SIMPLIFY YOUR WORKFLOW WITH A SINGLE PLATFORM
WHAT WE DO
CRM & SCHEDULING
We streamline all of your sales and back-office functions with a single software platform. We link to multiple external providers so that you only enter information once, and it automatically flows to the correct place. We manage the complete customer lifecycle from contact acquisition, contact follow-up, qualification with service providers, scheduling appointments, and referrals.
We allow you to track necessary HR functions, such as storing employee contact information, timecard management, automated SMS alerts, technician availability, customizable pay structures, and more! Plus, you can create as many users as you want with no extra cost. Let us simplify how you do business!
We forecast your inventory needs based on past usage instead of min/max levels. Create your purchase orders and email them directly to your hardware vendors, easily transfer from warehouse to tech and vice-versa, including tech-tech, and view real-time inventory loads in your warehouse(s) and tech trucks.
We give you the ability to set up your companies pay structure within your site to track your payroll. Everything from timecards, sales compensation, manager overrides, and technician pay. With a centralized software platform, your employee’s pay will be more accurate, keeping your reps motivated and ready to sell more!
We know how much time and effort goes into reconciling provider commissions. That’s why we have worked to make the whole process simpler. Business managers will have secure access to real-time commissions reconciliation data, reports and dispute management. You will have visibility of the commissions you expect from the provider versus what you received. We also provide you with automated imports that allow you to easily track all of your reconciliation.
We give you the ability to make your billing more automated, which will save you time and money. Want clear visibility on your billing statuses? Want to reduce time spent on billing? Want to automate recurring payments and create subscriptions that bill on any day? We can do all of these things and more!
WORK ORDER ACTIONS
To make your customer management & communication more efficient, we introduce Work Order Actions. This allows automated creation of tasks, messages, emails, and more to be sent to your employees based on a change in a work order. You can specify what triggers the action, and we do the rest. Work Order Actions give you more automation, giving your employees less to worry about.
Do you need a way to create custom documents using your companies existing data? Want to easily create documents with merge fields to email and receive digital signatures in real time? We can do all of this and more with the Document and Electronic Signature module.
With our Sales Mobile view, reps can access their company’s database from any mobile device. Reps can create and update contacts, create and assign tasks to themselves, add notes, add attachments, do homeowner qualifications, and more. The Sales Mobile view gives you a user-friendly workflow while on the go!
Our Tech Mobile view gives technicians access to their company’s database from their mobile device. Techs can update the appointment status, assign or remove equipment, add notes, add attachments, clock in and out, and more. The Tech Mobile application supports your team throughout the installation process, keeping them focused on serving the customer and providing a quality installation.