Congratulations! You’ve made the first step towards modernizing your job dispatch process. We know that choosing software is a big decision, and we want to make sure you’re comfortable with the Union Worx platform before making a final decision.
Here are some tips to make the most of your free 30-day trial with Union Worx.
First thing’s first; make time. You need to dedicate adequate time for you and your staff to test Union Worx thoroughly. It’s not as daunting as you think. Union Worx is very intuitive, and you only need a few, focused hours to gain some familiarity with it and begin to experience using it.
Try each function repeatedly as well. Send out several rounds of job calls, register multiple members, add in numerous contractors – the repetition will give you a good feel for how intuitive the interface is and an expectation of how it will operate from day-to-day.
In a previous article, we suggested that you make a list of your Local’s needs in order to vet the potential software solutions you might consider. Now its time to take that list of must-haves and put Union Worx to the test. Set specific goals to thoroughly experience the features of Union Worx that align with the needs on your list.
For example, if communication is important, try adjusting the notification settings against different job calls for both members and administrators. If reporting is critical, make sure the reports display the data that makes sense for your staff.
If you’re thorough now, you can avoid potential frustration later.
Don’t just look around and click on some buttons – use it. Take the time to set up test admin users, test members, and contractors. Set up job calls and schedule them as you would normally. Observe what happens when the job selection runs and view the report details.
Check out the member portal too. Login, bid on job calls and choose a priority order; re-sign, and even manage your notifications. Try Union Worx out on the native apps, tablet devices, and on the web. It would be beneficial to review it with a member or two and get their feedback as well.
Leave no stone unturned.
The fastest way to get up and running is with our help. We’ll work one-on-one with you; guiding you through Union Worx’s core functionality. We’ll set up your books, help add some initial data, and show you where to locate critical actions.