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Basic Features Walkthrough

Sendwork offers a comprehensive suite of features to help businesses manage their operations, staff, and customers efficiently. Here’s a detailed list of features with corresponding questions and answers:

Control Panels Overview

Q: What are the four different control panels in Sendwork?

A: Sendwork features four distinct control panels designed to cater to the specific needs of Owners, Managers, Staff, and Customers. Here’s a brief overview of each control panel:

Owner Control Panel: The Owner Control Panel provides a comprehensive view of the entire business, including all branches, managers, staff, and customers. Owners can create and manage multiple branches, assign tasks, view and update tasks assigned by managers, monitor the overall operations, and access all analytics and reporting features. Owners can also transfer managers, staff, and customers between branches as needed.

Manager Control Panel: The Manager Control Panel enables managers to oversee their assigned branch’s operations. Managers can create and manage tasks for their staff, view and update task information, monitor their team’s performance, and manage client information. They can also send estimates and quotes to customers and handle invoicing and payments.

Staff Control Panel: The Staff Control Panel allows staff members to view and manage their assigned tasks, deadlines, and schedules. They can also leave comments on tasks that are visible to their managers. The built-in calendar feature helps staff members manage their time effectively and stay organized.

Customer Control Panel: The Customer Control Panel, also known as the Client Portal, allows customers to view and manage their requests, tasks, and task history. They can submit support tickets, communicate with the business, and review and approve quotes. The Client Portal also offers a robust CRM system that helps businesses build strong relationships with their clients and deliver a seamless customer experience.

Each control panel is designed to streamline the user experience and ensure efficient management of tasks, communication, and overall operations for businesses using Sendwork.

User Profile Setup

Q: How do users set up their profile on Sendwork?

A: When a user signs up for Sendwork, they can connect their company to Stripe for payment processing, set their base currency, location, company name, and provide contact information. Users are automatically enrolled in the free trial until they add 5 clients or tasks, at which point they are presented with subscription options.

Client Management and CRM

Q: How does Sendwork help with client management?

A: Sendwork features a robust CRM system that allows businesses to manage their clients’ information, communication history, tasks, and support tickets. This helps businesses build long-lasting relationships with their clients and deliver a seamless customer experience.

Invoicing and Payments

Q: What invoicing and payment features does Sendwork offer?

A: Sendwork allows businesses to create and send invoices to clients, request deposits, manage refunds, and track payments. Clients receive email confirmations for completed tasks, along with links to pay outstanding invoices online.

Job Scheduling and Dispatching

Q: How does Sendwork help with job scheduling and dispatching?

A: Sendwork’s job scheduling and dispatching feature allows managers and owners to schedule tasks, assign them to staff members, set deadlines, and manage the workload efficiently. The system provides real-time updates on task status, helping businesses improve their overall productivity.

Time Tracking and Timesheets

Q: How does Sendwork handle time tracking and timesheets for staff members?

A: Sendwork records staff members’ daily schedules, task start and end times, and future schedules in real-time. This information can be used to generate timesheets and help businesses keep track of staff productivity and billable hours.

Estimates and Quotes

Q: How can businesses send estimates and quotes to clients using Sendwork?

A: Owners or managers can send estimates and quotes to clients via their control panels. Quotes can either request a deposit payment before a staff member is dispatched or serve as a formal notification that a staff member will assess the work before agreeing on a final amount.

Embedded Booking Forms

Q: How do I embed booking forms into my website or social media platforms?

A: Sendwork offers an easy way to integrate booking forms into your website or share them on social media platforms. By embedding these forms, you create a seamless start-to-finish operation for your clients. Here’s how you can add booking forms:

  1. Add to your website: Copy the provided code and add it to any page on your website. Booking requests will be received at your Manager’s dashboard of the company location. This option works well with website builders such as Wix, Squarespace, WordPress, Webflow, and Weebly.
  2. Share link: Use the provided link to share the booking form on social media, through emails, or text messages. Booking requests will be directed to your company control panel for efficient management.

To access the embedded booking form code or shareable link, navigate to the “Forms” section in your Sendwork account.

Reporting and Analytics

Q: How does Sendwork support reporting and analytics?

A: Sendwork provides a dashboard with stats and charts, allowing businesses to review their overall operations and monitor the performance of managers, staff, and customers. This helps businesses identify trends, areas for improvement, and growth opportunities.

Customization and Preferences

Q: How does Sendwork support customization for businesses with multiple branches?

A: Sendwork enables businesses to create and manage multiple branches, each with its own managers, staff, and customers. Owners have full control over logistics between branches, allowing for efficient resource management across various locations.

Team Setup and Management

  1. Q: How can businesses set up and manage their teams using Sendwork?
  2. A: Owners and managers can invite staff, managers, and customers via the invitee tab. Managers are assigned to specific branches, and their staff members and customers are exclusive to that branch. Owners can transfer managers, staff, and customers between branches as needed.

These features make Sendwork an all-encompassing solution for businesses looking to streamline their operations, improve customer relations, and enhance overall productivity.