WorkStraight Features

Powerful, Easy To Use Work Order Software That's Loaded With Features!

Why choose WorkStraight? - Work Order Management Software
 

 

Customizable

Form a complete work infrastructure or use a la carte
Unlimited work orders
Customize individual work order fields
Customize the term "work orders"
Allow those you service to submit work orders
Customize the description of those your service
Upload your own logo
Upload your existing customer list via CSV file
Enable or disable asset management
Upload your existing asset list via CSV file
Enable or disable invoice management
Work order API access with OAuth 2.0

Flexible

Assign multiple users to work orders and tasks
2-way sync your customers and invoices with QuickBooks
Create recurring work order tasks
Re-open or delete, closed work orders
Manage inventory and track assets used on work orders
Create invoices and accept payments online
Work orders optionally can require an approver
Printable work orders and invoices
Ability to download work orders and reports via CSV
Link multiple work orders together
Print work order summary reports
Create invoices from work orders

Practical

Control users access to different sections of the software
Administrators can resend passwords to users
Searchable archive of all work orders
Integrated customer management
Powerful customization settings
Full featured calendar with notifications and reminders
Sensitive data is secured and stored encrypted
Track work with integrated reporting
Data is transmitted via SSL tunnel using TLS encryption
Backfill your old work via work orders or calendar
Unlimited bandwidth for all users
Unlimited storage for work order files

Communication

Email and real-time notifications for your users
Decide who receives notifications for specific activities
Send and receive work order or task specific messages
Closing a work order requires the user to enter a reason
All task updates require an accompanying message
List and track requirements on work orders
Create and manage estimates for cost and hours
Optionally track and document time spent on work
List and track materials needed to complete work order
Upload and download attachments and files
Integrated help center

Some Ways To Use WorkStraight

The flexibility of WorkStraight can be used for a variety of purposes.
Click on an example below for more info.

  • FACILITY MANAGERS

    Assign work orders to your team and track progress. Receive email notifications on tasks and closures. Stay on top of things with reports.

  • GENERAL CONTRACTORS

    Use work orders to manage work assignments, calendar to keep appointments, and invoices to accept payments on location.

  • OFFICE ADMINISTRATORS

    Create reports to download and manage in your spreadhsheet program. Use the calendar to keep everyone up-to-date and on the same page.

  • PROPERTY MANAGERS

    Use work orders to manage and track assigned work. Utilize the calendar to keep up with appointments for you and your staff in the field.

  • SERVICE MANAGERS

    Using Outside Access, have those you serve submit requests to you. Add tasks to itemize work completed on the request.

  • LAW OFFICES

    Use work orders to securely document cases, track billable hours and tasks. Give access to clients to share info. Accept payment using invoices.

  • SALES PROFESSIONALS

    Stay notified about appointments with calendar. Track sale leads and give your team access. Keep up to date sale lead contact info.

  • STARTUPS

    For fast infrastructure use work orders to track your task lists, calendar for appointments, and invoices to bill your new customers.

  • DEVELOPERS

    Manage work to do, assign tasks, and collaborate with your team. Integrate WorkStraight API into your own software workflow.

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Flexible Features for All Your Business Needs