Quickly identify available time slots in your schedule, and leverage visual appointment changes and color coding to stay informed on appointment types and statuses. Enjoy a convenient weekly or daily view, manage a work queue for unassigned service requests or appointments, and effortlessly track actual time versus scheduled time, all while benefiting from the efficiency of dispatch groups.
Assign jobs based on custom dispatch groups and coverage zones, creating an optimized route for each technician and customer. Technicians will be notified of new appointments through the app and can easily navigate to the job, saving time in between service calls allowing them to get to more jobs each day.
Eliminate double entry and get seamless visibility for both technicians in the field and office staff. Effortlessly track equipment sold, ensuring accurate records without duplication. With enhanced visibility, the office team can easily access install dates and warranty information, while identifying previous equipment to assign the best technician for the job.
Get clear visibility into past service records, notes, and attachments, ensuring seamless communication between the office and field teams. Stay informed about every customer interaction and easily access important information with pinned notes or relevant attachments. With contact management and multilocation capabilities, you can efficiently manage customers with multiple properties without missing a beat.
Uncover valuable call metrics, and efficiently track and manage leads from initial contact to successful conversion. Gain full visibility into customer interactions, enabling you to optimize lead generation, streamline sales processes, and deliver exceptional customer satisfaction.
Create future jobs and recurring sales by offering maintenance plans on every job. Increase plan adoption by including it as a line item on proposals, ensuring its consistent offering. Furthermore, set up convenient recurring payment plans alongside the service agreement, fostering recurring revenue and long-term customer relationships.
Easily categorize and label appointments based on specific criteria, such as service type, location, or priority. This user-friendly tool enables efficient tracking, prioritization, and assignment of appointments, allowing you to optimize your workflow and deliver exceptional service to your clients.
Seamlessly add financing options to proposals and comparisons, showcasing customers the low monthly payments available. With an easy-to-use website button and an Apply button directly on the proposal, accessing multiple loan options has never been easier. Stay organized with our financing dashboard, where you can keep track of all loans in one place.
Manage service requests and unassigned appointments through a centralized work queue, ensuring that no service request goes unnoticed or unattended and enabling smooth assignment and timely resolution by your technicians.
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