GC

Subcontractor

Field Service

Home Builder

Manufacturing

Custom Solutions

 

DocuWrx

844-DOCUWRX

DocuWrx is a premiere FileMaker developer. Our flagship solution, Kosmas, is an end-to-end vertical market solution for the construction industry. DocuWrx also creates first class custom business solutions for many different industries including hospitality, retail, property management, healthcare, manufacturing, and many more. If you are looking for a custom solution for for your business or are interested in Kosmas, inquire below.

Custom Kosmas

Improve Productivity with Service Contractor Software

Communication is key within the service industry. Simple communication between the office and field technicians can enable your business to become more efficient by automating these interactions using service contractor software. Communication automation is better for both your company’s productivity and your customers. Although, the best strategy for your business depends on the current systems you have in place to communicate with your technicians. If you are behind the times, and your office manager still schedules manually, here’s 3 reasons why you should implement service contractor software, like TRUE:

Service Contractor Software Helps You Go Digital

The problem with relying on iCal or Google Calendars, whiteboards, or paper and pencil methods to schedule is the potential for human error, like forgetting or overlooking something, inaccurate data entry, etc. These errors can cause your company to lose work, which could have been avoided if you stored all your information in one place.

The beauty of service contractor software is the real-time availability of information, so you can’t forget or miss anything when you are busy. With software like TRUE, when a service call comes in, your office staff can pull up that customer’s record in the system and have instant access to their information and service history. Then, your staff can easily create a new job, mark the job type and priority, along with any other pertinent information. Users assigned to the job, then have the ability to add any notes or instructions for the technician scheduled for the job. After the job is saved, it can either be assigned or picked up by any tech in the field. The tech would then have access to the customer’s record, the current job details and directions to the job site, directly from TRUE on their smartphone or tablet.

Better Manage Your Service Agreements

While focusing on the growth of your business it can be difficult to keep all your service agreements organized. Having a system in place to alert you when your customers are due for maintenance can save you valuable time and money. And you can actually be doing a disservice to your customers if you don’t have a system in place for routine maintenance.

Without service contractor software, by the time your customer realizes they need you, it’s too late; something is broken. Software allows you to know your clients’ needs before they do. It’s your own insight into the needs of your customers. For example, if a recall was sent out, TRUE would allow you to run a quick report for all the customers who have had that part installed or serviced by your team, a process that would be nearly impossible without software. Having this information at your fingertips allows you to become proactive rather than reactive, addressing any issues ASAP, sometimes even before your customer knows there is a problem.

Use Service Contractor Software for Emergency Calls

In the day-to-day process, even when you prioritize all your techs jobs for the day, emergency calls still come through and scheduling mistakes still happen. For the office manager, when things pop up (like an emergency service call) there’s a lot of manual work that goes into adjusting the schedule and updating techs in the field. This all happens while you are attempting to answer phones and complete 10 other tasks, which makes it easy to misplace the work order you just had in your hand, or accidently double booking a technician or scheduling the wrong technician.

Those days are over. Color-coded dispatching tools make this process simple and efficient, as service contractor software will allow you to see your techs jobs per day, for the week or by month and be able to sort them according to their status, priority, the job type, date range, customer, and more! Additionally, jobs that aren’t scheduled on the calendar yet will even show up so you can add them in when they’re due or where there’s an open slot. Easy to use drag and drop features make scheduling, rescheduling and shuffling the jobs on the schedule easy as well. With software, like TRUE, new work orders that are created are stored and attached to the customer’s record. When you go to schedule that new job, all that information moves with it digitally so you’ll never have to worry about losing another work order, invoice or proposal during the service and sales process.

Conclusion

Open communication is created from using service contractor software that helps your business operate more efficiently. It allows for both field techs and office employees to work independently, but remain on the same page, which in turn allows your business to become more productive and efficient for your customer.