- Comprehensive Software for Technology Service Providers
Software to Manage AV, Security, Solar, and IT Services
Work smarter with WorkCase software, built for technology-driven service businesses. Streamline operations, scheduling, and field management.
Centralized Project and Job Dashboard
Get real-time visibility into project and service tasks from a single dashboard, with instant access to schedules, technician assignments, and status updates.
Real-Time Resource Allocation
Optimize technician schedules and resources in real time for timely service delivery and workforce management.
Intelligent Scheduling for Tech Services
Work Case scheduling tools allow service providers to allocate technicians effectively based on skills, location, and equipment requirements. This strategic approach improves response times and brings the right expertise to complex technical installations.
- Reduce travel time and job delays.
- Improve client response times for enhanced satisfaction.
- Features
Software for Technology Service Providers
WorkCase provides essential tools tailored for technology service businesses software, enabling precise project tracking, equipment management, and compliance monitoring.
Equipment Management
Log the status and availability of specialized tools and devices, ensuring technicians have what they need on-site.
Compliance and Certification Tracking
Monitor certifications and safety standards, ensuring technicians meet requirements for specialized tasks.
Job Costing
Evaluate revenue versus expenses to maximize profitability across all Technology projects.
Project Performance Reports
Assess the efficiency and timeliness of service projects, ensuring consistent, optimized delivery.
Cost Analysis Reports
Review and manage costs with breakdowns to improve budgeting and project profitability.
Workforce Productivity Metrics
Evaluate technician productivity to understand strengths and areas for improvement in service delivery.
Detailed Reporting and Analytics for Performance Insights
Gain insights into HVAC operations with WorkCase’s reporting tools. Track metrics like job completion rates, technician productivity, and cost efficiency. These insights help you make informed decisions, refine processes, and enhance both profitability and operational performance.
Financial Oversight and Job Costing for Project Accuracy
Track job expenses and maintain budget accuracy by monitoring labor, materials, and equipment costs. WorkCase’s job costing features detect early budget discrepancies to ensure profitability and financial control.
- Track labor, equipment, and materials costs.
- Compare actual costs with estimates.
- Refine cost accuracy with real-time tracking.
Enhanced Communication for Client and Technician Engagement
WorkCase streamlines communication between field teams and clients, keeping everyone informed. Automated notifications and direct messaging options reduce delays and increase transparency for complex technology service projects.
Client Portals
Provide a portal where clients can track project status, view updates, and communicate directly for enhanced service satisfaction.
Automated Notifications
Inform clients and teams of job status, upcoming appointments, and timeline adjustments.
In-Field Messaging
Empower technicians to communicate with office staff and each other in real time, improving collaboration and response times.
What kinds of requests does Workcase handle (incidents, service requests, changes)?
Log break/fix incidents, routine service requests, and planned changes. Each ticket stores priority, SLA target, client/site, affected asset, and full communication history so nothing gets lost between handoffs.
How does scheduling & dispatch work for remote vs. onsite support?
Assign technicians by skills, availability, and location. Include arrival windows and access notes for onsite visits, or mark tickets as remote with start/stop times and resolution notes for a complete audit trail.
Can we track assets and link them to tickets?
Yes. Maintain a catalog of client devices and systems (workstations, network gear, servers, software licenses). Tickets can reference the impacted asset, preserving service history, warranty details, and costs across its lifecycle.
How are SLAs, approvals, and escalations managed?
Define response/resolution targets by customer or contract. Automations set due times, trigger alerts as deadlines approach, route to higher tiers, and require approvals for scoped changes—keeping compliance visible.
How do time, parts, and billing connect?
Techs log time (regular/OT) and any parts used directly on the ticket. Approved entries flow into job costing and invoices (T&M, fixed-fee, or milestones), with AR status (draft/sent/paid/overdue) and profitability reporting at the client and contract level.
- FAQs
Technology Service Software — FAQs
Unify your IT service operations in one place. Capture requests from email/forms/portal, triage with priorities and SLAs, dispatch technicians (onsite or remote), track time and parts, and convert completed work into clean invoices—while keeping clients, assets, and contracts tied to every ticket.