Liberty Practice Manager vs EasyJobCard

Enhancing the daily activities of a financial adviser We Make Your Life Easier Increase prospects • Prospecting Tool • Phone Assist • Appointment scheduling Increase Sales • Goal driven pipeline, provides real time view of where you are as an adviser, and what needs to be done in your business to increase sales. With clear measurements and a view on progress at any point in time, by week, month and year. Record all Interactions with clients • Reminders and prompts on who to contact next. Appointments scheduled and held and FNA’s are all recorded against the prospect.

This intuitive app streamlines the management of field technicians by enabling seamless scheduling via the web platform and providing real-time access to call-outs on mobile devices. Technicians can easily view assigned jobs, start tasks upon arrival, and complete them efficiently on-site. The app automatically records start and end times, ensuring accurate job tracking. Upon completion, clients can review and sign off directly on the device, after which a copy of the job card is instantly emailed to them. Office users can also conveniently access and download job cards from the web platform. In addition, the app supports repair bookings and offers a range of features designed to improve workflow efficiency and communication between field staff and office teams.