ForkliftPro Service Management Software

ForkLiftPro Software is tailored to improve efficiency, accuracy, and compliance for field service teams working within the forklift truck and other materials handling equipment sectors.

Why Choose ForkLiftPro Software

Discover the powerful features that make our software a game-changer for field service management.

ForkLiftPro Software Dashboard

Cloud-Based Solution

Digital Diary

Digital Job sheets

Thorough Exam Certificates

Account Integration

Advanced Reporting

Mobile Accessibility

Easy to use

ForkLiftPro Software Management at its Best

ForkLiftPro Software Icon

Comprehensive Reporting

Gain insights with detailed analytics and performance metrics.

Fully Customizable

Adapt the software to match your unique business processes.

Upcoming Service Notification

Get automated reminders for upcoming services and plan your service schedule in advance.

Upcoming Thorough Examinations

Stay compliant with automated reminders for due Thorough Examinations, ensuring a seamless and hassle-free scheduling process.

Generate Quotes

Effortlessly create quotations based on work recommended by your mobile engineers, ensuring a smooth and efficient process from inspection to approval.

Minimal Downtime

Ensure continuous and reliable field service operations.

Digital Diary

The diary feature simplifies scheduling and resource management by providing a clear and organized view of daily tasks, allowing users to track engineers' availability and job assignments at a glance. With color-coded status indicators, users can easily identify job statuses such as booked, in progress, completed, or reopened, using a visual key for quick reference. Real-time updates display job details, including client names, locations, and times, ensuring accurate and efficient scheduling. The multi-engineer view allows monitoring of multiple engineers' schedules simultaneously, optimizing resource allocation and reducing downtime.

Digital Job Sheets

Our job sheet feature simplifies the process of creating comprehensive and professional records. Effortlessly document essential details such as client information, truck details, and visit dates. Keep track of work carried out, recommended tasks, and parts used, while ensuring compliance with fields for warranty, chargeability, and damage status. Capture digital signatures from engineers and clients to confirm task completion, and streamline your workflow with the ability to save, print, or email job sheets instantly. With a customizable template, your team can manage jobs efficiently while maintaining accuracy and professionalism.

Thorough Examination Management

Our software simplifies managing and documenting safety inspections. Record client details, truck specifics, last examination dates, and safe working loads effortlessly.

Engineers can log inaccessible parts, defective components, and necessary repairs while tracking key metrics like chain and fork conditions, work hours, and capacity plate status.

Easily schedule repairs, set reminders, and stay ahead of compliance with an intuitive interface that streamlines record-keeping and enhances operational efficiency.

Quotation Module

ForkLiftPro Software provides a seamless, fully automated solution for generating comprehensive quotations directly from 'Work Recommended' and 'Thorough Examination' reports This advanced system eliminates manual data entry, ensuring precise, consistent, and professional quotations. Upon customer approval, quotations can be instantly converted into finalized invoices with minimal effort. This efficient process reduces human error, accelerates the billing cycle, and guarantees complete accuracy in cost tracking.

Invoicing Made Easy

Our Software's Invoicing feature streamlines the billing process by automating key steps, saving you time and reducing manual effort. Labour and travel time are automatically pulled from the associated job sheet, ensuring all relevant details are included without the need for additional input. Pre-configured markup percentages for clients are applied seamlessly, allowing for accurate and consistent cost calculations.

You can review and adjust item details, including parts used, suppliers, quantities, and pricing, while the software handles calculations for totals, VAT, and markups. The invoicing tool also includes a section to summarise work performed, providing complete clarity for clients. With just a few clicks, you can generate a professional invoice, enhancing efficiency and saving valuable time.

Xero Integration

Streamline your financial management with our seamless Xero integration. From the invoice history screen, you can effortlessly send invoices directly to Xero, saving time and eliminating the need for manual data entry. This ensures accurate, real-time updates to your accounting records.

All invoice details, including client information, job numbers, payment dates, VAT, and totals, are automatically transferred to Xero, keeping your financial records up to date. With features like "Resend to Xero" and quick access to editing or generating invoices, managing your accounts has never been easier.

Our Xero integration bridges the gap between job management and financial operations, offering a fully connected and efficient solution for your business.

Bespoke Customisation

We understand that every business is unique, which is why we offer bespoke customisation options tailored to your specific needs. Our team works closely with you to adapt our software, ensuring it aligns perfectly with your workflows, processes, and requirements.

Real-Time Engineer Tracking

Geo-location tracking provides real-time updates on staff location, task completion, and job performance with reduced manual tracking errors.

Advanced Reporting Analytics

Track key performance metrics, maintenance history, and compliance status to enhance service quality and operational efficiency.

Intelligent Parts Management

Set minimum order quantities for central storage and mobile vans, ensuring essential parts are always available and reducing service delays.

Employees Time Clock

Enables engineers to efficiently clock in and out of jobs through the mobile app when connected to the internet, ensuring accurate time tracking.

Proactive Notifications

Automatic alerts for upcoming thorough examinations, scheduled services, and critical maintenance requirements.

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