes 
Report Templates Yes 
Speech Recognition Yes 
Subcontractor Management Yes 

Inventory Control

Allocation No 
Barcoding No 
Cost Tracking No 
Forecasting No 
Item Management Yes 
Order Management Yes 
Procurement Management Yes 
Reorder Management No 
SKU / UPC Codes No 
Serial Number Tracking Yes 
Supplier Management No 

Inventory Management

Alerts/Notifications Yes 
Barcoding / RFID No 
Forecasting Yes 
Inventory Optimization No 
Kitting No 
Manufacturing Inventory Management No 
Mobile Access Yes 
Multi-Channel Management No 
Product Identification Yes 
Reorder Management No 
Reporting/Analytics No 
Retail Inventory Management No 
Supplier Management No 
Warehouse Management No 

Logbook

Asset Tracking Yes 
Audit Trails No 
Data Search No 
Employee Time Clock Yes 
For Drivers Yes 
For Pilots No 
User Access Permissions Yes 
Violation Tracking No 

Maintenance Management

Asset Tracking Yes 
Billing & Invoicing No 
Calibration Management No 
Dispatch Management Yes 
Inventory Control Yes 
Inventory Management Yes 
Key & Lock Management No 
Mobile Access Yes 
Planning Calendar Yes 
Predictive Maintenance Yes 
Preventive Maintenance Yes 
Purchasing No 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Preventive Maintenance

Condition Monitoring Yes 
Inspection Management Yes 
Maintenance Scheduling Yes 
Mobile Access Yes 
Predictive Maintenance Yes 
Purchasing No 
Reminders No 
To-Do List Yes 
Vendor Management No 
Work Order Management Yes 

Scheduling

Alerts/Notifications Yes 
Appointment Scheduling Yes 
Automated Scheduling Yes 
Calendar Management Yes 
Class Scheduling No 
Employee Scheduling Yes 
Facility Scheduling Yes 
Group Scheduling Yes 
Interview Scheduling No 
Meeting Room Booking No 
Multi-Location No 
Online Scheduling No 
Payment Processing No 
Real-time Scheduling No 
Reservations No 
Resource Scheduling Yes 
Room Booking Management No 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Work Order

Contract Management No 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Preventive Maintenance Yes 
Quotes / Estimates No 
Recurring Appointments No 
Routing No 
Scheduling Yes 
Task Management Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control No 
Business Process Automation No 
Calendar Management Yes 
Compliance Tracking No 
Configurable Workflow No 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations No 
Workflow Configuration No 

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