Blog Archives

Workforce Management is more than just scheduling

Workforce management is far more than a human resources term or just a way to schedule employees. Managing your workforce is one of the most important aspects of your home service business to maintain happy clients and a high level of service for your customers.

Workforce Management covers customer management, billing, technician management, scheduling–and what Service Proz provides is a way to make all of this mobile!

For example, with Service Proz your employees can clock in at an appointment, check exact job duties from their smartphone along with pulling up a map with directions. At the home office, managers have the ability to schedule technicians, create work orders and bill customers with just a few clicks.

The mobility of using Service Proz in the office and in the field, along with the freedom of using cloud-based software is what will set your HVAC, cleaning or even plumbing company apart from the others.

In the end you save time, money and please your valuable customers with excellent service.

Service Proz can handle your workforce management competitively in today’s market. Contact us today for more information and this fall receive one month free with new service.

Automatic Billing: The Headache Saver

As a small business, one of the most important things you can do to stay ahead is to keep your finances organized.  Streamline your billing and payment processes with the right software to save you time, make your job easier, and ensure that calculations are accurate and invoices are being delivered on time.  A service management software that provides your company with automatic billing and integrates with QuickBooks is an easy, assured way to keep your finances in order, all while taking the headache out of tracking your finances.  What can automatic billing do for your company?  Here are three things that automatic billing can do to help your business, and save you the headache:

  1.  Finish your job with the press of a button.  Automatic billing gives your technicians the freedom and convenience of billing your customers directly on site, with the press of a button, from a mobile device.  The technician just has to enter the job details, and an invoice can be generated, and emailed to the client right on the spot.  No need to wait until you are back at the office; saving you time, and ensuring you will get paid more quickly.
  2. Custom Invoices.  An automatic billing application that comes as part of a service management solution like Service Proz allows you to create and send custom invoices containing the information you want your customer to see.  It can also include your jargon, your logo, and your business details.  The invoices can then be printed on site, emailed, or sent in the mail, whatever way you choose to invoice your customers.
  3. Integration with QuickBooks.  Your invoices and payments will be sent directly to QuickBooks, so that you can balance your books and all your billing information will be stored in one place.  It eliminates extra steps you might take in tracking your billing information, helping with your accounting, filing taxes, and more.

Automatic billing simplifies your job, saving you time, human errors and other complications that come with keeping track of business finances.  It can cut down the time that it takes customers to pay you.  Once you make the commitment to add automatic billing to your business processes, you will wonder what you ever did without it.

Visit Service Proz’s YouTube channel HERE to see how their billing applications work.

Sign Right Here… It’s That Easy

Sometimes, the hardest thing to capture from a customer is their signature.  It may sound silly, but while a signature is an important part of your business transactions, it is often hard to chase down.  I sent a client a business contract the other day via email and asked him to return it signed.  He called me and asked me how he was supposed to do that; was he supposed to snail mail it to me?  I kindly suggested that he sign the document and take a picture of it on his iPhone and email the picture to me.  Needless to say, the concept of actually capturing a signature can be a difficult one, particularly if someone lacks a scanner, a fax, or even a pen.

In comes service management software in the cloud, dressed in Superman outfit, cape and all.  Its 2012 after all!  Technology is all about making life easier.  Well how about making your business process easier, and making your techs’ lives easier too with a signature capture application, available whenever, wherever on any mobile device.

Imagine this.  Your plumbing tech has just finished fixing Mrs. Jones’ very leaky sink.  After putting his tools away he takes out his tablet, or smart phone, and connects to Service Proz’s service management solution to access the CRM.  He fills in the details of the job and pulls up an invoice.  He asks Mrs. Jones to use her finger to sign it and asks what email address she would like it emailed to.  He records the email address in the CRM, emails the invoice, wishes her a good day, and gives her his best smile.  He gets in his truck, leaving Mrs. Jones awestruck at the easy, quick, and impressive customer service she just received.  Not only have you provided Mrs. Jones with excellent customer service, but you just captured her satisfaction with a job well done in the form of a signature.

It is that easy!  Never get stuck again tracking down a signature.  Don’t wait your time or your customers’ time.  Demonstrate that your business is on the ball all the time.  A service management solution doesn’t just help you run your business more smoothly; it helps you provide tip top customer service as well.  Next time you are waiting for a signature, think about what you could be doing instead if you had Service Proz!